PChome Online Group (8044-TW) today (11/12) held a board meeting and announced its financial report for the third quarter of 114 (2025). Consolidated revenue for the quarter was NT$8.532 billion, a year-on-year increase of 1.0%. Meanwhile, driven by continued strong sales momentum in the 3C category, individual revenue (i.e., the B2C e-commerce core business – PChome 24h Shopping) reached NT$7.711 billion, a year-on-year increase of 2.1%, successfully maintaining a positive growth trend for two consecutive quarters. Operating expenses also decreased year-on-year, further narrowing the overall loss, demonstrating the sustained benefits of optimizing the operating structure.
Despite the overall weak consumer environment, PChome Online Group continued to focus on its e-commerce core business and efficiency improvements, with overall operations gradually improving. Further observation shows that the 3C category remains the main growth driver, with a 3.1% year-on-year increase in revenue this quarter, primarily contributed by the hot sales of the Nintendo Switch 2, the new iPhone series, and console peripherals. The consumer momentum extended into the summer break and back-to-school season, boosting overall e-commerce sales performance.
Key operating highlights for the B2C e-commerce core business (PChome 24h Shopping) in Q3:
- New Device Momentum Drives 3C Sales: Observing the sales side, with the arrival of the summer gaming and new mobile phone launch trends, the strong demand for the new Nintendo Switch 2 boosted sales of games and related peripherals, driving growth in the digital category performance in July. In addition, the launch of the new iPhone 17 series saw a surge of 15% in traffic for panic buying, which also drove growth in sales momentum for the communications category.
- Mobile Revenue Share Continues to Increase: PChome 24h Shopping also continued to optimize the front-end user experience, including App interface redesign and enhanced search functions, which further increased the share of mobile revenue, demonstrating a trend of improved user stickiness.
- Continuous Improvement in Warehouse Operations and Resource Allocation: This quarter, the proportion of PChome 24h Shopping’s overall warehouse-shipped orders fulfilled by A7 Warehouse (PChome Linkou A7 Smart Logistics Park) has increased to 90%. Warehouse integration effectively reduced freight costs. Furthermore, PChome continued to expand e-commerce enablement services, with revenue from the “3PL Third-Party Logistics Business” growing by a double-digit percentage year-on-year this quarter; the “RMN Business (Retail Media Network)” also grew quarter-on-quarter, and the company will continue to invest in deepening and undertaking a more diverse range of clients, expanding new business potential on top of the e-commerce infrastructure.
On the other hand, in addition to the core e-commerce business, the operations of the Group’s various invested subsidiaries also showed positive momentum. Operating highlights this quarter include: the FinTech division’s Q3 operating revenue reached NT$590 million, a 9.1% year-on-year increase this quarter; the Transaction Marketplace division maintained stable profitability; and other divisions continued to narrow their losses year-on-year compared to last year. Among them, cross-border e-commerce subsidiary “Bibian” formally completed API integration with Amazon Business Japan in the fourth quarter. The platform continues to deepen cooperation with Japanese cross-border strategic partners, introducing more cross-border products, driving growth in the consumer base, and bringing long-term brand and revenue synergy benefits to the Group.
Overall, PChome Online Group’s consolidated revenue for the first three quarters of 114 was NT$25.881 billion, with the year-on-year decline continuing to narrow to 2.5%. Consolidated revenue for the third quarter was NT$8.532 billion, with a consolidated operating loss of NT$69.54 million, a significant reduction from NT$95.79 million in the same period last year. Consolidated pre-tax net loss was NT$54 million, and net loss attributable to the parent company was NT$134 million, resulting in a loss per share of NT$0.66 (EPS -0.66), a clear improvement compared to the loss per share of NT$1.21 (EPS -1.21) in the same period last year.
Looking ahead to the fourth quarter, anticipating the year-end shopping season, PChome 24h Shopping has launched multiple innovative services, including the introduction of the “OPENPOINT Point Redemption” function, officially joining the uniopen member ecosystem with 19 million members, strengthening the OMO (Online Merge Offline) platform’s point economy integration and repurchase incentives. It also launched the “PChome Ultra-Fast Delivery” service, initially covering 7-ELEVEN stores in the Taipei, New Taipei, and Taoyuan metropolitan areas, adopting the “order at night, pick up in the morning” model to satisfy the immediate shopping needs of metropolitan users.
During the Double 11 promotion period, the “PChome Ultra-Fast Delivery” service maintained stable performance during the logistics peak, with high-standard delivery timeliness. The overall order volume grew significantly compared to the previous period, indicating an increased demand for fast delivery services and demonstrating the resilience and efficiency of logistics operations and services. Simultaneously, PChome 24h Shopping’s “RMN Business (Retail Media Network)” performed excellently during the Double 11 period, with overall revenue growing by triple digits year-on-year, reflecting brand owners’ confidence in the platform’s advertising and precision marketing.
Overall, PChome 24h Shopping’s statistics show that during the Double 11 peak period from November 9th to 10th, the entire site’s performance grew by a double-digit percentage compared to the same period last year; during the peak hour at 8:00 PM on the main shopping day, November 11th, performance nearly doubled compared to the same time last year. With the expected arrival of the NT$10,000 universal cash disbursement, and the subsequent Double 12, Christmas, and year-end party seasons, PChome 24h Shopping expects to continue providing consumers with a more convenient shopping experience, further strengthening the platform value and differentiation of PChome 24h Shopping, and building a more resilient and competitive e-commerce ecosystem, driven by the OMO service strategy and logistics optimization.
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Press Contact:
PChome Online Inc. Public Relations Office
Abby Chiu 2700-0898*1302 abby_chiu@pchome.tw
