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Jun 30, 2020

Amkor Q2 2020 Earnings Report

Reported financial results for the second quarter of 2020, with revenue driven by broad-based demand and strategic investments in advanced packaging technology and manufacturing capacity.

Key Takeaways

Amkor Technology reported a strong second quarter in 2020, with net sales of $1.17 billion, a 31% increase year-over-year. The company's operating income was $87 million, with an operating margin of 7.4%. Net income was $55 million, resulting in earnings per diluted share of $0.23.

Net sales increased by 31% year-over-year, reaching $1.17 billion.

Operating income was $87 million, with an operating margin of 7.4%.

Net income was $55 million, and earnings per diluted share were $0.23.

The company ended the quarter with net debt of $450 million.

Total Revenue
$1.17B
Previous year: $895M
+31.0%
EPS
$0.23
Previous year: -$0.01
-2400.0%
Communications Revenue
38%
Previous year: 37%
+2.7%
Automotive/Industrial Revenue
19%
Previous year: 29%
-34.5%
Computing Revenue
16%
Previous year: 19%
-15.8%
Gross Profit
$192M
Previous year: $123M
+55.8%
Cash and Equivalents
$783M
Previous year: $551M
+42.0%
Free Cash Flow
$67.4M
Previous year: $46.4M
+45.1%
Total Assets
$5.12B
Previous year: $4.31B
+18.7%

Amkor

Amkor

Amkor Revenue by Segment

Forward Guidance

The company expects sequential revenue growth in the third quarter, driven by the launch of flagship smartphones, including more 5G models.

Positive Outlook

  • Net sales of $1.2 billion to $1.3 billion.
  • Gross margin of 15% to 18%.
  • Net income of $42 million to $85 million, or $0.17 to $0.35 per diluted share.
  • Full year 2020 capital expenditures of approximately $550 million.
  • Growth driven by the launch of flagship smartphones, including more 5G models

Challenges Ahead

  • Health conditions or pandemics, such as COVID-19, impacting labor availability and operating capacity.
  • Dependence on the highly cyclical, volatile semiconductor industry.
  • Industry downturns and declines in global economic and financial conditions.
  • Fluctuation in demand for semiconductors and conditions in the semiconductor industry generally.
  • Changes in our capacity and capacity utilization rates and fluctuations in our manufacturing yields.

Revenue & Expenses

Visualization of income flow from segment revenue to net income