AVer Launches Dual-Track Strategy in AI Office and Commercial Drones, Optimistic Outlook for Second Half

AVer (3669-TW) is launching a dual-track strategic layout in AI Office and commercial drones. With contributions from education sector bids and steady OEM business, third-quarter operations are expected to outperform the second quarter, leading to an optimistic outlook for the second half of the year. The company anticipates maintaining its full-year gross profit margin at the high level seen in the first half.

AVer's business expansion extends from traditional meeting room collaboration solutions to comprehensive 'AI Office' applications. Through hardware-software integration, it connects various office platforms and services. Furthermore, the company is developing spatial sensing technology, agent-type AI computing, and autonomous space scheduling systems. By integrating existing audiovisual technologies with AI capabilities, AVer aims to enhance the intelligence and automation of office spaces, positioning itself as an integrated solution provider for AI Office application scenarios.

Additionally, AVer has long深耕ed in the AI imaging market, accumulating profound expertise in edge artificial intelligence algorithms (Edge AI) and image tuning. Leveraging this foundation, the company is entering the high-growth, high-value-added 'commercial drone' market. It is focusing on two core applications: 'industrial and infrastructure inspection' and 'smart warehousing and indoor unmanned logistics.' By extending its core AI imaging technologies into more vertical application scenarios, AVer is cultivating new drivers for business growth.

Operationally, domestic education sector bid projects are gradually commencing, and OEM order momentum remains solid through year-end. Moreover, a new client project in Japan is scheduled to be finalized in the third quarter. In response to rising component costs, AVer plans a second round of price increases for branded products, ranging approximately 5–10%. The company expects to maintain its full-year gross profit margin at the level achieved in the first half.

AVer reported second-quarter revenue of NT$713 million, up 3.50% quarter-on-quarter and 4.15% year-on-year. Gross margin reached 61.34%, increasing 0.73 percentage points quarter-on-quarter and 3.75 percentage points year-on-year, with earnings per share at NT$0.7. First-half revenue totaled NT$1.402 billion, up 12.84% year-on-year. Gross margin stood at 60.98%, with net profit after tax at NT$130 million and earnings per share at NT$1.4.