Acer Information (6811) achieved record high revenue in the second quarter and the first half of the year. Although there are noises in the second half of the year, the company is still optimistic about enterprise AI applications, demand for generative AI, and business opportunities driven by cloud applications.
Acer Information’s after-tax net profit in the second quarter was 138 million yuan, an increase of nearly 50% (49.02%) year-on-year from 96 million yuan in the same period last year. The cumulative after-tax net profit in the first half of the year was 257 million yuan, an annual increase of 23.55%. The after-tax profit per share in the second quarter was 3.33 yuan, and the after-tax profit per share in the first half of the year was 6.21 yuan.
The outstanding profit in the first half of the year is mainly due to the continuous investment of enterprise customers in digital transformation, which is driven by the increasing demand for cloud services, data security and protection, as well as data governance and application and other technologies and services.
When announcing the second quarter financial report, Acer Information pointed out that it is expected to use the generative AI ChatGPT to train the internal intelligent brain for the enterprise. The company believes that enterprise customers are optimistic about the strength of enterprises’ investment in AI applications and cloud in the second half of the year due to the application of AI and cloud such as the enterprise version of ChatGPT and data center.
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