Taiwan's major telecom operators delivered robust April results, supported by continued 5G migration, seasonal smartphone demand around Mother's Day, and sustained contributions from enterprise ICT projects. Chunghwa Telecom posted record April revenue and EBITDA, Taiwan Mobile outperformed in profitability and year-to-date EPS, while Far EasTone Telecommunications extended its monthly mobile service revenue growth streak to 62 consecutive months.
Chunghwa Telecom
Chunghwa Telecom reported that its April consolidated revenue rose 7.6% year over year to NT$20.5 billion (US$652 million). Operating income reached NT$4.83 billion, pretax income NT$4.89 billion, net income attributable to parent NT$3.73 billion, and EBITDA NT$8.24 billion. Both revenue and EBITDA marked record highs for the month.
The company attributed its solid April performance to strong growth in ICT services, steady expansion in core telecom operations, robust smartphone sales, and higher contributions from subsidiaries benefiting from AI-related demand.
ICT services were the key growth driver. The company completed and delivered several large-scale data center and AI server room projects, boosting revenue from smart connectivity, IDC cloud services, and cybersecurity solutions. Progress on integrated smart meter systems and smart ticketing projects further supported ICT expansion, with overall ICT revenue growing nearly 30% year over year.
In network resilience-related businesses, recurring revenue continued to benefit from the SJC2 and Apricot submarine cables, both completed by end-2025, as well as the ongoing expansion of satellite services. This drove international circuit revenue and satellite communications income up 9% and 8% year over year, respectively.
Core telecom operations also remained stable. Mobile service revenue continued to rise on more users upgrading to 5G, while roaming revenue improved alongside recovering travel demand. Fixed broadband kept gaining from rising demand for high-speed connectivity. In April, subscribers using speeds above 300Mbps increased 13.5% year over year, reflecting ongoing broadband upgrade trends.
For the first four months of 2026, Chunghwa Telecom reported consolidated revenue of NT$80.49 billion, operating income of NT$17.94 billion, pretax income of NT$18.07 billion, and net income attributable to parent of NT$13.84 billion, with EPS of NT$1.78. All results exceeded internal annual forecast targets, indicating solid execution across business segments.
Taiwan Mobile
Taiwan Mobile delivered strong April results, supported by momentum across its three strategic growth engines: telecom services, enterprise ICT, and digital lifestyle services. April consolidated revenue rose 1.8% year over year to NT$15.67 billion. Operating income increased 22% to NT$1.99 billion, net profit surged 36.6% to NT$1.43 billion, and EPS reached NT$0.47.
For the first four months of 2026, consolidated revenue totaled NT$65.45 billion, up 3% year over year. Operating income grew 17% to NT$7.92 billion, while net profit rose 19% to NT$5.57 billion. Year-to-date EPS reached NT$1.84, reflecting continued profitability strength.
In telecom operations, premium bundled offerings such as Mac-related plans helped lift average revenue per user (ARPU), supporting a 3% year-over-year increase in mobile service revenue. Fixed broadband and household services also remained strong, with revenue increasing 16% year over year, supported by broadband penetration and bundled household solutions.
In the Telco+ enterprise segment, revenue recorded double-digit growth, driven by AICT projects and AIDC-related business expansion. Demand for AI-enabled enterprise solutions continued to strengthen, particularly in cloud infrastructure and digital transformation services. In the Telco+Tech segment, e-commerce momentum remained positive, with Momo contributing stable growth for a second consecutive month.
Taiwan Mobile CFO and spokesperson George Chang noted that the company is accelerating its Telco+ enterprise strategy to capture rising AI transformation demand across industries. Related revenue grew 26% in the first quarter of 2026 compared to a year earlier, highlighting strong traction in enterprise digitalization.
Far EasTone
Far EasTone benefited from a combination of innovative tariff plans encouraging 5G upgrades, Mother's Day smartphone promotions, and steady expansion in smart ICT and digital lifestyle services, driving record April operating performance.
April consolidated revenue reached NT$9.54 billion, up 11.3% year over year. Consolidated EBITDA rose 6.1% to NT$3.294 billion, and net profit increased 23.8% to NT$1.309 billion. EPS reached NT$0.36, marking a record April performance.
For January to April 2026, consolidated revenue increased 7.9% year over year to NT$37.344 billion, EBITDA rose 6.3% to NT$13.370 billion, and net profit grew 16.7% to NT$5.017 billion. Cumulative EPS reached NT$1.39, reflecting sustained growth momentum.
Mobile service revenue in April reached NT$5.271 billion, up 3.1% year over year, marking the 62nd consecutive month of growth since March 2021. Growth was supported by Mother's Day promotions, bundled household appliance offers, and continued 5G migration. Postpaid ARPU increased 2.2% year over year, while 5G penetration among postpaid users rose to 48.7%, the highest among Taiwan's three major telecom operators.
In digital lifestyle services, Far EasTone's friDay Video platform, event ticketing services, and "Far EasTone Protect Net" cybersecurity offering all recorded double-digit growth, reinforcing strong expansion in value-added services. Meanwhile, enterprise smart ICT continued to grow steadily, supported by rising demand for cloud computing, IoT applications, and cybersecurity solutions.
Article translated by Willis Ke and edited by Jerry Chen
