As of October 8, 2026, Samsung Electronics has disclosed preliminary Q3 2026 results: consolidated operating profit of 107.4 trillion won, up 782.5% from the year-ago quarter, and revenue of 195 trillion won. ET News reported on Oct 7 that Goldman Sachs had lowered its Samsung Q3 estimate.
Key Takeaways
- ▲ Preliminary Q3 2026 consolidated operating profit of 107.4 trillion won, up 782.5% from the year-ago quarter
- ■ Newsis reported the figure surpassed the all-time-high operating-profit records of major tech firms
- ▼ Goldman Sachs had lowered its Q3 estimate to 106 trillion won, per ET News’s Oct 7 report; KOSPI fell 1.98% on Oct 7
The Preliminary Third Quarter
Per Yonhap News, Samsung disclosed on Oct 8 that its consolidated Q3 operating profit was preliminarily tallied at 107.4 trillion won, a 782.5% increase over the year-ago quarter, with revenue of 195 trillion won per Financial News. Both outlets describe the figures as preliminary tallies, not audited final results.
Maeil Business’s flash headline called it an all-time high — the outlet’s characterization, not an established fact.
Bigger Than Big Tech’s Records
Newsis framed the figure against other technology companies’ records:
엔비디아와 애플, 알파벳, 마이크로소프트, 메타 등 주요 테크기업의 역대 최대 영업이익 기록을 단숨에 뛰어넘었다 — “It leaped past the all-time-high operating-profit records of major tech companies, including NVIDIA, Apple, Alphabet, Microsoft and Meta, among others.”
The comparison belongs to Newsis: an open-ended list, measured against each company’s own record operating profit, with USD figures paired to approximate won conversions by the source.
The AI Memory Backdrop
Per News1’s Oct 8 report, AMD said it has begun receiving HBM4, the next generation of high-bandwidth memory, from Samsung and SK Hynix as it ramps shipments of next-generation AI accelerators. Per Yonhap News, AMD had earlier designated Samsung the priority HBM4 supplier for its Instinct MI455X accelerator, and on the evening of Oct 7 AMD CEO Lisa Su met Samsung DS chief Jun Young-hyun and other executives at Samsung’s Seocho headquarters in Seoul; Yonhap reported she also met SK Hynix CEO Kwak Noh-jung that afternoon.
No segment breakdown and no company statement tie the profit jump to AI memory demand; these are concurrent facts, not cause.
Goldman’s Trim and the D-1 Selloff
Per ET News, Goldman Sachs lowered its Samsung Q3 operating-profit estimate from 112 trillion won to 106 trillion won, analyzing that a Q3 average won-dollar rate near 1,418 — below its assumed 1,460 — lowered the earnings bar; an analyst forecast attributed to Goldman via the outlet, not an established fact. The preliminary 107.4 trillion won figure is numerically above that estimate.
The market’s session predated the news: per News1, the KOSPI closed Oct 7 down 137.49 points, or 1.98%, at 6,803.90. The results had not yet been published.
What to Watch
Three open questions:
- Will confirmed Q3 figures and segment detail replace the preliminary tallies?
- Will AMD’s HBM4 cooperation with Samsung and SK Hynix widen beyond what is announced?
- Will further estimate revisions follow in the memory sector?
Frequently Asked Questions
How large is Samsung’s preliminary Q3 operating profit?
107.4 trillion won on a consolidated basis, up 782.5% from the year-ago quarter, per the Oct 8 preliminary disclosure reported by Yonhap News.
Are the figures final?
No. Yonhap News and Financial News both describe the numbers as preliminary tallies.
Did the profit jump come from AI memory demand?
Newsis attributed the streak of record quarters to explosively growing AI demand in the memory industry — a reporter’s explanation, not a company-confirmed causal breakdown. No quantified HBM4 contribution to the Q3 figures has been disclosed.
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