52.3% YoY revenue expansion in Q2 2026, reflecting the Renova acquisition and solid organic growth.
TAIPEI, August 4, 2026 —— Nextlink Technology Co., Ltd. (TPEx: 6997) (“Nextlink” or “the Company”), a leading multi-cloud solution provider in Taiwan, announced its financial results for the quarter ended June 30, 2026. Driven by a steady rebound in core business and the successful financial consolidation of its Vietnam-based acquisition, the Company delivered substantial top-line and bottom-line expansion in Q2. Consolidated second-quarter revenue surged 52.3% year-over-year (YoY), while operating profit jumped 103.1% YoY and net profit after tax rose 83.6% YoY. However, influenced by the single-customer credit risk event in Q1 2026, cumulative performance for the first half recorded a modest net loss.
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Second Quarter 2026 Financial Highlights
- Consolidated Revenue: NT$1.58 billion.
- Operating Income: NT$36.10 million.
- Earnings Per Share (EPS): NT$1.46.
- Margins: Gross margin of 8.4%, operating margin of 2.3%, and net margin of 2.0%.
First-Half 2026 Cumulative Highlights
- Consolidated Revenue: NT$2.70 billion.
- Operating Loss: NT$32.59 million.
- Net Loss Per Share: NT$0.86.
- Margins: Gross margin of 8.7%, operating margin of -1.2%, and net margin of -0.7%.
Core Business Strength and M&A Integration Accelerate Revenue Expansion
Consolidated revenue for Q2 2026 reached NT$1.58 billion, a 52.3% increase compared to the same period last year. Supported by ongoing expansion in client count and cloud workload consumption, organic revenue growth (excluding Renova) rose 11.9% YoY. Consolidated revenue demonstrated powerful top-line momentum, propelled by structural growth following the formal inclusion of Renova into group financial reporting.
Following the consolidation of Renova, Cloud Services accounted for 95% of the Q2 consolidated revenue, while Professional Services accounted for 4%.
Both Cloud Services and Professional Services posted synchronized gains. Second-quarter revenue for Cloud Services totaled NT$1.49 billion, up 54.0% YoY and 42.9% quarter-over-quarter (QoQ). Professional Services generated NT$59.96 million, representing a 53.9% YoY increase and a 52.8% QoQ gain.
Cumulative consolidated revenue for the first half of 2026 reached NT$2.70 billion, up 29.4% YoY. Within this total, Cloud Services grew 31.1% YoY, while Professional Services expanded 16.2% YoY.
Bad Debt Provision Recovery Underway; Full-Year Profitability Expected
In terms of profitability, operational performance registered a robust turnaround following a temporary dip in Q1. During the second quarter, management actively optimized operational efficiency while reducing SG&A expenses as a percentage of revenue year-over-year. Furthermore, the successful initial recovery of a portion of accounts receivable has generated write-back gains against the expected credit losses recognized in Q1, further bolstering earnings performance.
For Q2 2026, gross margin was 8.4%, operating margin rebounded steadily to 2.3%, net margin reached 2.0%, and EPS stood at NT$1.46.
Influenced by the single-customer credit risk event in Q1 2026, cumulative performance for the first half recorded a modest net loss.
Cumulative H1 gross margin reached 8.7%, operating margin was -1.2%, net margin was -0.7%, and net loss per share was NT$0.86.
Q3 2026 Outlook
Heading into the third quarter of 2026, as enterprise AI adoption enters the ‘Year of the AI Agent’ and shifts toward cost-effective inference, Nextlink is leveraging its multi-cloud expertise to deliver tailored solutions supporting leading models, including OpenAI, Anthropic Claude, and Alibaba Qwen. Concurrently, the Company is advancing a dual-track expansion across Greater China and Southeast Asia. By unlocking synergies with Renova, Nextlink is building a regional AI and multi-cloud ecosystem poised to drive sustained growth in Professional Services and Managed Services (MSP) revenue.
“We are thrilled to welcome Renova to the Nextlink family,” stated Chee Ching, Chairman of Nextlink Technology. “Nextlink and Renova share a strong cultural fit and seamless alignment on our long-term operational goals. Our teams are actively collaborating to execute joint operational frameworks and business projects. We are confident that this unified team will fully leverage our combined capabilities, laying a solid foundation for future growth.”
Highlighting Nextlink’s recent status as an OpenAI Select Partner, Chairman Ching added: “Following our partnership with Anthropic earlier this year, joining the OpenAI Partner Network in July expands our technical footprint in the AI ecosystem. Nextlink delivers comprehensive, enterprise-grade AI solutions—ranging from cloud modernization and AI solutions and governance to Managed Service Provider (MSP) and Managed Security Service Provider (MSSP) capabilities. Moving forward, we will continue enabling enterprises to streamline AI adoption and accelerate real-world deployment across secure, compliant, and operationally sustainable use cases.”
Consolidated key figures
| Unit: NT$mn (except for EPS) | Q2 2026 | QoQ | YoY | H1 2026 | YoY |
|---|---|---|---|---|---|
| Revenue | 1,580 | 40.9% | 52.3% | 2,701 | 29.4% |
| Gross Profit | 133 | 30.8% | 35.0% | 234 | 8.8% |
| Operating Profit | 36 | – | 103.1% | (33) | -157.0% |
| Net Profit After Tax | 32 | – | 83.6% | (19) | -138.5% |
| EPS (NT$) | 1.46 | – | 84.8% | (0.86) | -309.0% |
| Margins: | |||||
| Gross Margin | 8.4% | 8.7% | |||
| Operating Margin | 2.3% | -1.2% | |||
| Net Margin | 2.0% | -0.7% |
About Nextlink Technology Co., Ltd.
Founded in 2006, Nextlink Technology Co., Ltd., a leading cloud technology service provider in Taiwan, currently operates in Taiwan, Hong Kong, Shanghai, and Southeast Asia. With a team of multi-platform certified architects and experienced professionals, the company provides professional, diverse, and globalized cloud and AI solutions and managed services. Together with its subsidiaries, Microfusion and Renova Cloud, Nextlink offers integrated public, private, and hybrid cloud services, including Amazon Web Services (AWS), Google Cloud, Alibaba Cloud, and Microsoft Azure. Nextlink builds complete cloud ecosystems and tailors multi-cloud architectures for over 2,500 clients globally across industries such as high-tech, gaming, media, retail, and e-commerce, helping enterprises maximize operational synergy.
For more information, please visit: https://www.nextlink.cloud/
Safe Harbor Statement
This press release contains forward-looking statements, will not be updated to reflect new information, future events, or other circumstances. Nextlink Technology Co., Ltd. (the “Company”) assumes no responsibility to update or revise the content of this announcement. The information provided herein is not expressed or implied to be accurate, complete, or reliable, nor does it represent a complete discussion of the Company, industry conditions, or subsequent material developments.
Investor Relations Contact
Emily Hao | ir@nextlink.com.tw | +886-2-8501-5055
