The information is provided for informational purposes only, and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security issued by Acer or other parties.
Acer's statements that are not historical facts are forward-looking statements that indicate actions or results of actions that may occur in the future, based on current available information and underlying assumptions.
Acer does not warranty their accuracy, reliability and completeness. There are a number of factors such as economic conditions, firms abilities, industry environment that could cause actual results and developments to differ materially from those expressed or implied by forward looking statements. Investors should not place undue reliance on them.
3
Recap the Acer Global Press Conference
5
And, Cater to Lifestyles
Extend antimicrobial offers
Initiate SigridWave on the Planet9
Launch AcerPure line-up
Box the FrostBlade
Sell the European Predator Shot
Peek on Packard Bell e-Scooter
Partner with the Porsche Design
6
Acer Group Financial Results
(NTD M)
Q3 '19
Q4 '19
Q1 '20
Q2 '20
Q3 '20
Revenue
62,870
61,584
48,855
65,576
80,029
GP
6,663
6,347
4,951
7,138
OPEX
5,910
5,215
4,956
5,039
OI
775
1,165
19
2,127
PAT
1,176
341
558
1,195
GP%
10.6%
10.3%
10.1%
10.9%
OPEX%
9.4%
8.5%
10.1%
7.7%
OI%
1.2%
1.9%
0.04%
3.2%
PAT%
1.9%
0.6%
1.1%
1.8%
7
The Momentum Continues
Only approximately 30% of October orders can be
fulfilled
$35,000
41.1%
34.9%
$30,000
26.9%
21.0%
21.2%
$25,000
$20,000
2.2%
4.9%
$15,000
50.0
40.0
30.0
20.0
10.0
0.0%
$10,000
-18.6%
-10.
-22.4%
$5,000
-20.
$0
-30.
(NT$M)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Revenues
YoY
8
Revenue Breakdown by Geography
Q3 2020
Q2 2020
30%
35%
34%
37%
29%
35%
NT$ 80,029 Million
NT$ 65,602 Million
Pan Asia Pacific
Pan America
EMEA
Notes:
1.
Pan Asia Pacific includes Asia Pacific, Japan, Taiwan, Hong Kong, and Mainland China.
2.
EMEA includes Europe, Middle East and Africa
9
Grew Business through WFH/e-Learning Usage
Acer Q3 Revenue YoY
by Products
Q3 Industry Shipment (units) YoY by Product*
94.4%
90%
38.0%
15.3%
PCChromebook
PCChromebook
*Source: IDC Q3 Preliminary Historical 10
Set the Baseline for Operation Expenses
Q2 OPEX
(Q2 Revenue YoY 19%)
9.74%*
$5,3707.68%*
$5,039
(NT$M) Q2'19
Q2'20
*to revenue
Q2 YoY OPEX Reduction
Contributors
Amortiz
ation
15.7%
Personnel
Promotion
49%
3%
Travel
17% Rental
6%
Increases in professional service and selling
variable
11
Build Intrapreneurship
and Multiple Business Engines
12
Establish Multiple Business Engines
New Business Contribution to Revenue
8.7%
11.0%
11.2%
11.5%
11.0%
12.3%
14.6%
14.1%
2013
2014
2015
2016
2017
2018
2019
YTQ3 '20
• AOpen (3046)
•
Weblink (6776)
• Acer Cyber Security Inc. (6990)
•
Acer e-Enabling Service
• Acer Synergy Technology (6751)
Business (6811)
13
THE BEST IS YET TO COME
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Acer Inc. published this content on 26 October 2020 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 26 October 2020 09:39:06 UTC
Acer Inc is a Taiwan-based company principally engaged in the research and development, design, production and sales of computer products. The Company's main products include desktop computers, notebook computers, tablet computers, smart phones and wearable products, servers, projectors, liquid crystal displays and computer peripherals and other information and communications products. In addition, The Company also provides software development and maintenance services. The Company distributes its products within the domestic market and to overseas markets.