Analyst Commentary

Recentering its focus on notebook PCs has stabilized Asus’ overall performance

Premium notebook PCs are entrenched as Asus’ primary revenue generator Asus’ growing brand strength in premium notebook PCs has bolstered the company’s ability to compete in this most-coveted segment of the PC market against larger PC OEMs such as Dell Technologies (NYSE: DVMT), HP Inc. (NYSE: HPQ), Lenovo Group and Apple (NasdaqGS: AAPL). The product mix shift to premium PCs is helping improve Asus’ overall gross margin even as revenue declines persist. While overall revenue declined 2.9% year-to-year to $3.7 billion in 4Q1...

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