TSM
TSMC·NYSE
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TSM fundamentals
TSMC (TSM) released its earnings on Oct 16, 2025: revenue was 33.10B (YoY +40.25%), beat estimates; EPS was 2.92 (YoY +49.74%), beat estimates.
Revenue / YoY
33.10B
+40.25%
EPS / YoY
2.92
+49.74%
Report date
Oct 16, 2025
TSM Earnings Call Summary for Q3,2025
- Revenue Beat: Q3 2025 revenue $33.1B (+10.1% QoQ), above guidance, driven by AI and HPC demand.
- Gross Margin Expansion: 59.5% (vs. 58.6% Q2), with 200bps beat vs. guidance due to FX and cost savings.
- AI Growth Momentum: 2025 AI CAGR mid-40s%, token volume growth exponential, offset by node migration efficiency.
- CapEx Intensity: 2025 CapEx $40-42B (70% advanced tech), reflecting confidence in AI-driven growth.
- Geopolitical Risk: 1-2% gross margin dilution from overseas fabs in 2025, widening to 3-4% in later years.
EPS
Revenue
Revenue & Expenses
TSM has released its 2025 Q3 earnings report, with revenue of 32.50B, reflecting a YoY change of 35.40%, and net profit of 14.83B, showing a YoY change of 44.40%. The Sankey diagram below clearly presents TSM's revenue sources and cost distribution.
Key Indicators
TSMC (TSM) key financial stats and ratios, covering profitability, financial health, and leverage.
TSMC (TSM)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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TSMC (TSM)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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TSMC (TSM)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does TSMC (TSM) generate its revenue? Explore its key revenue streams and top earning regions.
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Track TSMC (TSM) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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You can ask Aime
What were the key takeaways from TSMC's earnings call?What is the revenue and EPS growth rate for TSMC year over year?What guidance did TSMC's management provide for the next earnings period?What were the key takeaways from TSMC’s earnings call?What is the market's earnings forecast for TSMC next quarter?What does TSMC do and what are its main business segments?Did TSMC beat or miss consensus estimates last quarter?What factors drove the changes in TSMC's revenue and profit?
