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acer 2026 Second Quarter Earnings August 2026
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Disclaimer The information provided is for informational purposes only and does not constitute an offer or solicitation to buy or sell any securities issued by Acer or other entities. Statements by Acer that are not historical facts are forward-looking statements, reflecting actions or results that may occur in the future based on current information and assumptions. Acer does not guarantee the accuracy, reliability, or completeness of these statements. Various factors, such as economic conditions, company capabilities, and industry environment, could cause actual results and developments to differ significantly from those expressed or implied in the forward-looking statements. Investors should not place undue reliance on these statements. 1
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Statements of Comprehensive Income – Q2 2026 2 Notes: Acer year-over-year revenue growth for Q2 2026 — PCs: +22%, Desktops: +57.3%, Commercial line: +47.3%, gaming businesses +5.6%, and Tablet PCs +53.9%. QoQ Change Revenue 85,303 100% 72,423 100% 18% 66,532 100% 28% Gross Profit 9,701 11.4% 8,086 11.2% 20% 6,729 10.1% 44% Operating Expenses 7,934 9.3% 7,299 10.1% 9% 6,028 9.1% 32% Operating Income 1,783 2.1% 803 1.1% 122% 734 1.1% 143% Non-Operating Income 2,107 2.5% 961 1.3% 119% 1,065 1.6% 98% Profit Before Tax 3,890 4.6% 1,764 2.4% 121% 1,799 2.7% 116% Profit After Tax 2,172 2.5% 702 1.0% 209% 1,085 1.6% 100% EPS (NT$) 0.72 0.23 0.36 2Q25 YoY Change(NT$ million) 1Q262Q26
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Statements of Comprehensive Income – 1H 2026 3 Note: 1. Acer year-over-year revenue growth for H1 2026 — PCs: +18.9%, Desktops: +38%, Commercial line: +41.2%, gaming businesses +14.9%, and Tablet PCs +35.4%. 2. Businesses other than personal computers and displays contributed 34.5% of total revenues in H1 2026. (NT$ million) Revenue 157,726 100% 127,870 100% 23% Realized Gross Profit 17,786 11.3% 13,207 10.3% 35% Operating Expenses 15,233 9.7% 11,498 9.0% 32% Operating Income 2,586 1.6% 1,773 1.4% 46% Non-Operating Income 3,068 1.9% 984 0.8% 212% Profit Before Tax 5,654 3.6% 2,757 2.2% 105% Profit After Tax 2,874 1.8% 1,600 1.3% 80% EPS (NT$) 0.96 0.53 Six months ended Six months ended YoY ChangeJun 30, 2026 Jun 30, 2025
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Net Sales and Gross Margin Trend 72.7 66.0 61.3 66.5 73.4 74.4 72.4 85.3 10.6% 10.5% 10.6% 10.1% 11.2% 11.6% 11.2% 11.4% 0.0 20.0 40.0 60.0 80.0 100.0 3Q24 4Q24 1Q25 2Q25 3Q25 4Q25 1Q26 2Q26 Net Sales(LHS) Gross MarginNet Sales Unit: NT$ billion 4
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Operating Income and Operating Margin Trend 1,603 1,024 1,039 734 1,505 1,866 803 1,783 2.21% 1.55% 1.69% 1.10% 2.05% 2.51% 1.11% 2.09% 0 200 400 600 800 1,000 1,200 1,400 1,600 1,800 2,000 3Q24 4Q24 1Q25 2Q25 3Q25 4Q25 1Q26 2Q26 Operating Income(LHS) Operating Margin Operating Income Unit: NT$ million 5
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Consolidated Balance Sheet Notes: 1. Total outstanding common shares: 3,006,207,538 shares; Book value per share NT$25.67 2. Total Shareholders' Equity includes Non-Controlling Interests. 6 (NT$ million) Cash and cash equivalents 31,107 10% 27,423 10% 32,425 15% Notes & Accounts receivable 71,691 23% 66,003 24% 57,936 26% Inventories 98,348 32% 77,679 28% 41,875 19% Long-term Investment 27,060 9% 24,010 9% 28,989 13% Property, plant and equipment 14,710 5% 14,691 5% 9,075 4% Intangible asset 31,835 10% 31,979 12% 18,815 8% Total Assets 308,682 100% 274,837 100% 222,766 100% Short-term loan 36,366 12% 23,770 9% 11,767 5% Notes & Accounts payable 60,838 20% 51,919 19% 38,547 17% Total Current Liabilities 182,479 59% 148,023 54% 117,642 53% Long-term loan 13,487 4% 17,189 6% 16,981 8% Total Liabilities 208,888 68% 178,157 65% 147,162 66% Total Shareholders' Equity2 99,795 32% 96,680 35% 75,604 34% Jun-26 Mar-26 Jun-25
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Notes: 1. Pan Asia Pacific includes Asia Pacific, Japan, Taiwan, Hong Kong, and Mainland China. 2. EMEA includes Europe, Middle East and Africa Revenue Breakdown by Geography Pan Asia Pacific Pan America EMEA 22.7% 27.2% 50.1% NT$ 66,532 Million 20.6% 23.5%55.9% NT$ 72,423 Million Q1 2026 Q2 2026 Q2 2025 7 20.0% 27.2%52.8% NT$ 85,303 Million
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Revenue Breakdown by Application 70.1% 29.9% NT$ 66,532 Million 65.3% 34.7% NT$ 72,423 Million Notes: Non-PC include 16 public subsidiaries and businesses under incubation. More details about Acer group subsidiaries can be found in the 2026 Acer annual report, pages 144 to 165 in the English version. Non-PC Computer and Display Q1 2026 Q2 2026 Q2 2025 8 65.6% 34.4% NT$ 85,303 Million
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