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Samsung expected to post record Q3 profit ahead of Oct 8 earnings release
En breve
Samsung Electronics is scheduled to announce preliminary third-quarter results on Oct 8, with market consensus pointing to revenue of 200.26 trillion won and operating profit of 105.41 trillion won, according to a Yonhap Infomax aggregation of brokerage estimates. That would make it the first Korean company to top 100 trillion won in quarterly operating profit and mark a fourth straight quarter of record revenue and profit. Samsung shares rose more than 2% in morning trading in Seoul on Oct 7 on expectations of an earnings surprise.
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Samsung Electronics is scheduled to release preliminary third-quarter results on Oct 8, with market expectations centred on whether the company will become the first Korean firm to record a quarterly operating profit of 100 trillion won. Yonhap reported that a Yonhap Infomax compilation of brokerage estimates published in the past month puts revenue at 200.2577 trillion won and operating profit at 105.4137 trillion won. Chosun Ilbo reported the same expectation of a 100 trillion won quarter. [ 1 , 2 ]
If the consensus holds, Samsung would set record quarterly revenue and operating profit for a fourth consecutive quarter, starting with the fourth quarter of last year, Yonhap and Seoul Economic Daily reported. Third-quarter operating profit alone would be more than twice last year's full-year figure of 43.6 trillion won, and cumulative operating profit for the first three quarters of this year has passed 250 trillion won, putting 300 trillion won for the year within reach, according to the two outlets. [ 2 , 3 ]
The semiconductor device solutions (DS) division, especially memory, is expected to carry the result, with an operating margin of about 75% at the division and possibly more than 80% in memory, the reports said. The finished-product (DX) division, which recorded its first loss since the company's founding in the second quarter, is expected to remain weak, according to the same reports. [ 2 , 3 ]
Memory prices continued to climb in the third quarter. Yonhap and Seoul Economic Daily cited DRAMeXchange data showing the average September price of PC DRAM at $26, up $1 from the previous month and a record high, while the average price of NAND used in memory cards and USB drives rose $0.1 to $30.6, a 21st straight monthly increase. TrendForce expects fourth-quarter general-purpose DRAM prices to rise 10-15% and NAND 15-20% from the prior quarter, they reported. [ 2 , 3 ]
Yonhap reported that Samsung has begun the world's first mass production of HBM4, which is expected to contribute to earnings. Kim Dong-won, head of KB Securities' research division, was quoted as saying Samsung's HBM4 is likely to be contracted at the highest price among the three DRAM makers and that Samsung's HBM selling prices next year will rise more than twofold from this year. HBM contracts are usually signed annually, so they have not fully reflected the recent surge in general-purpose DRAM prices, the report said. [ 2 ]
In Seoul trading on Oct 7, Samsung shares were at 278,000 won, up 6,000 won or 2.21% from the previous session, after opening lower, Seoul Economic Daily reported, citing the Korea Exchange. The Kospi also turned higher, the outlet said. Dong-A Ilbo reported that while a 100 trillion won operating profit is expected, the market's attention is on how long the AI memory boom will last, and whether it continues into 2027-2028. [ 3 , 4 ]
Por qué importa
Samsung is Korea's largest listed company, and a quarterly operating profit above 100 trillion won would be unprecedented for a domestic firm, with the memory division alone carrying the result. The documents frame the question for investors as how long the current AI-driven memory upturn lasts, with Dong-A Ilbo reporting that markets are watching whether the boom continues into 2027-2028, and Yonhap noting the company could exceed its entire 2025 annual operating profit in a single quarter.
Datos clave
- Samsung Electronics plans to release preliminary third-quarter results on Oct 8, according to Yonhap and Chosun Ilbo. [ 1 , 2 ]
- The consensus of brokerage estimates compiled by Yonhap Infomax is 200.2577 trillion won in revenue and 105.4137 trillion won in operating profit. [ 2 , 3 ]
- The company would then have set record quarterly revenue and operating profit for four consecutive quarters starting from the fourth quarter of last year. [ 2 , 3 ]
- Third-quarter operating profit alone would be more than double last year's full-year operating profit of 43.6 trillion won, and cumulative operating profit through the third quarter exceeds 250 trillion won. [ 2 , 3 ]
- The device solutions (DS) division, led by memory, is expected to drive group profit with an operating margin of about 75%; the memory unit's margin may exceed 80%, according to industry views cited in the reports. [ 2 , 3 ]
- The finished-product (DX) division posted its first loss since the company's founding in the second quarter and its slump is expected to continue. [ 2 , 3 ]
- Samsung shares traded at 278,000 won on Oct 7, up 2.21% from the previous session, as the Kospi turned higher, according to the Korea Exchange. [ 3 ]
- Market research firm TrendForce expects fourth-quarter general-purpose DRAM prices to rise 10-15% and NAND prices 15-20% from the prior quarter. [ 2 , 3 ]
Confirmado por varias fuentes
- Samsung Electronics will announce preliminary third-quarter results on Oct 8. [ 1 , 2 ]
- Brokerage consensus for third-quarter revenue and operating profit stands at 200.2577 trillion won and 105.4137 trillion won. [ 2 , 3 ]
- The DS division, particularly memory, is expected to lead group profit while the DX division remains weak. [ 2 , 3 ]
- DRAM and NAND prices continued to rise in the third quarter, with September PC DRAM at a record $26. [ 2 , 3 ]
- Fourth-quarter DRAM and NAND prices are expected to keep rising, according to TrendForce. [ 2 , 3 ]
Aún sin aclarar
- Whether Samsung will actually report operating profit of 100 trillion won or more for the third quarter. This is a market expectation based on analyst estimates, not a company figure; the preliminary results are due on Oct 8.
- Whether the AI memory boom will last into 2027-2028. Dong-A Ilbo reports this is the question markets are focusing on, without giving an answer.
- The scale of the DX division's third-quarter loss and its effect on group results. The documents say the slump continues but give no figure for the division's third-quarter loss.
- HBM4 contract pricing and how much it will contribute to earnings. Only a single quoted analyst, Kim Dong-won of KB Securities, is cited, saying next year's HBM selling prices could more than double.
Qué dicen los medios locales
Cronología, hora local
- Chosun Ilbo reports market expectations that Samsung will post its first-ever quarterly operating profit of 100 trillion won. [ 1 ]
- Yonhap reports Samsung will announce preliminary third-quarter results on Oct 8, with consensus at 200.2577 trillion won in revenue and 105.4137 trillion won in operating profit. [ 2 ]
- Seoul Economic Daily reports Samsung shares at 278,000 won, up 2.21%, and the Kospi turning higher. [ 3 ]
- Dong-A Ilbo reports markets are focused on whether the AI memory boom will last through 2027-2028. [ 4 ]
- Samsung Electronics is scheduled to release preliminary third-quarter results. [ 1 , 2 ]
- The company is expected to report results on Oct 8. [ 3 ]