Netcom’s November revenue has been released one after another. Zhibang increased monthly and annual growth by more than 10%. After the termination of the 5-month annual decrease, Zhiyi and Zhonglei’s monthly revenue also posted an annual increase of more than 10%.
Zhibang (2345-TW) had a revenue of 4.99 billion yuan in November, up 14% monthly and 17.1% annually. After June this year, it has returned to the dual growth track; cumulative revenue for the first November was 48.12 billion yuan, a year-on-year decrease of 4.3 %.
Zhibang will have sufficient camping activities next year, including AI, open network operating systems and hardware equipment, and open telecommunication network infrastructure. Among them, AI-related products are expected to account for 10% of revenue next year.
Zhiyi (3596-TW) November revenue was 3.08 billion yuan, stable at 3 billion yuan. Although the monthly decrease was 7.2%, the annual increase was 15.2%; the accumulated revenue for the first November was 31.04 billion yuan, an annual increase of 2.1%.
Zhiyi will also have three major drivers next year, including 5G CPE user-end products, which have won orders from many telecom operators, and Wifi 6 has also entered retailers and operators. In addition, Cable Modem has also entered large MSO system operators. , Will continue to contribute to operations.
Zhonglei (5388-TW) also simultaneously announced November revenue. Monthly revenue was 3.627 billion yuan. Although it decreased by 0.5% on the month, it also increased by 10.1% annually. The revenue for the first 11 months was 32.787 billion yuan, an increase of 15.2% annually.