Acer October Revenue Reaches NT$26.39 Billion, Up 24.3%
Key Facts
Acer said on Nov. 9 that consolidated revenue in October reached NT$26.39 billion, up 24.3% year over year, the highest level for the month in five years. Revenue for the first 10 months continued to grow at a similar annual pace, reaching a record level for the period. The company said in a statement that revenue from January to October reached NT$275.94 billion, up 24.0% from the same period a year earlier. That was the highest total for the same period in 13 years. The monthly and cumulative results provide a picture of the Taiwanese company's revenue trajectory in 2026, while published product data show varying growth rates across categories.
Some categories posted notable annual growth in October, with tablet revenue rising 756.3% and Chromebook revenue increasing 113.5%. Desktop computer revenue also rose 34.4% year over year. These rates put tablets and Chromebooks at the top of the categories cited for revenue growth during the month. They do not mean that all product categories moved at the same pace, and the statement did not attribute the increases to any particular cause. Overall, growth in some categories accompanied the expansion of consolidated revenue to its highest October level in five years.
For the first 10 months, Acer said revenue from its commercial business, excluding Chromebooks, rose 37.7% year over year. Revenue from businesses outside PCs and displays also grew more than 35.9% over the same period. Those businesses accounted for 35.3% of group revenue through October, the company said. The figures indicate that activities outside PCs and displays represented more than a third of cumulative revenue, alongside growth in the commercial business. The scope of this comparison differs from the October figures for device categories, as the commercial and business-diversification figures cover January to October.
Third-quarter results announced on Nov. 5 provide financial context preceding the monthly revenue announcement. Quarterly revenue was NT$91.82 billion, up 25.1% year over year and 7.6% quarter over quarter, Acer said. Gross profit was NT$10.96 billion, up 33.9% year over year and 13.0% quarter over quarter, with a gross margin of 11.9%. Operating income was NT$3.02 billion, up 100.7% year over year and 69.5% quarter over quarter, with an operating margin of 3.3%. These results cover the third quarter, so they precede October data and do not represent the month's earnings or profit margin.
Acer's cumulative revenue through September was NT$249.55 billion, up 24.0% year over year, according to its third-quarter results announcement. September and nine-month data showed PC revenue rising 14.8% in September and 21.4% from January to September year over year. Chromebook revenue grew 4.2% in September and 11.1% over the nine months, while tablet revenue jumped 126.6% in the month and rose 12.7% over the cumulative period. The comparison shows differing growth rates across categories, as well as a widening gap between some September rates and October figures reported later. Businesses outside PCs and displays had grown more than 35.9% through September, accounting for 34.7% of group revenue at the time.
Acer shares closed at NT$31.20 on Nov. 9, up 7.59% for the day, with trading volume of 28.28 million shares, according to Investing.com data. The stock reached an intraday high of NT$31.60 and a low of NT$29.60, after opening at NT$29.50. The share performance came on the day the company announced October revenue, but session data alone do not establish the announcement's effect on the share price. The fourth quarter runs from Oct. 1 to Dec. 31, and Acer says its results are announced in March of the following year. The annual and fourth-quarter results will therefore be the next financial milestone on the company's reporting schedule.