Chunghwa Telecom Co., Ltd. · CHT · FY2026 Q3 · Calendar Q4 2026

Chunghwa Telecom reports record Q3 as mobile, broadband and ICT expand

Q3 suggests broad demand across mobile, broadband and enterprise ICT is supporting growth. Project mix and one-off asset-revitalization contributions, however, limit how cleanly reported growth translates into recurring, higher-margin earnings.

Reported November 4, 2026Before market openNYSECommunication Services $37.72B market cap

100quality score

Earnings scorecard

Reported versus consensus

Reported EPS $0.18 Consensus $0.41

EPS surprise -55.7% Reported versus consensus

Reported revenue $767.9M Consensus $1.91B

Revenue surprise -59.9% Reported versus consensus

Market reaction

prior-close to event-session close

Stock move +0.9% Event window

SPY move +1.5% Same window

Abnormal move -0.5% Stock minus SPY

Volume 0.2× Versus trailing sessions

Subsequent drift 0.0% Up to 20 sessions

CHTSPY benchmark

Ask FN2 about CHT FY2026 Q3

Transcript, numbers and history already loaded

Why did CHT rise 0.9% after missing EPS estimates in FY2026 Q3?What changed in CHT's guidance and outlook in FY2026 Q3?Give me the bull and bear case for CHT after FY2026 Q3 earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Transcript intelligence

What changed

The supplied call analysis describes record Q3 revenue and EPS, extending the prior quarter's strong performance. Enterprise ICT grew across cloud, IDC, cybersecurity and AIoT, while satellite-related revenue also increased. Management highlighted international wins and an expanded Google collaboration; the analysis also flags asset revitalization as a non-repeatable contribution with unpredictable future size.

Guidance delta

Guidance sentiment is described as maintained. Management expressed confidence in surpassing full-year guidance; the supplied analysis gives no revised numerical guidance.

Key takeaways

Management attributed growth to 5G adoption, fixed-broadband upgrades and enterprise ICT demand.
Enterprise ICT growth was broad, with cloud, IDC, cybersecurity and AIoT all contributing, according to the supplied analysis.
Satellite-related revenue grew, alongside government contract wins and international expansion.
Recurring revenue quality and margins are less clear because ICT includes hardware and construction work, and asset revitalization is not expected to be repeatable.

Management priorities

Expand 5G coverage and prepare network slicing.
Scale AI offerings and consumer AI collaboration with Google.
Grow AIDC capacity and recurring AIoT and GPU-leasing models.
Expand satellite and international connectivity services.

Risks

Asset-revitalization contributions may not recur and their future scale is uncertain.
Lower-margin hardware and construction components within ICT projects may pressure margins.
Higher personnel and bonus expenses could weigh on profitability if revenue growth slows.
The timing of mobile capex could affect network rollout targets.

Analyst concerns

The supplied analysis does not break out recurring service revenue versus one-time ICT projects.
Margins by ICT project type and the hardware-versus-services revenue mix are unclear.
The future contribution from asset-revitalization initiatives is uncertain.

Editorial confidence: medium
Synthesis relies on supplied transcript analysis; underlying transcript… · The supplied event scorecard and transcript analysis report results in…

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Company context

Snapshot as of publication

Chunghwa Telecom Co., Ltd., along with its subsidiaries, operates as a leading telecommunications service provider, serving customers both within Taiwan and across international markets. The company organizes its extensive operations into several core divisions, including domestic fixed communications, mobile communications, internet services, international fixed communications, and various other business ventures. At its foundation, Chunghwa Telecom delivers a comprehensive suite of traditional telecom services, encompassing local and long-distance telephone access, high-speed broadband internet, and complementary value-added services. It also facilitates crucial network interconnection services for other mobile and fixed-line operators. Beyond these essential offerings, the company provides robust mobile communication solutions, its proprietary HiNet internet platform, data communication services, cloud computing resources, internet data center facilities, and global long-distance telephony and data transmission.…

Communication Services peers this season

Latest reports in the same sector

Company	Quarter	EPS surprise	Market move	Headline
SKM SK Telecom Co.,Ltd	FY2026 Q3 · Calendar Q4 2026	—	+3.8%	SK Telecom pairs steady mobile performance with heavier AI infrastructure plans

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Sources

Earnings call transcript and parsed analysis · 2026-11-04T15:10:06.463859+00:00
FN2 earnings calendar · 2026-11-04T01:23:13.345574+00:00
Polygon adjusted daily market bars · 2026-11-04T16:50:48.606517+00:00

Methodology

Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.

Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.

By FN2 Research · Updated November 4, 2026 · As of 2026-11-04. For educational purposes only; not investment advice.