Holiday Season and 3C Device Replacement Drive Fubon Media and PChome's March Revenue Growth

Fubon Media (momo) today announced its March revenue was NT$9.141 billion, a year-on-year increase of 2.07%; Q1 revenue was NT$26.593 billion, a year-on-year increase of 0.71%. momo stated that as the consumption rhythm gradually returned to normal after the Lunar New Year, overall consumption momentum significantly rebounded in March, driven by holiday seasons, seasonal demand, and new product launches from major manufacturers.

momo pointed out that March revenue primarily benefited from the "38 Queen's Day" promotion and demand for new device replacements. Beauty and personal care categories saw significantly better sales than the same period last year, driven by the holiday, indicating concentrated consumer purchasing demand.

The 3C category benefited from the launch of new devices like Apple iPhone 17e and Samsung Galaxy S26 series and the replacement wave, driving sales growth of related products and accessories, becoming a major source of revenue momentum.

In terms of advertising business, driven by the holiday season, the number of brands advertising on momo Ads in March increased by 18% compared to the same period last year, indicating that brands are still actively planning for holiday business opportunities in the post-Lunar New Year period.

momo's affiliate network continued to optimize its off-site intelligent delivery engine, driving a 35% increase in traffic generation efficiency and effectively reducing brand customer acquisition costs; recommended advertisements analyzed consumer behavior through AI models, maintaining stable ROAS (Return on Ad Spend) growth during highly competitive periods.

momo stated that looking ahead to Q2 this year, with important shopping seasons like Mother's Day approaching, it will continue to strengthen its category mix and grasp the rhythm of promotions to steadily improve operational performance.

PChome's March revenue was NT$3.178 billion, a year-on-year increase of 7.35%; Q1 revenue was NT$9.588 billion, a year-on-year increase of 7.14%. PChome told Central News Agency reporters that overall consumption momentum significantly rebounded in March, driven by new devices from major manufacturers, new game releases, and the AI trend.

PChome stated that revenue benefited from the replacement wave driven by the Samsung Galaxy S26 series and Google Pixel 10a, and with the surge in popularity of some AI tools, sales of hosts and self-assembled computer components also increased.

In addition, the release of new games for Nintendo Switch 2 contributed to performance; and as the season changes, consumers began to replace home and personal items, including major appliances and sports shoes in the fashion category, with related product sales showing an upward trend. (Editor: Huang Kuo-lun) 1150410