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Telecom Giants Report Strong September Earnings Driven by iPhone Sales
Communications · Major Telecommunications · economic_daily · 2026-10-12
Taiwan's three major telecom operators reported strong September results, boosted by iPhone 18 Pro sales and enterprise AI demand, with Chunghwa Telecom leading in EPS.
What Happened
Chunghwa Telecom's Performance: Chunghwa Telecom led the sector with an EPS of NT$0.57 in September, achieving record-high revenue and profit for the period. Growth was driven by ICT project deliveries and strong demand for cloud and IDC services, alongside the new iPhone launch.
Taiwan Mobile and Far EasTone: Taiwan Mobile's cumulative EPS for the first nine months reached NT$4.26, slightly ahead of Chunghwa Telecom. Far EasTone saw September revenue exceed NT$10 billion, with its nine-month profit forecast achievement rate hitting 110%, supported by 5G penetration and iPhone sales.
Growth Drivers: All three operators benefited from the strong demand for the iPhone 18 Pro, which boosted mobile subscriber numbers and ARPU. Additionally, enterprise demand for AI, cloud services, and cybersecurity has become a key driver for revenue and profit growth.
Future Outlook: Telecom operators continue to integrate AI tools and accelerate digital transformation. With ongoing demand for smart ICT and high-speed broadband, the industry is expected to maintain stable performance and optimized profitability through the fourth quarter.
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