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As AI reshapes industries and accelerates enterprise transformation, Taiwan Mobile today outlined how its Telco+Tech strategy is powering the company's next phase of growth at its annual media gathering. Positioned as a "Telco+Tech aircraft carrier," Taiwan Mobile has built an integrated operating model that combines three growth engines with strategic investment portfolios, enabling the company to capture expanding AI-driven opportunities across industries.
With its business ecosystem taking shape and enterprise demand for AI continuing to accelerate, Taiwan Mobile delivered another year of record performance in 2025. Consolidated EBITDA reached an all-time high, operating income climbed to a 14-year high, net income reached a nine-year high, and earnings per share (EPS) rose to NT$4.77, the highest level in seven years. Revenue from its core Telco business increased 2% year over year, providing a solid earnings foundation. Enterprise Business recorded 26% year-over-year revenue growth, marking its transition from phase-driven expansion to structural growth. Meanwhile, revenue from the company's New Tech Business (excluding momo) grew 12%, demonstrating the growing contribution of Taiwan Mobile's technology-driven businesses. Together, these three growth engines are reshaping the company's revenue mix and strengthening long-term profitability, positioning Taiwan Mobile for its next golden decade as a leading regional Telco+Tech company.
Three Strategic Priorities Strengthen Taiwan Mobile's Competitiveness in the AI Era
Jamie Lin, President of Taiwan Mobile, said AI is fundamentally reshaping the competitive landscape across industries, and Taiwan Mobile's "Telco+Tech aircraft carrier" is now fully equipped to capture the next wave of enterprise transformation driven by AI.
"Our Telco, Telco+, and Telco+Tech businesses form the company's three growth engines," Lin said. "Together with our strategic investment portfolios spanning AI, shared mobility, e-commerce and fintech, digital content, and sustainability services, they create an integrated ecosystem capable of delivering long-term, scalable growth."
Lin added that emerging businesses—including TWEX, Taiwan Mobile's virtual asset exchange, telecom financial services, and brand commerce—are transforming the company's customer base, distribution channels, and data capabilities into scalable new revenue streams, providing strong momentum for Taiwan Mobile's next golden decade.
Taiwan Mobile's Supermen Program has now entered its second year, further embedding AI into day-to-day operations and transforming AI capabilities into compounding operational gains. The program has achieved a training completion rate of 99.5%, while 85.8% of participants have already applied AI in their daily work. More than 50% of software development projects now incorporate AI coding, increasing R&D productivity by 1.3 times.
AI has also been embedded across customer-facing operations. Taiwan Mobile's AI-powered sales recommendation platform, 萬能大麥, has improved sales conversion by 20%, while 客服小麥 the company's AI customer service assistant, has achieved both a 97% self-service rate and 97% customer satisfaction. AI has evolved from a productivity tool into a core capability that enhances operational excellence while creating enterprise-grade AI solutions that can be delivered to customers.
Beyond AI, sustainability remains another key pillar of Taiwan Mobile's long-term competitiveness. Lin said renewable energy adoption and carbon reduction will become increasingly important strategic advantages in the years ahead. In 2025, renewable electricity accounted for 19% of the company's total electricity consumption (RE19), with its renewable energy ratio reaching two to five times higher than industry peers. By 2030, Taiwan Mobile expects to further widen this lead. The company will also launch a new Green Power Sharing mechanism this year, creating new renewable energy service opportunities while helping value chain partners access green electricity and accelerate their RE100 journeys, extending decarbonization efforts beyond its own operations to the broader industrial ecosystem.
Strong Operating Performance Translates into Shareholder Value
George Chang, Chief Financial Officer of Taiwan Mobile, said the company's Telco+Tech strategy is generating tangible shareholder returns through the combined momentum of its three growth engines.
The Board of Directors approved a cash dividend of NT$4.8 per share on March 13, representing a 7% increase from the previous year and the highest dividend since 2019. Based on the recent share price, Taiwan Mobile offers a cash dividend yield of approximately 4.5%, the highest among Taiwan's telecommunications operators.
Between 2020 and 2025, telecom service revenue increased from NT$45 billion to NT$63.9 billion, representing 42% growth. During the same period, consolidated revenue expanded from NT$132.9 billion to NT$198.8 billion, representing 50% cumulative growth, while operating income increased from NT$16.1 billion to NT$21.5 billion, up 34%. These results underscore Taiwan Mobile's ability to expand both the scale and quality of its business while delivering sustainable long-term growth.
Since announcing its dividend distribution, Taiwan Mobile has recorded 23 consecutive trading days of net foreign institutional buying, significantly outperforming industry peers and supporting continued market capitalization growth. According to Chang, this reflects investors' confidence in Taiwan Mobile's long-term strategy, operational resilience, and sustainable growth prospects.
Taiwan Mobile's growth momentum has carried into 2026, underscoring the strength and sustainability of its business model. In the first quarter, telecom operating income increased 20% year over year. Excluding one-off items recorded in the same period last year, net income rose 17%, while earnings per share reached NT$1.37, ranking first among Taiwan's three major telecommunications operators. The strong start to the year reinforces the company's confidence in sustaining profitable growth through disciplined execution of its Telco+Tech strategy.
Telco Business Delivers Sustainable Growth Through Customer Value, Loyalty, and Service Excellence
Tony Lin, Chief Consumer Business Officer at Taiwan Mobile, said the company's Telco business, encompassing its core telecommunications operations, sustained strong growth momentum in 2025 by continuously enhancing customer value, strengthening customer loyalty, and elevating service quality.
Since 2023, Taiwan Mobile has consistently widened its lead over industry peers in mobile service revenue growth. Continued migration to 5G plans has driven structural revenue growth, with 5G subscribers contributing 68% of total mobile service revenue in 2025 and contributing to a 3% year-over-year increase in smartphone ARPU. At the same time, Taiwan Mobile recorded the largest declines in both postpaid subscriber churn and network service complaints received by the National Communications Commission (NCC) among Taiwan's three major telecommunications operators, while customer satisfaction continued to improve.
Tony emphasized that Taiwan Mobile is committed to quality growth—not growth for growth's sake. "Every dollar of growth is earned through measurable improvements in customer experience and operational excellence," he said.
myfone has evolved from a retail network into a technology advisory platform. Through its four-tier certification program, Taiwan Mobile has trained more than 1,000 AI technology consultants, helping over 400,000 customers activate Perplexity Pro while driving iPhone 17 sales to 20% higher than the previous-generation iPhone 16 series. Building on this momentum, Taiwan Mobile became the first telecommunications operator in Taiwan authorized to distribute Apple's complete Mac product lineup, further validating its omnichannel retail capabilities and its ability to engage customers across the Apple ecosystem.
Building on service excellence, Taiwan Mobile is further strengthening communications resilience through its satellite-terrestrial integration strategy. Earlier this year, the company signed a Memorandum of Understanding with AST SpaceMobile to advance the deployment of direct-to-cell (D2C) satellite communications, laying the foundation for broader communications coverage and enhanced network resilience.
On the fixed broadband front, the 好速大聯盟 has expanded its coverage to 94% of households across Taiwan, accelerating the adoption of its "Fiber + 5G" dual-network strategy and making high-speed connectivity more accessible nationwide. Whether at home or on the go, customers can seamlessly switch between connectivity scenarios while enjoying reliable, high-speed internet access for streaming, gaming, commuting, and everyday digital experiences.
Taiwan Mobile's Double Play Plans integrate 5G mobile services, home fiber broadband, and Wi-Fi 6, together with Taiwan's exclusive Multi-Streaming Package, delivering a one-stop digital lifestyle solution designed to meet diverse customer needs.
Taiwan Mobile also continues to expand its Taiwan Mobility strategy through MyCharge, integrating EV charging with shared mobility services offered by partners including USPACE and WeMo to connect charging, parking, and smart mobility experiences. MyCharge is expected to operate more than 700 charging points across nearly 150 locations nationwide. Meanwhile, USPACE continues expanding into premium commercial and international venues while extending its footprint across Asia, and WeMo has maintained strong growth in users, rides, and revenue, further advancing the Taiwan Mobility ecosystem and expanding smart mobility experiences for consumers.
Telco+ Business Delivers Double-Digit Growth as AI, ICT, Cybersecurity, and ESG Drive Enterprise Transformation
Shing Chu, Chief Business Officer of Enterprise Business at Taiwan Mobile, said the company has evolved beyond providing mobile, fixed broadband, and digital resilience services to empowering enterprises with the capabilities they need to accelerate AI transformation. Building on its strengths in AI, ICT, cybersecurity, and ESG, Taiwan Mobile has focused on four strategic growth pillars while targeting four key industries—manufacturing, financial services, government, and healthcare—establishing a clear path toward long-term growth.
Telco+ Business revenue grew 26% year over year in 2025 and maintained the same 26% growth in the first quarter of 2026, reflecting sustained demand for enterprise AI and digital transformation solutions while reinforcing the company's transition from phase-driven expansion to structural growth.
Looking ahead, Shing said AI transformation will become a fundamental requirement for enterprises across industries. Taiwan Mobile has embedded AI across its own operational scenarios—covering telecommunications networks, retail operations, customer service, R&D, and corporate functions—before transforming proven internal capabilities into scalable enterprise solutions. This approach has enabled the company to build a sustainable business model that turns practical AI experience into commercially deployable solutions for enterprises.
To accelerate enterprise AI adoption, Taiwan Mobile partnered with BRONCI Technology to introduce myVoca, Taiwan's first automatic speech recognition (ASR) model capable of recognizing mixed Mandarin, Taiwanese, English, and Hakka speech. Building on GenAIus, its enterprise AI platform, Taiwan Mobile has further expanded its AI portfolio to nearly 20 enterprise AI applications, including text-to-speech, intelligent customer service, and AI-powered employee productivity solutions, helping organizations across industries accelerate AI transformation.
Taiwan Mobile is also accelerating the deployment of AI data center (AIDC) infrastructure and AI computing capabilities. Leveraging industry-leading NVIDIA computing infrastructure, the company has officially launched AI Computing Services while continuing to expand its Data Center ecosystem, which now comprises more than 90 ecosystem partners. By integrating data centers, computing power, cloud services, cybersecurity, and AI applications, Taiwan Mobile is building the high-performance digital infrastructure enterprises need to support AI transformation at scale.
Beyond AI infrastructure, Taiwan Mobile continues to expand its enterprise solutions ecosystem through strategic partnerships. The company has become the exclusive distributor in Taiwan for Liminal's digital asset wallet infrastructure services and, together with strategic partner Syscom Computer Engineering, is targeting highly regulated industries such as financial services. Taiwan Mobile is also partnering with LINE WORKS to strengthen enterprise communications and collaboration. Building on its deep expertise in telecommunications and energy management, the company is collaborating with ecosystem partners to establish an integrated "Generate, Store, Save, and Charge" energy ecosystem, providing one-stop solutions that help enterprises secure renewable energy, optimize energy efficiency, and accelerate their energy transition.
Telco+Tech Business Expands AI-Powered Consumer Experiences Across the T.E.A.M. Taiwan Ecosystem
Chialin Wu, Vice President of Brand Communications and Public Relations at Taiwan Mobile, said AI has become the core engine driving the continued expansion of the company's Telco+Tech business. Excluding momo, revenue from Taiwan Mobile's New Tech Business grew 32% year over year in the first quarter of 2026. In particular, AI-powered consumer-facing businesses continued to outperform the market, becoming a key driver of the New Tech Business's overall growth.
Through TWEX, Taiwan Mobile is bringing Web3 into the mainstream by combining telecom-grade trust with financial-grade compliance. AI-powered identity verification has increased registration conversion to 85%, approximately 1.5 times the industry average. Despite cautious market sentiment during the first quarter of 2026, TWEX maintained 41% year-over-year growth in trading volume. Nearly 70% of all transactions were valued below NT$999, demonstrating that digital asset investing is evolving from a high-threshold investment activity into an accessible financial service for everyday investors.
TWEX also opened corporate account applications in January, with listed companies valued at over NT$100 billion already entering the application process, laying the foundation for future enterprise applications, including stablecoins.
AI is also reshaping Taiwan Mobile's EC Services for Brands business by optimizing marketing and channel strategies while creating scalable and replicable business models for partner brands across both online and offline channels. Working with PHILIPS, Taiwan Mobile successfully launched the Airfryer 7000 Series through an online crowdfunding platform, generating more than NT$20 million in sales. The company also introduced SNOWS, Hokkaido's leading confectionery brand, to Taiwan through its first local pop-up store, generating more than NT$17 million in revenue. Together, these campaigns generated more than 500,000 social media engagements.
In the first quarter of 2026, EC Services for Brands revenue increased 174% year over year, channel coverage reached 90%, and the number of partner brands grew 642%. The business has established a highly scalable operating model, positioning Taiwan Mobile as a growth accelerator for brands seeking to expand in the Taiwan market.
Taiwan Mobile is also accelerating the growth of its Telecom Financial Services through AI-powered customer experiences. OP Pay Later leverages AI-powered credit assessment to dynamically adjust credit limits, enabling frictionless installment payments at the point of purchase. Meanwhile, OP Insurance uses AI to recommend personalized insurance products proactively, delivering protection before customers even realize they need it.
In the first quarter of 2026, transaction volume for OP Pay Later increased 80% year over year, while the number of participating merchants expanded 34-fold. Policies issued through OP Insurance grew 85%, with the number of insurance products expanding 5.3 times. Together, these businesses have positioned Taiwan Mobile among the leading providers of telecom financial services in Asia.
As AI reshapes the competitive landscape, Taiwan Mobile will continue integrating Agentic AI across its operations while empowering customers through AI-driven services. Supported by rapidly accelerating enterprise AI adoption, the company's Telco, Telco+, and Telco+Tech growth engines continue to reinforce one another, marking the beginning of Taiwan Mobile's next golden decade. As AI applications continue to create new revenue streams and enhance profitability, Taiwan Mobile will further strengthen sustainable governance, optimize operational excellence, and create long-term value for customers, partners, shareholders, and society.
