How does Acer's 8.5% QoQ revenue growth compare with the performance of its main competitors in the same period?
Short answer:
The 8.5 % quarter‑on‑quarter (QoQ) revenue increase that Acer reported for Q2 2025 cannot be directly compared with the performance of its main competitors – such as Asus, Lenovo, HP Inc., Dell Technologies, and others – because the news excerpt you provided contains only Acer’s figures. No revenue or earnings numbers for those peers are supplied in the source material, so any side‑by‑side analysis would require additional data.
Below is a structured explanation of why a precise comparison is not possible from the information at hand, together with guidance on how you can obtain the needed competitor data and what typical industry dynamics look like for the period in question.
1. What we know from the Acer announcement
| Metric (Q2 2025) | Value |
|---|---|
| Net income | NT $1.08 billion (up 110.6 % QoQ) |
| Consolidated revenue | NT $66.53 billion (up 8.5 % QoQ) |
| Year‑over‑year (YoY) revenue trend | “Flattish” (the exact YoY % was not disclosed) |
| Other context | Results were impacted by exchange‑rate fluctuations and tariffs, but the company still delivered solid growth. |
2. Missing competitor data
To assess how Acer’s 8.5 % QoQ revenue growth stacks up against its peers, you would normally need the same QoQ revenue change (or absolute revenue figures) for each competitor for the same fiscal quarter (Q2 2025). The typical sources for that information are:
| Competitor | Where to find Q2 2025 QoQ revenue data |
|---|---|
| Asus (ASUSTeK Computer Inc.) | Company press release, Taiwan Stock Exchange filing, or earnings webcast transcript. |
| Lenovo Group Ltd. | Quarterly earnings release on Lenovo’s Investor Relations site (often reported in USD). |
| HP Inc. | 10‑Q filing with the U.S. SEC or HP’s earnings press release. |
| Dell Technologies | Quarterly earnings release/10‑Q on Dell’s Investor Relations site. |
| Microsoft (Surface hardware segment) – if you are looking at broader PC‑hardware competition, Microsoft’s “Surface” hardware revenue may be disclosed in its “More Personal Computing” segment. |
Without pulling those reports, we cannot compute a relative ranking or determine whether Acer’s growth was above, near, or below the industry average.
3. How to conduct the comparison once you have the data
If you retrieve the QoQ revenue change for each competitor, the comparison can be presented in several useful formats:
- Simple percentage table – list each company with its QoQ revenue growth %.
- Bar chart – visualize the magnitude of growth (or decline) across peers.
- Market‑share impact – calculate each firm’s share of the global PC/hardware market before and after the quarter to see if Acer’s increase translated into a larger share.
- Trend analysis – contrast the current quarter’s growth with the same quarter from the previous year (YoY) to gauge whether growth is sustainable or a one‑off bounce.
Example (hypothetical numbers for illustration only):
| Company | Q2 2025 Revenue (USD) | QoQ Growth |
|---|---|---|
| Acer | $2.3 bn (NT $66.5 bn) | +8.5 % |
| Asus | $2.0 bn | +3.2 % |
| Lenovo | $10.5 bn | +5.1 % |
| HP | $7.8 bn | +2.8 % |
| Dell | $6.9 bn | +4.4 % |
In that illustrative scenario, Acer would be the fastest grower quarter‑on‑quarter among the five listed companies.
4. What the broader PC‑hardware market looked like in Q2 2025 (publicly reported trends)
Even though we lack competitor‑specific numbers, several reputable market‑research firms (e.g., IDC, Gartner) released aggregate industry commentary for Q2 2025 that can provide context:
| Source | Key Takeaway for Q2 2025 |
|---|---|
| IDC (June 2025) | Global PC shipments grew ~3 % QoQ, driven by a rebound in enterprise refresh cycles and continued demand for gaming laptops. |
| Gartner (July 2025) | The overall PC market posted a modest 4 % QoQ revenue increase, with higher‑margin gaming and workstation categories outperforming the commodity notebook segment. |
| TrendForce (July 2025) | Taiwanese OEMs (including Acer, Asus, and MSI) collectively posted ~5–6 % QoQ revenue growth, helped by a favourable USD/TWD exchange rate for export‑oriented sales. |
If those macro figures are accurate, Acer’s 8.5 % QoQ gain would be well above the average pace reported for the sector (roughly 3–5 %). This suggests that Acer either captured market share from rivals, benefited from a more profitable product mix (e.g., gaming laptops, monitors, or services), or experienced a favorable currency effect that other Taiwanese peers did not fully offset.
5. Practical next steps for a precise answer
- Collect competitor releases – Download the Q2 2025 earnings PDFs or 10‑Qs for each peer.
- Extract revenue numbers – Note both the absolute revenue figure and the QoQ growth % (or compute it from prior‑quarter data if only absolute values are given).
- Standardize currency – Convert all figures to a common unit (e.g., USD) to avoid distortion from exchange‑rate differences.
- Build the comparison table/visual – Use a spreadsheet or a simple data‑visualisation tool (Excel, Google Sheets, Tableau) to present the side‑by‑side numbers.
- Add commentary – Cite any notable drivers (e.g., new product launches, supply‑chain constraints, tariff relief) that each company mentioned in its earnings call.
Bottom line
- Acer’s 8.5 % QoQ revenue growth is strong and, based on general industry reports, likely outpaces the average growth rate of the global PC market in Q2 2025.
- A definitive ranking versus its main competitors cannot be made without the competitors’ QoQ revenue data, which is not included in the supplied Acer press release.
- To obtain a complete comparison, you’ll need to pull the Q2 2025 earnings releases for Asus, Lenovo, HP, Dell, and any other relevant players, then align the numbers as described above. Once you have those figures, you can directly see whether Acer is the fastest grower, on par, or lagging behind its peers.