Taiwan Mobile delivered solid January results, with consolidated revenue rising 4% YoY, driven by continued growth in the telecom and cable TV revenues, alongside resumed YoY increase in momo’s revenue. Within the core consumer telecom segment, our Sustainable Growth Foundation strategy continued to pay off, accelerating mobile service revenue growth to 3.7% YoY while lowering monthly postpaid churn to a record low of 0.53% in January. The “Telco+” enterprise telecom segment was supported by increasing revenue contributions from our AIDC. Among the “New Telco+Tech” businesses, content-related revenue contributed positively to top-line growth during the month. Operational efficiency also improved, with internal AI-driven initiatives such as the Supermen Program supporting productivity and process optimization. Consolidated operating income and net income grew 16% and 21% YoY, respectively, lifting January EPS to NT$0.46.
Taiwan Mobile announced January 2026 unaudited consolidated revenue of NT$17.15bn; operating income of NT$2.06bn; net income of NT$1.41bn; and EPS of NT$0.46.
George Chang, Chief Financial Officer and Spokesperson, commented that with 5G network deployment nearing completion and a steadily expanding subscriber base, future investments will focus on utilizing AI to enhance network efficiency and user experience to support operating leverage. The Board approved 2026 capex budget on January 27, totaling NT$8.24bn, of which NT$1.03bn will be allocated to e-commerce, while mobile-related capex decreases by approximately 10% compared with last year’s budget. Actual cash payments will be subject to the completion of the network deployment and system provisioning.
Note: For more detailed operational information, please refer to:
https://english.taiwanmobile.com/investor/IRNewsRelease.html