Zacks1d agoneutral
ON Q2 Earnings Call Signals AI-Led Demand and Margin LiftON raises its 2026 AI data center outlook to more than double last year as tighter supply and higher factory utilization support Q3 revenue and margin growth.
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Reuters1d agoneutral
Nasdaq futures underpinned by strong AI forecasts; focus on earnings, dataAug 4 (Reuters) - Nasdaq futures rose on Tuesday after strong forecasts from Palantir and ON Semiconductor reassured investors about AI-driven demand, while Middle East developments and U.S. earnings
GuruFocus.com1d agoneutral
ON Semiconductor Corp (ON) (Q2 2026) Earnings Call Highlights: AI Data Center Demand Drives ...ON Semiconductor Corp (ON) reports strong Q2 2026 results with record free cash flow and a bullish outlook on AI data center growth, despite near-term supply constraints.
MarketBeat1d agoneutral
onsemi Q2 Earnings Call Highlightsonsemi (NASDAQ:ON) reported second-quarter 2026 results above the midpoint of its guidance, citing recovering demand, continued growth in AI data-center applications and improving operating leverage. The semiconductor company generated $1.6 billion in revenue, up 6% sequentially and 9% from a year
Trefis2d agoneutral
GlobalFoundries Stock Costs More Than The Market On Earnings And Less On Cash FlowThe chipmaker looks dear on profits and slightly cheap on cash, and what sits under that gap is a business that turns far more of each sales dollar into cash than into profit while it swaps a shrinking handset exposure for faster end markets in data centers and automotive.
Barchart23d agoneutral
Here's What to Expect From ON Semiconductor’s Next Earnings ReportON Semiconductor will report its second-quarter earnings soon, and Wall Street expects its profitability to improve by double digits.
Barrons.com77d agoneutral
Analog Devices Reports Stellar Earnings. It Also Made This $1.5 Billion Power-Chip Purchase.The chip maker reports better-than-expected earnings and revenue for its fiscal second quarter, and agrees to acquire Empower Semiconductor.
TheStreet91d agoneutral
Onsemi CEO issues bold 2-word message after earningsOnsemi (ON) stock initially fell 5% after Q1 earnings before recovering slightly, but the reaction may have missed the bigger shift underway. AI data center power saw strong growth, margins kept rebuilding through mix and factory discipline, and automotive showed signs of healthier demand. More ...
Moby92d agoneutral
ON Semiconductor Corporation Q1 2026 Earnings Call SummaryMoby summary of ON Semiconductor Corporation's Q1 2026 earnings call
MarketBeat92d agoneutral
onsemi Q1 Earnings Call Highlightsonsemi (NASDAQ:ON) executives struck an optimistic tone on the company’s first quarter 2026 earnings call, pointing to improving demand signals, accelerating AI data center growth, and continued gross margin expansion as evidence the company has moved past the low point of the current cycle. Presid
Motley Fool92d agoneutral
ON (ON) Q1 2026 Earnings Call TranscriptParag Agarwal: Good afternoon, and thank you for joining ON Semiconductor Corporation’s first quarter results conference call. Important factors that can affect our business, including factors that could cause actual results to differ materially from our forward-looking statements, are described in our most recent Form 10-K, Form 10-Q, and other filings with the Securities and Exchange Commission and in our earnings release for the first quarter.
StockStory93d agoneutral
onsemi (ON) Q1 Earnings Report Preview: What To Look ForAnalog chips maker onsemi (NASDAQ:ON) will be reporting earnings this Monday after market hours. Here’s what to expect.