ON (ON) Q2 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Mon, May 4, 2026 astatine 12:05 PM CDT 45 min read

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DATE

Monday, August 4, 2025 astatine 9 a.m. ET

CALL PARTICIPANTS

• President and Chief Executive Officer — Hassane S. El-Khoury

• Chief Financial Officer — Thad Trent

Full Conference Call Transcript

Hassane El-Khoury, our President and CEO, and Thad Trent, our CFO. This telephone is being webcast connected the Investor Relations conception of our website astatine www.onsemi.com. A replay of this webcast, on with our 2nd 4th net release, volition beryllium disposable connected our website astir 1 hr pursuing this league telephone and the recorded webcast volition beryllium disposable for astir 30 days pursuing this league call. Additional accusation is posted connected the Investor Relations conception of our website. Our net merchandise and this presumption see definite non-GAAP fiscal measures.

Reconciliation of these non-GAAP fiscal measures to the astir straight comparable GAAP fiscal measures and a treatment of definite limitations erstwhile utilizing non-GAAP fiscal measures are included successful our net release, which is posted separately connected our website successful the Investor Relations section. During the people of this league call, we volition marque projections oregon different forward-looking statements regarding the aboriginal events oregon aboriginal fiscal show of the company. We privation to caution that specified statements are taxable to risks and uncertainties that could origin existent events oregon results to disagree materially from projections.

Important factors that tin impact our concern including factors that could origin existent results to disagree materially from our forward- looking statements are described successful the astir caller Form 10-K, from 10-Qs and different filings with the Securities and Exchange Commission and successful our net merchandise for the 2nd quarter. Our estimates oregon different forward-looking statements mightiness change, and the institution assumes nary work to update forward-looking statements to bespeak existent results, alteration assumptions oregon different events that whitethorn hap but arsenic required by law. Now fto maine manus it implicit to Hassane. Hassane?

Hassane S. El-Khoury: Thank you, Parag. Good morning, and convey you each for joining us. In the 2nd quarter, we made meaningful advancement crossed our strategical priorities and precocious captious initiatives successful Automotive, Industrial and AI Data Center. In Automotive, we're helping customers similar Xiaomi amended scope and heighten the driving acquisition and we're expanding our engagement with much planetary OEMs and Tier 1s, including our collaboration with Schaeffler. In AI Data Centers, we are enabling next-generation powerfulness architectures that thrust ratio and show astatine standard done collaboration with marketplace leaders similar NVIDIA to accelerate the displacement to 800-volt DC powerfulness architecture. We stay focused connected making strategical investments to widen our competitory borderline and deepen lawsuit relationships to physique semipermanent value.