Samsung Q3 Operating Income Surges to 107.44 Trillion Won; Shares Fall 4.6% Despite Record Results

Samsung Electronics (005930.KS, SSNLF) reported third-quarter operating income of 107.44 trillion won, up sharply from 12.17 trillion won a year earlier, marking the first time a global tech company has exceeded 100 trillion won in quarterly operating profit. Shares fell 4.6% to 231,000 won in South Korean trading. Revenue climbed 126.88% to 195.25 trillion won from 86.06 trillion won a year ago and rose 13.85% sequentially. Net income attributable to parent shareholders was 75.21 trillion won versus 12.01 trillion won. The Device Solutions division posted 147.1 trillion won in consolidated revenue, up 15% sequentially, with the Memory Business setting all-time quarterly highs for revenue and operating profit. Samsung said the Memory Business expects AI infrastructure capital expenditure to reach a historic level in 2027, with AI-driven demand far exceeding industry supply compared with 2026. The Device eXperience division recorded an operating loss of 0.8 trillion won despite 8% sequential revenue growth. The company declared a third-quarter cash dividend of 4,601 won per common and preferred share, totaling 30 trillion won.