Chunghwa Telecom Co., Ltd. (2412) Earnings Call Transcripts

Chunghwa Telecom Co., Ltd.'s Latest Earnings Call - Q1 FY2026

In the first quarter of 2026, Chunghwa Telecom reported a record revenue of TWD 59.99 billion, exceeding guidance and reflecting a year-over-year increase driven by strong ICT growth and robust mobile performance. Earnings per share (EPS) rose to TWD 1.30, marking the highest first-quarter EPS in a decade. Management signaled ongoing confidence in operational performance, with plans to enhance investments in AI and 5G technologies, while maintaining a strong focus on ESG initiatives.

Reported metrics

Guidance from management

Management expressed confidence in the ongoing growth of the ICT business and indicated plans to invest in AI and 5G technologies. Nonmobile CapEx guidance was raised to support infrastructure enhancements.

What analysts pressed on

Analysts raised questions regarding the sustainability of the ICT business and the impact of AI on IT services. There were also inquiries about the underlying trends in nonmobile CapEx and its implications for future growth.

Main topics on the call

• Record Revenue and EPS Growth — Chunghwa Telecom achieved a record revenue of TWD 59.99 billion for Q1 2026, a year-over-year increase attributed to strong ICT and mobile performance. EPS increased from TWD 1.26 to TWD 1.30, the highest first-quarter E...
• Strong ICT Business Performance — The ICT segment saw a 25% year-over-year revenue increase, driven by emerging services and strong demand for integrated projects. Management noted, 'We remain confident and positive for the outlook of our overall ICT bus...
• Mobile Market Leadership — Chunghwa maintained its market leadership in Taiwan's mobile sector, with a revenue market share of 41.1% and a 4.4% year-over-year growth in mobile service revenue. The 5G subscriber market share reached 39.4%, indicati...
• Fixed Broadband Growth — Fixed broadband revenue increased by 3% year-over-year, with 40% of subscribers adopting speeds of 300 Mbps and above. ARPU also rose by TWD 20, indicating a positive trend in customer upgrades.

Read the full Chunghwa Telecom Co., Ltd. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 24 Chunghwa Telecom Co., Ltd. earnings call transcripts on record, spanning January 22, 2020 to August 5, 2026. Based on this history, Chunghwa Telecom Co., Ltd. reports quarterly. The most recent call on file is dated August 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

2412

Exchange

TWSE

Country

TW

Sector

Communication Services

Industry

Diversified Telecommunication Services

Calls on record

24

First call

January 22, 2020

Most recent

August 5, 2026

Reporting cadence

quarterly