Foxconn Q4 revenue hits record $82.73 billion as AI demand drives 22% surge past expectations

Foxconn's Q4 revenue surges 22.07% from a year earlier on AI demand

TAIPEI, Jan 5 (Reuters) - Taiwan's Foxconn, the world's largest contract electronics maker, reported record fourth-quarter revenue on Monday, driven by strong demand for artificial intelligence products. Revenue for Nvidia's (NVDA.O), opens new tab biggest server maker and Apple's (AAPL.O), opens new tab top iPhone assembler jumped 22.07% from the same quarter last year to T$2.6028 trillion ($82.73 billion), Foxconn said in a statement. ($1 = 31.4620 Taiwan dollars) Reporting by Wen-Yee Lee Our Standards: The Thomson Reuters Trust Principles., opens new tab

Nvidia partner Foxconn reports 22% revenue surge as AI buildout ramps up

Foxconn, a major partner for Nvidia, has reported a 22% surge in revenues in the final quarter of 2025, as tech firms continue to ramp up spending on AI infrastructure. Also known as Hon Hai, Foxconn reported revenues of 2.6 trillion Taiwan dollars ($83 billion) in the quarter up to December, as its components and cloud businesses demonstrated strong growth, the company said. The figure tops analyst expectations of NT$2.4 trillion ($77 billion), according to LSEG estimates. Foxconn is the world's largest contract electronics manufacturer and makes the servers that hold chips in data centers. It also assembles Apple's iPhone. The company has emerged as a key player in AI as companies race to build out infrastructure for the technology. Its share price rose 25% across 2025, following a 76% uptick over the previous year.

Foxconn's Q4 revenue surges 22% to record high on AI demand

Taiwan's Foxconn, the world's largest contract electronics maker, reported record fourth-quarter revenue on ⁠Monday, driven by strong demand for artificial intelligence products. Taiwan's Foxconn, the world's largest contract electronics maker, reported record fourth-quarter revenue on ⁠Monday, driven by strong demand for artificial intelligence products. Revenue for Nvidia's biggest server maker and Apple's top iPhone assembler jumped 22.07% from the same quarter last year to T$2.6028 trillion ($82.73 billion), Foxconn said in a statement. The results exceeded the T$2.418 trillion LSEG SmartEstimate, which gives greater weight to forecasts from analysts who are more consistently accurate. Foxconn said revenue for the quarter grew significantly on both a quarter-on-quarter and year-on-year basis, exceeding its expectations and creating a high base of comparison for the first quarter of 2026. On a U.S. dollar basis, Foxconn said fourth-quarter revenue rose 26.4%. The growth was driven by strong performance in Foxconn's cloud and networking products division, led by booming demand for AI products, while its smart consumer electronics segment - which includes iPhones - posted a slight revenue decline due to unfavorable exchange rates. In December alone, Foxconn posted revenue of T$862.86 billion, up 31.77% annually and a record for that month. Foxconn, formally ⁠called Hon ⁠Hai Precision Industry, does not provide numerical forecasts. It will report fourth-quarter earnings in March. Foxconn's shares rose 25.3% last year, in line with the broader Taiwan market. The stock closed up 1.08% on Monday ahead of the revenue data, compared with a 2.57% gain for the benchmark index. ($1 = 31.4620 Taiwan dollars)

Gene Munster Flags Positive Signal For Nvidia And Apple As Foxconn Smashes Q4 Revenue Estimates - Apple (NASDAQ:AAPL), Hon Hai Precision (OTC:HNHAF)

On Monday, Foxconn Technology Group, also known as Hon Hai Precision Industry Co., Ltd (OTC:HNHAF) (OTC:HNHPF), delivered a record-breaking fourth quarter as surging artificial intelligence demand propelled revenue well past Wall Street expectations. This is also reinforced optimism around Nvidia Corp (NASDAQ:NVDA) and Apple Inc. (NASDAQ:AAPL). AI Server Demand Powers Record Quarter Foxconn, the world's largest contract electronics manufacturer, reported fourth-quarter revenue of NTD 2.6 trillion ($82.7 billion), up 22% year over year, marking its strongest quarter on record, reported Reuters. The result topped the NTD 2.42 trillion consensus estimate compiled by LSEG. On a U.S. dollar basis, revenue climbed 26.4%, Foxconn said. In December, Foxconn generated NTD 862.86 billion in revenue, a 31.77% year-over-year increase and the highest December total in the company's history. See Also: Nvidia CEO Jensen Huang Says Blackwell Successor Vera Rubin Is In 'Full Production' At CES 2026: Here Is Everything You Need To Know Cloud And Networking Lead The Charge The growth was driven primarily by Foxconn's cloud and networking products segment, fueled by booming demand for AI servers and server rack solutions. Foxconn is a key manufacturing partner for Nvidia, building servers that house the chipmaker's GPUs used in AI training and data centers. Foxconn said quarterly revenue rose sharply on both a sequential and annual basis, exceeding internal expectations and setting a high comparison bar for early 2026. iPhone Segment Softens, But Signals Remain Positive Foxconn's smart consumer electronics division, which includes iPhone assembly for Apple, posted a slight decline due largely to unfavorable foreign exchange movements. Deepwater Asset Management Managing Partner Gene Munster said the results still point to healthy demand. Munster wrote that Foxconn exceeded revenue estimates by 8%, posting 22% growth compared with the Street's 13% forecast. He also highlighted the company's role as a key manufacturer of Nvidia GPUs and related products. "It's also a positive read on $AAPL iPhone demand for the December quarter," he said. Foxconn will report full fourth-quarter earnings in March. Price Action: Nvidia shares are up 25.89% in the past 12 months, while Apple has gained 9.09% during the same period, according to Benzinga Pro. According to Benzinga Edge Stock Rankings, Nvidia sits in the 94th percentile for Growth and the 97th percentile for Quality. See how it stacks up against competitors here. Read Next: Beyond Nvidia: Dan Ives Names Top AI Stocks For 2026 Photo Courtesy: Jonathan Weiss on Shutterstock.com Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. AAPLApple Inc$266.91-0.13%OverviewHNHAFHon Hai Precision Industry Co Ltd$7.70-%HNHPFHon Hai Precision Industry Co Ltd$14.901.98%NVDANVIDIA Corp$187.99-0.07%Market News and Data brought to you by Benzinga APIs

Foxconn's Q4 revenue surges 22% to record high on AI demand

TAIPEI, Jan 5 (Reuters) - Taiwan's Foxconn, the world's largest contract electronics maker, reported record fourth-quarter revenue on Monday, driven by strong demand for artificial intelligence products. Revenue for Nvidia's biggest server maker and Apple's top iPhone assembler jumped 22.07% from the same quarter last year to T$2.6028 trillion ($82.73 billion), Foxconn said in a statement. The results exceeded the T$2.418 trillion LSEG SmartEstimate, which gives greater weight to forecasts from analysts who are more consistently accurate. Foxconn said revenue for the quarter grew significantly on both a quarter-on-quarter and year-on-year basis, exceeding its expectations and creating a high base of comparison for the first quarter of 2026. On a U.S. dollar basis, Foxconn said fourth-quarter revenue rose 26.4%. The growth was driven by strong performance in Foxconn's cloud and networking products division, led by booming demand for AI products, while its smart consumer electronics segment - which includes iPhones - posted a slight revenue decline due to unfavorable exchange rates. In December alone, Foxconn posted revenue of T$862.86 billion, up 31.77% annually and a record for that month. Foxconn, formally called Hon Hai Precision Industry, does not provide numerical forecasts. It will report fourth-quarter earnings in March. Foxconn's shares rose 25.3% last year, in line with the broader Taiwan market. The stock closed up 1.08% on Monday ahead of the revenue data, compared with a 2.57% gain for the benchmark index. ($1 = 31.4620 Taiwan dollars) (Reporting by Wen-Yee Lee and Ben Blanchard; Editing by Jacqueline Wong)