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Foxconn reports Q4 revenue up 22% YoY to ~$81B, net profit down 2% YoY to ~$1.4B, below ~$1.9B est., due to a higher tax expense, and a 5.9% gross profit margin

The company generates a significant share of its revenue making AI servers for the likes of Nvidia and Amazon

Wall Street Journal Sherry Qin

Discussion

  • @dnystedt Dan Nystedt on x
    Foxconn Chairman Young Liu (World's leading AI server manufacturer) from 4th quarter (Q4) conference (3/16) -AI rack shipments in the Q1 will see strong double-digit growth over Q4 (QoQ). -2026 AI rack shipments will double, with gains each quarter -Holds 40% market share in AI
  • @edzitron.com Ed Zitron on bluesky
    Hon Hai/Foxconn has a 40% market share of AI servers, so each month it's worth keeping an eye on its monthly revenues as a barometer for the health of the industry.  Interesting to see two straight double digit % drops in MoM growth, though january was a record.  —  www.foxconn.c…