Figures confirmed by the filing
Samsung Electronics confirmed on Thursday, according to The Korea Herald, record operating profit of 107.44 trillion won, equivalent to about $80.5 billion, for the July-September quarter. The company reported revenue of 195.25 trillion won, up 126.9% from a year earlier, according to a regulatory filing.
In the same period, operating profit grew 783.1% year on year, while net profit reached 75.14 trillion won, a jump of 514.6%. Compared with the previous quarter, revenue rose 13.9% and operating profit 20.1%. This confirms the results Samsung had previewed on October 8 with preliminary guidance, when it became the first Korean company to exceed the 100 trillion won threshold in quarterly operating profit.
The dividend and the shareholder remuneration plan
In a separate filing on Thursday, Samsung said its board of directors approved a cash dividend of 30 trillion won, payable on November 27. According to the source, the distribution is part of the 90-110 trillion won shareholder remuneration plan announced in August.
The decision comes on the same day as the publication of the results, a pairing that signals how the company is translating higher profits into a direct return for investors. The material does not specify the value per share or the number of shares outstanding, so the per-share impact of the dividend remains to be verified.
The AI memory boost
The company attributes the performance to strong demand for memory chips tied to artificial intelligence. The source text speaks of a prolonged expansion phase in the memory market, supported by massive investments in AI infrastructure, which are said to have driven demand for and prices of the chips.
This is the point that explains why the quarter was described as a record: not a generic improvement, but the combination of volumes and prices in a specific segment. However, the material does not provide a breakdown by division, so it is not possible to determine how much of the result comes from memory and how much from other businesses.
The source also mentions the context of other global technology companies, including Apple, Google, and OpenAI, but only as areas of the journalist's coverage, not as elements of Samsung's results. No data on these companies can therefore be used for comparisons.
What remains to be clarified
The main figures are confirmed by the company and reported by the source, but some information remains absent. The average selling price of memory chips is not indicated, nor is the share of revenue tied to AI, nor the forecasts for the current quarter. Also missing are details of the dividend's composition and confirmation of the ex-dividend date.
The picture that emerges is that of a company capitalizing on a favorable memory cycle and redistributing it to shareholders. The sustainability of this cycle, however, is not the subject of the material and cannot be assessed on the basis of the available information.
