Taiwan's Telecom Trio Reports First-Half Earnings: Taiwan Mobile Tops EPS Ranking

Taiwan's three major telecom operators have released their June financial reports. Taiwan Mobile emerged as the EPS leader for the first half of the year, achieving an EPS of 2.86 TWD, driven by AI-driven operational efficiency and investment contributions, outperforming Chunghwa Telecom's 2.68 TWD and Far EasTone's 2.14 TWD. Chunghwa Telecom reported record-high consolidated revenue and EBITDA for June, while Far EasTone achieved all-time highs in post-tax net profit and EPS for the month.

Chunghwa Telecom reported June consolidated revenue of 21.34 billion TWD, operating profit of 4.08 billion TWD, net profit attributable to owners of the parent company of 3.55 billion TWD, EBITDA of 7.5 billion TWD, and EPS of 0.46 TWD. The 11.4% year-on-year revenue growth was driven by strong performance in ICT services, continued momentum in iPhone sales, and steady growth in core telecom operations. For the first half of the year, Chunghwa Telecom achieved consolidated revenue of 121.35 billion TWD, net profit of 20.75 billion TWD, and EPS of 2.68 TWD. The company emphasized that all key financial metrics—revenue, operating profit, pre-tax profit, net profit, and EPS—have exceeded its annual financial forecast.

Taiwan Mobile reported June consolidated revenue of 17.32 billion TWD, post-tax net profit of 1.6 billion TWD, and EPS of 0.52 TWD. For the first half, the company achieved consolidated revenue of 99.21 billion TWD, operating profit of 12.05 billion TWD (up 17% year-on-year), post-tax net profit of 8.69 billion TWD (up 25% year-on-year), and EPS of 2.86 TWD. The company attributed its strong performance to three growth engines: telecom services, household business, and enterprise solutions. Mobile ARPU and service revenue both grew nearly 3% year-on-year. Household business revenue rose 16% year-on-year. Enterprise business benefited from government projects and stable contributions from AIDC, achieving double-digit revenue growth. In technology, momo's revenue grew 6% year-on-year, with continued momentum in brand e-commerce and video services. AI initiatives such as the 'Superman Project' and 'Taiwan Mobile Lobster' improved operational efficiency, driving a 13% year-on-year increase in operating profit. Additional gains from equity-method investments like Jingsheng further boosted post-tax net profit by 29% year-on-year.

Far EasTone reported record-high consolidated revenue, EBITDA, and post-tax net profit for June at 9.622 billion TWD, 3.489 billion TWD, and 1.373 billion TWD, representing year-on-year growth of 15.9%, 10.6%, and 19.1% respectively. EPS reached 0.38 TWD, with EBITDA, net profit, and EPS all hitting monthly records. For the first half, the company achieved consolidated revenue of 56.468 billion TWD, EBITDA of 20.231 billion TWD, post-tax net profit of 7.718 billion TWD, and EPS of 2.14 TWD. Mobile service revenue reached 5.285 billion TWD (up 3.1% year-on-year). As users continue upgrading to 5G, monthly ARPU for subscription users rose 2.6% year-on-year. 5G penetration reached 49.3%, maintaining its industry-leading position.