May 11,2026

Taiwan Mobile delivered robust operating performance in April, driven by the sustained momentum of its three growth engines, which bolstered both revenue and profitability. In the core "Telco" segment, the strong sales of unique bundles, including our new Mac offerings, led to steady ARPU growth and a 3% YoY increase in mobile service revenue. Additionally, home business revenue also increased 16% YoY, aided by broadband strength. The “Telco+” enterprise telecom segment maintained double-digit YoY revenue growth, driven by AICT projects and AIDC contributions.  Among the “Telco+Tech” businesses, e-commerce service for brands continued to expand, while momo recorded positive revenue growth for two consecutive months. As for profitability, consolidated operating income rose by 22% YoY, thanks to momentum across all business segments and improved AI-driven operational efficiency. Coupled with higher equity method investment income, net income jumped 37% YoY, with EPS reaching NT$0.47.

 

Taiwan Mobile announced April 2026 unaudited consolidated revenue of NT$15.67bn; operating income of NT$1.99bn; net income of NT$1.43bn; and EPS of NT$0.47. For the first four months of 2026, TWM reported unaudited consolidated revenue of NT$65.45bn; operating income of NT$7.92bn, a 17% YoY growth; net income of NT$5.57bn, a 19% YoY growth; and EPS of NT$1.84.

 

George Chang, Chief Financial Officer and Spokesperson, stated that to meet the demand for AI upgrades across all sectors, the company continues to scale its "Telco+" enterprise segment, which recorded a 26% YoY revenue increase in 1Q26. To strengthen this momentum, Taiwan Mobile has partnered with GMI Cloud—an NVIDIA Cloud Partner (NCP) with priority allocation rights—to deploy advanced NVIDIA computing infrastructure. By integrating high-performance GPUs with dedicated lines and telecom-grade security, Taiwan Mobile has launched the industry's first "Integrated Compute and Connectivity" model, providing a robust platform for enterprise AI deployment.

 

Note: For more detailed operational information, please refer to:

https://english.taiwanmobile.com/investor/IRNewsRelease.html