1. Linkgenesis Q2 2025 Earnings: Key Highlights
Linkgenesis reported KRW 3.4 billion in revenue, KRW 0.2 billion in operating profit (a 50% decrease), and KRW 0.5 billion in net profit (a 16.7% decrease) for Q2 2025. While revenue remained stagnant compared to the same period last year, profitability significantly deteriorated.
2. Reasons for the Decline
The decline is primarily attributed to decreased sales in its core businesses, ‘Development SI/CIM’ and ‘XComPro/XGemPro.’ The downturn in semiconductor industry investments negatively impacted performance. The combination of declining revenue and increased SG&A expenses continues to pressure operating profit.
3. AI Investments: A Long-Term Perspective
While Linkgenesis has been actively investing in AI R&D, these investments have yet to translate into short-term improvements. It’s expected that it will take time for new AI-based businesses to yield tangible results.
4. Investor Action Plan
Investors should be cautious of potential short-term stock price declines. Long-term, it’s crucial to monitor the performance of new AI ventures and the company’s ability to strengthen its core businesses. Closely following future earnings releases and business strategy announcements will be vital for assessing the company’s direction.