Record Nine-Month Revenue and Operating Turnaround Powered by Surging AI and Cloud Transformation Demand
TAIPEI, November 2, 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 September 30, 2026. Third-quarter consolidated revenue reached NT$1.45 billion, representing a 29.3% year-over-year (YoY) increase, operating income grew 28.0% YoY to NT$35.15 million, and net income after tax rose 35.9% YoY, yielding earnings per share (EPS) of NT$1.30. Sustained enterprise momentum in AI and cloud transformation, coupled with the rapid scaling of the Professional Services business, propelled cumulative revenue for the first nine months to an all-time high of NT$4.151 billion, successfully returning operating income to positive territory.
Third Quarter 2026 Financial Highlights
- Consolidated Revenue: NT$1.45 billion.
- Operating Income: NT$35.15 million.
- Earnings Per Share (EPS): NT$1.30.
- Margins: Gross Margin of 8.9%, Operating Margin of 2.4%, and Net Margin of 2.0%.
First-Nine-Month 2026 Cumulative Highlights
- Consolidated Revenue: NT$4.151 billion.
- Operating Income: NT$2.57 million.
- EPS: NT$0.44.
- Margins: Gross Margin of 8.8%, Operating Margin of 0.1%, and Net Margin of 0.2%.
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Accelerating AI Adoption Drives High-Value Professional Services Expansion
Consolidated revenue for the third quarter of 2026 was NT$1.45 billion. Guided by prudent management principles, the Company proactively streamlined its customer portfolio within Cloud Services. While this prudent optimization temporarily moderated near-term Cloud Services top-line scale, sustained enterprise momentum in AI and cloud transformation drove overall third-quarter revenue up 29.3% year-over-year.
Cloud Services accounted for 92% of the Q3 consolidated revenue, while the revenue contribution from Professional Services jumped to 6%.
Q3 revenue for Cloud Services totaled NT$1.331 billion, representing a 27.3% YoY increase and an 11.1% quarter-over-quarter (QoQ) decline. Professional Services delivered accelerated growth, generating Q3 revenue of NT$86.71 million, representing a 113.7% surge YoY and a 54.8% sequential increase QoQ.
For the first nine months, cumulative consolidated revenue reached NT$4.151 billion, up 29.4% YoY. Within this total, Cloud Services grew 29.9% YoY, while Professional Services expanded 44.5% YoY.
Structural Margin Gains and Credit Recoveries Restore Operating Profitability
Regarding the profitability structure, the rising revenue contribution from Professional Services structurally enhanced overall gross profit performance. Concurrently, the Company continued to strengthen its credit policies and accounts receivable management. The expected credit losses provisioned in the first quarter recognized write-back gains as outstanding accounts were successfully collected. Bolstered by steady core business growth and effective financial controls, cumulative operating income for the first nine months successfully turned positive.
For Q3 2026, gross margin was 8.9%, operating margin recovered steadily to 2.4%, net margin reached 2.0%, and EPS stood at NT$1.30.
For the first nine months, cumulative gross margin reached 8.8%, operating margin was 0.1%, net margin was 0.2%, and EPS was NT$0.44.
Q4 2026 Strategic Outlook
Heading into the fourth quarter of 2026, digital transformation driven by AI agents is proliferating across industries, making cybersecurity and comprehensive AI governance indispensable prerequisites for enterprise AI adoption. Marking its 20th anniversary of commitment to the cloud industry, Nextlink — as a pivotal catalyst for enterprise cloud and AI modernization — has officially launched its “Next AI” strategic framework under the leadership of newly appointed CEO Jerry Chen. This strategic roadmap is designed to guide enterprises through the next phase of their AI journey, infusing robust operational momentum into the Company’s next wave of AI-driven growth.
“The next frontier of enterprise AI adoption extends far beyond simply getting started,” stated Jerry Chen, CEO of Nextlink. “The critical imperatives are: Once deployed, can AI be utilized effectively? When effectively utilized, is its business value clearly visible? And once visible, can operational risks be rigorously governed? This progression forms the foundation of Nextlink’s ‘Next AI’ strategy. From provisioning cloud computing power to operationalize AI, to embedding data governance and real-world use cases to optimize performance; and from visualizing cost and efficiency to validate business value, to enforcing cybersecurity and AI governance to mitigate risk—Nextlink leverages two decades of multi-cloud expertise, a premier partner ecosystem, and our advanced MSP and MSSP capabilities to partner with clients across every step of their AI adoption journey. This strategic focus will expand our share of high-value-added services, continually optimize our revenue and profitability mix, and deliver sustainable, long-term shareholder value.”
Consolidated key figures
| Unit: NT$mn (except for EPS) | 2026Q3 | QoQ | YoY | 2026Q1~Q3 | YoY |
|---|---|---|---|---|---|
| Revenue | 1,450 | -8.2% | 29.3% | 4,151 | 29.4% |
| Gross Profit | 129 | -2.3% | 21.6% | 363 | 13.1% |
| Operating Profit | 35 | -2.6% | 28.0% | 3 | -97.0% |
| Net Profit After Tax | 29 | -11.0% | 35.9% | 10 | -86.3% |
| EPS (NT$) | 1.30 | -11.0% | 36.8% | 0.44 | -86.2% |
| Margins: | |||||
| Gross Margin | 8.9% | 8.8% | |||
| Operating Margin | 2.4% | 0.1% | |||
| Net Margin | 2.0% | 0.2% |
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 2,800 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
