{"url":"https://newsforagent.com/news/2026-11-12/quanta-computer-record-revenue-margin","markdown_url":"https://newsforagent.com/news/2026-11-12/quanta-computer-record-revenue-margin.md","title":"Quanta Computer Posts Record $34.1 Billion Quarter","headline":"Quanta Computer's Record $34.1 Billion Quarter Comes With a 4.75% Gross Margin","description":"Quanta Computer reported record third-quarter revenue of $34.1 billion, up 125.2%, while gross margin fell to 4.75% as AI servers took over the sales mix.","section":"Earnings & Results","published_at":"2026-11-12T01:39:17+00:00","modified_at":"2026-11-12T01:39:17+00:00","author":"News Desk","key_takeaways":["Quanta Computer's third-quarter 2026 revenue reached NT$1.115545 trillion, about $34.1 billion, up 125.2% year-over-year.","Gross margin fell to 4.75% from 6.85% a year earlier, while net profit attributable to the parent rose 73% to NT$28.422 billion.","Servers made up more than 80% of third-quarter revenue, and Quanta expects them to reach 85-90% of total revenue in 2027."],"companies":[{"name":"Quanta Computer","is_primary":true,"profile_url":null,"website":"http://www.quantatw.com/Quanta/english"}],"source":{"publisher":"Crypto Briefing","title":"Quanta Computer posts record revenue as AI servers squeeze gross margin to 4.75%","url":"https://cryptobriefing.com/quanta-computer-record-revenue-ai-servers-margin/"},"other_sources":[{"publisher":"The Motley Fool","url":"https://www.fool.com/earnings/takeaways/2026/11/11/celestica-3-key-takeaways-for-long-term-investors/"},{"publisher":"The Motley Fool","url":"https://www.fool.com/coverage/charts/2026/11/09/applied-materials-vs-dell-technologies-comparing-stable-vs-accelerating-revenue-between-these-artificial-intelligence-companies/?source=iedfolrf0000001"},{"publisher":"The Motley Fool","url":"https://www.fool.com/investing/2026/11/09/berkshire-hathaway-ai-stock-poised-outperform/?source=iedfolrf0000001"},{"publisher":"Moomoo","url":"https://www.moomoo.com/news/post/1003945094/earnings-preview-the-buy-side-strike-in-the-technology-sector"}],"tags":["Earnings & Results","Quanta Computer"],"body_markdown":"Quanta Computer reported record third-quarter 2026 consolidated revenue of NT$1.115545 trillion, roughly $34.1 billion, up 125.2% year-over-year, while gross margin fell to 4.75%. [Crypto Briefing](https://cryptobriefing.com/quanta-computer-record-revenue-ai-servers-margin/) reported the results on November 12, 2026. The Taiwanese contract manufacturer makes notebooks and AI server racks for other companies' brands.\n\n## Quanta's Record Quarter and the 4.75% Margin\n\nRevenue rose 7.6% from the second quarter. Nine-month revenue came to NT$2.961358 trillion, approximately $90.2 billion, up 99.4% from the same stretch a year earlier, and both the quarterly and nine-month figures set company records. Gross margin fell from 5.02% in the second quarter and 6.85% in the year-ago period, a 27 basis point drop quarter-over-quarter and a 210 basis point decline year-over-year.\n\nQuanta attributed the margin pressure to higher material costs for notebooks, lower notebook shipments and a mix tilted toward pricier AI server racks. Operating profit rose 75.3% year-over-year to NT$32.204 billion, and net profit attributable to the parent company climbed 73% to NT$28.422 billion, or NT$7.08 per share for the quarter. Nine-month earnings per share reached NT$20.03, another company record.\n\nAt an investor conference on November 11, 2026, management said servers made up more than 80% of third-quarter revenue, with AI servers at 75-80% of that server revenue. Quanta expects servers to account for 85-90% of total revenue in 2027, with AI servers at 80-85% of server revenue. Executives framed the strategy around absolute profit growth rather than percentage margins.\n\n## Quanta's Path From HP Supply to AI Servers\n\nQuanta cut off supply to HP for one week in September 2026, forcing HP to raise prices, a move driven by its surging server business, DIGITIMES Asia reported. In October 2026, Vicor Corporation sought a second US import ban on AI server power hardware from Foxconn, Quanta and Delta, according to DIGITIMES Asia. Also in October 2026, the USITC set a 45-day target for completing a patent investigation involving Quanta, Min News reported.\n\n## How Celestica and Dell Compare on AI Revenue\n\nCelestica reported third-quarter 2026 results and projected full-year 2027 revenue of $40 billion, driven by AI infrastructure demand, [The Motley Fool](https://www.fool.com/earnings/takeaways/2026/11/11/celestica-3-key-takeaways-for-long-term-investors/) reported on November 11, 2026. Dell Technologies posted record fiscal second-quarter 2026 revenue of $47 billion, up 58% year-over-year, with a 20.9% gross margin, [The Motley Fool](https://www.fool.com/coverage/charts/2026/11/09/applied-materials-vs-dell-technologies-comparing-stable-vs-accelerating-revenue-between-these-artificial-intelligence-companies/?source=iedfolrf0000001) reported on November 10, 2026.\n\n## Cisco's November 12 Earnings Report\n\nCisco is set to report earnings on November 12, 2026, with market expectations of 33% EPS growth and revenue of $18.09 billion, [Moomoo](https://www.moomoo.com/news/post/1003945094/earnings-preview-the-buy-side-strike-in-the-technology-sector) reported on November 9, 2026.\n","publisher":{"name":"News for Agent","url":"https://newsforagent.com"}}