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ALi Corporation (3041 TT) today announced the total consolidated revenue for September 2012 reached NT$550.6 million, representing an increase of 54.7% MoM and 46.3% YoY. Aggregate revenue from January to September of 2012 was NT$3.94 billion, up 53.7% from the same period last year.


The company expressed that increasing demand from retail STB market and improving condition on inventory adjustment in most channels helped build customers’ confidence. Product sales from high-definition and standard-definition (satellite and terrestrial included) of retail STB in September increased compared to last month. Continuous ASO (Analog Switch-off) in some regions of Southern Europe contributed to maintaining a certain level of revenue from standard-definition terrestrial products. The coming peak season in China market and the recovering Pay-TV operator market also led to the growth in revenue.  Looking forward, outlook of the company is promising with efforts in developing various types of products targeting high-definition and IP STB (OTT) in retail market, as well as cultivating relationship with Pay-TV operators.

Consolidated Sales Report, Sep 2012 (in NT$1,000)

Item Sep Aug Difference MoM
Net Sales 550,637 356,049 194,588 54.7%

Item 2012 2011 Difference YoY
Sep 550,637 376,309 174,328 46.3%
January to Sep 3,939,107 2,563,143 1,375,964 53.7%

Note: Figures have not been audited.

ALi Corporation (3041 TT) today announced the total consolidated revenue for August 2012 reached NT$356.0 million, representing an increase of 12.9% MoM and 17.6% YoY. Aggregate revenue from January to August of 2012 was NT$3.39 billion, up 54.9% from the same period last year.


The company explained that the STB product sales from high-definition (satellite and terrestrial included) and standard-definition terrestrial of retail STB in August increased compared to last month, resulting from increase of existing customers’ orders, ASO (Analog Switch-off) in some regions of Southern Europe, and launch of new terrestrial products. Revenue contribution from IP STB (OTT, Over-the-top) in retail market also increased significantly on a month-over-month basis. Looking forward, outlook of the company is promising with efforts in developing various types of products targeting high-definition and IP STB (OTT) in retail market, as well as cultivating relationship with Pay-TV operators.


In addition, the company announced mass production in this quarter of new products including the ISDB-T SoC targeting Latin America and the DVB-T2 solution partnered with Panasonic Corporation’s Semiconductor Business Group.  ALi’s new products enable better cost efficiency and design flexibility, making them excellent choices for customers in regions such as Latin America, Eastern Europe, Asian Pacific, and Africa.
 

Consolidated Sales Report, Aug 2012 (in NT$1,000)

Item Aug July Difference MoM
Net Sales 356,049 315,396 40,653 12.9%
Item 2012 2011 Difference YoY
Aug 356,049 302,645 53,404 17.6%
January to Aug 3,388,470 2,186,834 1,201,636 54.9%

Note: Figures have not been audited.

ALi Corporation (3041 TT) today announced the total consolidated revenue for July 2012 reached NT$315.4 million, representing a decrease of 22.5% MoM and an increase of 22.1% YoY. Aggregate revenue from January to July of 2012 was NT$3.03 billion, up 60.9% from the same period last year.


The company explained that product sales of retail STB in July decreased compared to last month, resulting from the summer vacation effect in Western Europe and some emerging markets in addition to high inventory level retained by distributors and end clients. However, the consolidated monthly sales increased by 22.1% YoY and aggregate revenue from January to July of 2012 still represented an increase by 60% compared to the same period of previous year as the company has been developing various types of products targeting high-definition and IP STB (OTT) in retail market, as well as cultivating relationship with Pay-TV operators for a couple of years, all three of which are key growth drivers to boost sales scale.


The company also declared to pay a cash dividend of NT$1.78 per share on August 17th, 2012 by either wire remittances or checks.
 

Consolidated Sales Report, July 2012 (in NT$1,000)

Net Sales 2012 2011 Difference YoY
July 315,396 258,335 57,061 22.1%
January to July 3,032,421 1,884,189 1,148,232 60.9%

Note: Figures have not been audited.

ALi Corporation (3041 TT) today held its second quarter online earnings conference and announced consolidated revenue of NT$1,291 million, consolidated gross profit of NT$627 million with consolidated gross profit margin of 49%, consolidated operating income of NT$251 million with consolidated operating profit margin of 19%, net income of NT$213 million, and basic earnings per share of NT$0.73 for the second quarter ended June 30, 2012.


ALi Corporation stated that second quarter consolidated revenue, as expected, representing a decrease of 9% on a quarter-over-quarter basis, was basically affected by declining demand due to the expiring deadline of ASO (Analog Switch-off) in Western European countries. However, second quarter consolidated revenue still represented an increase of 47% compared to the same period of previous year as the company has been developing various types of products targeting high-definition and IP STB (OTT) in retail market, as well as cultivating relationship with Pay-TV operators for a couple of years, all three of which are key growth drivers to boost sales scale. The gross profit margin of 49%, similar to the previous quarter but representing an increase by 6% year-over-year, was driven by the high contribution from high-definition chipsets with better margin. Moreover, well-controlled OPEX during this quarter led to the higher-than-expected operating profit margin. Though the profit level dropped quarterly due to declining top line, the consolidated operating profit and net income grew by more than 100% on the year-over-year basis.


For the product line contribution of the second quarter, STB accounted for 92% of the revenue, a slight decline compared to the ratio of 96% in the first quarter. ALi’s STB end markets can be categorized into Retail HD, Retail SD Satellite, Retail SD Terrestrial, and retail IP STB (also known as OTT) and Pay-TV operators, which accounted for 61%, 24%, 8%, 1% and 6% of STB revenue contribution respectively. As for geographical revenue breakdown, China accounted for 8% of total STB revenue, while Emerging Market for 58 %, Europe & US for 34 %.


Looking forward, the chairman and CEO, Dr. Ben Lin, stated that the company is conservative about third quarter’s STB market in view of skepticism toward the economic conditions in Western Europe, US, emerging markets, and China, in addition to high inventory level retained by distributors and end clients. Guidance for the third quarter’s consolidated revenue is expected to be between NT$1,029M and NT$1,107M, a decline by 14%~20% on a quarter-over-quarter basis and an increase by 10%~18% on a year-over-year basis, while consolidated gross profit margin between 46.2% and 48.0%, and consolidated operating income rate between 13.6% and 14.0%.

ALi Corporation. (3041 TT) today announced to webcast its second quarter 2012 earnings conference call on Friday, August 3rd at 3 p.m. Taipei Time in Mandarin. Dr. Ben Lin, Chairman & CEO, will host the conference call to discuss the company’s financial results and answer questions from investors.


A live webcast of the conference call will be available through the Investor Relations page on the ALi website. Analysts or media representatives wishing to ask questions may use the toll-free numbers listed below.


Event Details
Event Title : ALi Corp, 2Q12 Earnings Conference Call
Date : 2012-08-03 15:00:00 (Taipei Time)
Speaker : Dr. Ben Lin, Chairman & CEO
Language : Mandarin
Webcast URL
http://www.mzcan.com/cancast/taiwan/index.php?id=tw3041_16&version=c
Dial-In Numbers
TW: 0080 113 6336
HK: 3005 2050
CN: 800 876 8626
UK:0800 279 7818
US: 1866 549 1292 
International Access:+852 3005 2050 
Password: 168005#


Please find further information about the conference on the Company's website www.alitech.com. Questions regarding this conference call may be directed to our Investor Relations Division at +886-2-8752-2000. Thank you.

ALi Corporation (3041 TT) today announced the total consolidated revenue for June 2012 reached NT$406.9 million, representing an increase of 14% MoM and 49% YoY. Aggregate revenue from January to June of 2012 was NT$2.72 billion, up 67% from the same period last year.


The company mentioned that product sales of retail STB and Pay-TV operators in June increased compared to last month. Both high-definition and standard definition products generated higher sales numbers. OTT (Over-The-Top), formally launched in late 2011, also performed a strong surge with continuous dedication from sales team. In addition, the revenue scale of Pay-TV operators market presented a steady growth. Thanks to these growth drivers, the consolidated monthly sales increased by 49% YoY.


ALi Corp. has secured its leading position in the retail STB market. Moreover, the company will keep cultivating Pay-TV operators market and IP STB market for long-term growth momentum.
 

Consolidated Sales Report, June 2012 (in NT$1,000)

Net Sales 2012 2011 Difference YoY
June 406,901 273,128 133,773 49.0%
January to June 2,717,025 1,625,855 1,091,170 67.1%

Year 2012 figures have not been audited.

ALi Corporation (3041 TT) today announced that the total consolidated revenue for May 2012 reached NT$358.3 million, down 32% MoM and up 25% YoY. Aggregate revenue from January to May of 2012 was NT$2.31 billion, up 71% from the same period last year.

The company stated that with the deadline for the switch-off of analogue signals in Western European countries coming up, the company’s strong short-term catalysts surging since the end of last year are wearing off. Meanwhile, short-term inventory adjustment in channels also leads to relatively lower monthly sales numbers in May, which nevertheless is still up 25% from the same period of last year.  

ALi Corp. holds more than 50% of the global market share in the retail STB market; the trend for continuous high definition migration will fundamentally improve the company’s product mix to higher ASP and Gross Margin. Besides the retail STB market, the company has been cultivating Pay-TV operators and IP STB market for a couple of years, which would gradually become the next focal points for long-term growth momentum. 

ALi Corp. schedules to hold its 2011 Annual General Meeting on June 20th. With an EPS of NT$ 2.24 in 2011, once the earnings distribution is approved, the company will issue a cash dividend of NT$1.78, elevating the dividend pay-out ratio in 2011 to 79%.

Consolidated Sales Report, May 2012 (in NT$1,000)

Net Sales 2012 2011 Difference YoY
May 358,254 286,669 71,585 25%
January to May 2,310,124 1,352,727 957,397 71%

Year 2012 figures have not been audited.

ALi Corporation (3041 TT) today announced that the total consolidated revenue for April 2012 reached NT$526.3 million, down 15% MoM and up 65% YoY. Aggregate revenue from January to April of 2012 was NT$1.95 billion, up 83% from the same period last year.

The company stated due to the switch-off of analogue signals in Western European countries, the March monthly numbers posed as a high revenue base for April. As the deadline for the switch-off will soon come up, the effects of the company’s short-term catalysts are likely to wear off. However, long-term growth drivers of Pay-TV expansion, high definition transition and IP/hybrid solution emergence remain intact and are expected to keep growing looking forward.

ALi Corporation and Opera Software, one of the most commonly used browsers in the consumer electronics industry, jointly announced that the newly launched co-designed STB platform supporting hybrid broadcast broadband TV (HbbTV) is ready for mass production. With this platform, the TV world and Internet world have perfectly come together, bringing a seamless and enhanced hybrid TV experience to all TV viewers.

Consolidated Sales Report, April 2012 (in NT$1,000)

Net Sales 2012 2011 Difference YoY
April 526,285 319,258 207,027 65%
January to April 1,951,870 1,066,058 885,812 83%

Year 2012 figures have not been audited.

ALi Corporation (3041 TT) today held its first quarter online earnings conference and reported audited consolidated financial results for the first quarter ending March 31, 2012 with a revenue of NT$1.43 billion, a gross profit of NT$692.1 million, an operating income of NT$300.4 million, a net income of NT$266.6 million, and an EPS of NT$0.91.

On a year over year basis, first quarter revenue increased by 91%, while gross profit increased by 88%, operating income increased by 172%, net income increased by 100%, and EPS increased by 107%. Compared to the fourth quarter of 2011, first quarter results represented a 27% increase in revenue, a 35% increase in gross profit, a 55% increase in operating income, a 79% increase in net income, and a 78% increase in EPS. All figures were prepared in accordance with R.O.C. GAAP.

The company stated that the better than expected first quarter results were driven by long-term growth drivers and short-term catalysts. In a longer-term perspective, the company has been cultivating relationship with Pay-TV operators for a couple of years, as well as developing various types of high-definition Set-top boxes and IP based connected media players, all three of which are generating more revenue than ever before. Besides, the fact that more high-definition programs are being launched ahead of schedule in the emerging markets also led to the increase of the revenue contribution from the company’s high-definition product line. On the short-term side, most of Western European countries are scheduled to switch off analogue signals by the first half of 2012, which was the reason behind the strong growth momentum in the standard-definition terrestrial and high-definition satellite segments over the past few months. 

As to the product line contribution to the first quarter revenue, STB and Digital Audio accounted for 96% and 4% respectively. On a quarter over quarter basis, STB increased by 32% while Digital Audio decreased by 29% due to a slow season effect.

Based on different market segments, ALi’s STB market can be categorized into Retail HD, Retail SD Satellite, Retail SD Terrestrial, and Pay-TV Operator, accounting for 63%, 22%, 9%, and 6% of ALi’s STB revenue contribution respectively. 

In terms of geographical revenue breakdown, China accounted for 8% of ALi’s total STB revenue, while Emerging Countries for 57% and Europe/US for 35%.

Looking forward, the President, Dr. Ben Lin, stated that due to the switch-off of analogue signals in Western European countries, the first quarter numbers would pose as a high revenue base for future quarters. As the deadline for the switch-off will soon come up, the effects of the company’s short-term catalysts are likely to wear off. As such, guidance for the second quarter revenue is expected to be between flat to down 10% quarter on quarter, which is still up 46%~62% year on year, while gross margin between 48%~50% and operating margin between 16%~19%.

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