Newsoft Technology Corporation · TPEX:5202
Newsoft Technology — Q2 2026 Earnings Presentation
27 slides from Newsoft Technology's earnings presentation, Aug 24, 2026
Slide 1: Investor Conference
Investor Conference 2026.08.24 Stock Code: 5202 www.newsoft.com.tw
Slide 2: Contents
Contents 1 Company Overview 2 Industry Overview 3 Business Model & Outlook 4 Financial Overview 2
Slide 3: Disclaimer
Disclaimer This presentation contains forward-looking statements based on the Company’s current expectations and assumptions. Actual results may differ materially from those expressed or implied in these statements. The Company undertakes no obligation to update or revise any forward- looking statem
Slide 4: Company Overview
>>>>> 1 Company Overview 2 Industry Overview 3 Business Model & Outlook 4 Financial Overview 4
Slide 5: NewSoft at a Glance
NewSoft at a Glance Stock Code: 5202 Founded: September 1987 Listed (OTC): October 2000 Capital: NT$890 Million Chairperson: Yun-Qin Li R&D Centers: Taiwan (Taipei, Tainan), Xi'an, China Address: 6F, No. 15, Lane 128, Xinhu 1st Rd., Neihu Dist., Taipei City 5
Slide 6: Proven Expertise & Market Presence
Proven Expertise & Market Presence 30+ Years 500+ 32 Years of Enterprise Software Expertise Enterprise Deployments Delivering enterprise-grade software solutions Serving enterprises across industries with tailored that enhance operational efficiency and solutions that accelerate digital transformati
Slide 7: Product Portfolio
Product Portfolio BPM E-Signature + Intelligent GenAI-OCR Enterprise Document Expense Management Intelligence + RPA (Robotic Process Automation) IDCheck Intelligent ID Recognition ISO Document Management + Enterprise AI-Powered Knowledge Management MES Smart Manufacturing 7
Slide 8: BPM E-Signature with Intelligent Expense Management
BPM E-Signature with Intelligent Expense Management Product Use Cases Business Value BPM-Based E-Signature workflows Manufacturing, financial Digitizes invoices and receipts within integrated AI-OCR to streamline services, public sector, retail approval workflows, with RPA automatically employee exp
Slide 9: ISO Document Management + Enterprise AI-Powered Knowledge Management
ISO Document Management + Enterprise AI-Powered Knowledge Management Product Use Cases Business Value ISO Document Management Manufacturing, financial Enables secure enterprise GenAI knowledge Generative AI integrated with services, public sector, retail retrieval, providing employees with trusted e
Slide 10: GenAI-OCR Enterprise Document Intelligence + RPA
GenAI-OCR Enterprise Document Intelligence + RPA (Robotic Process Automation) Product Use Cases Business Value GenAI-Powered Document Manufacturing, financial Automates manual data entry to improve Recognition + RPA (Robotic services, public sector, retail productivity and reduce processing costs. P
Slide 11: IDCheck — On-Premises Intelligent ID Recognition
IDCheck — On-Premises Intelligent ID Recognition Product Use Cases Business Value Multi-Document Intelligent ID Manufacturing, financial Recognizes key ID fields in seconds to Recognition supporting three services, public sector, retail streamline application workflows, improve major document types
Slide 12: MES Smart Manufacturing
MES Smart Manufacturing Product Use Cases Business Value Real-time MES dashboards, Smart manufacturing Digitizes production records and provides AIoT connectivity and mobile real-time visibility into equipment, materials, work reporting workforce and production status via web and mobile applications
Slide 13: Industry Overview
1 Company Overview >>>>> 2 Industry Overview 3 Business Model & Outlook 4 Financial Overview 13
Slide 14: Global AI Market Expansion and Investment Continue to Accelerate
Global AI Market Expansion and Investment Continue to Accelerate From Overall AI Spending to Infrastructure Investment, Leading Research Firms Point to a Consistent Growth Outlook US$2.52T US$4T US$487B Global AI Spending in 2026 Global ICT Spending in 2026 Global AI Infrastructure Spending in 2026
Slide 15: Taiwan's AI Market Is Scaling Across Investment and Enterprise Adoption
Taiwan’s AI Market Is Scaling Across Investment and Enterprise Adoption Platform Spending, Software Adoption, and AI Security Demand Are Expanding in Parallel 4.5x US$4.133B NT$74.9B 2025–2029 2027 2027 Growth in Taiwan AI Platform Spending Taiwan Software Market (TAM) Taiwan AI Security Services Ma
Slide 16: Agentic AI Is Emerging as a Core Enterprise AI Paradigm
Agentic AI Is Emerging as a Core Enterprise AI Paradigm IDC and Gartner Forecasts Point to Rapid Acceleration in Enterprise Adoption and Usage at Scale 10x 17% → 60% Growth in Enterprise AI Agent Usage by 2027 Deployed Today → Expected Within 2 Years IDC forecasts 10x growth in AI agent usage among
Slide 17: Agentic AI: One of the Highest-Growing AI Investment Categories
Agentic AI: One of the Highest-Growing AI Investment Categories Spending, Software Economics, and Revenue Mix All Point to a Structural Shift Toward Agentic Architectures US$20.19B US$234B US$450B Global Agentic AI Spending in 2026 SaaS Spending Potentially Reshaped 2035 Agentic AI Revenue Opportuni
Slide 18: Agentic AI is Moving from Evaluation to Enterprise Deployment in Taiwan
Agentic AI is Moving from Evaluation to Enterprise Deployment in Taiwan Enterprise Interest Is Translating into Workflow-Level Adoption and Real Operating Use Cases Market Momentum Adoption in Action Agentic AI Is Becoming a New Agentic AI Is Moving into Core Focus for Enterprise AI Enterprise Workf
Slide 19: Business Model & Outlook
1 Company Overview 2 Industry Overview >>>>> 3 Business Model & Outlook 4 Financial Overview 19
Slide 20: From Standalone Applications to a Scalable Enterprise AI Platform
From Standalone Applications to a Scalable Enterprise AI Platform NewSoft integrates enterprise data, workflows, and knowledge to build a scalable enterprise collaboration platform NEW NEW NEW Enterprise Data Enterprise Execution Enterprise Intelligence Turn operational data into enterprise assets O
Slide 21: NewSoft's Competitive Advantages
NewSoft’s Competitive Advantages Differentiated by Real-World Validation, Enterprise-Grade Governance, Trusted AI, and Deployment Flexibility Proven in Enterprise Environments Enterprise-Grade Governance Validated in real enterprise operating environments, with Built around security, compliance, and
Slide 22: Digital Transformation + ESG Sustainability Integrated Solutions
Digital Transformation + ESG Sustainability 7 Integrated Solutions BPM E-Signature ISO Document Workforce & Customer Expense Intelligent Information Management Attendance Relationship Management General Security Management Management Ledger Connects core Combines digital Automates workforce Provides
Slide 23: Built for Enterprise Digital Transformation
Built for Enterprise Digital Transformation Real-Time Information Workflow Automation Secure anytime, anywhere access Automated approvals, reminders and with real-time notifications and rapid follow-ups to improve end-to-end response. process efficiency. Operational Visibility Information Security U
Slide 24: Financial Overview
1 Company Over view 2 Industry Overview 3 Business Model & Outlook >>>>> 4 Financial Overview
Slide 25: Financial Overview — Consolidated Revenue Continues to Grow
Financial Overview — Consolidated Revenue Continues to Grow Unit: NT$ thousands 60,000 50,000 40,000 30,000 20,000 10,000 - 114Q1 114Q2 114Q3 114Q4 115Q1 115Q2 Consolidated Revenue 31,186 50,021 34,335 34,552 29,886 39,191
Slide 26: Financial Overview (2025–2026)
Financial Overview (2025–2026) Unit: NT$ thousands Year Item 2026 Apr-Jun 2025 Apr-Jun 2026 Jan-Jun 2025 Jan-Jun Operating Revenue 39,191 50,021 69,077 81,207 Operating Income (17,570) 1,054 (35,898) (16,708) (Loss) Non-Operating (59,461) (27,840) (57,249) (40,789) Income (Loss) Net Income (Loss) (7
Slide 27: Thank You!
Thank You! NewSoft Technology Corporation Stock Code: 5202