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ON Semiconductor

ON Semiconductor Corp. provides industry intelligent sensing and power solutions, which helps the customers to solve the most challenging problems and create cutting edge products. The firm's intelligent power technologies enable the electrification of the automotive industry that allows for lighter and longer-range electric vehicles, empowers efficient fast-charging systems and propels sustainable energy for the efficiency of solar strings, industrial power, and storage systems. Its intelligent sensing technologies support the next generation industry allowing for smarter factories and buildings while also enhancing the automotive mobility experience with imaging and depth sensing that make advanced vehicle safety and automated driving systems possible. It operates through the following segments: the Power Solutions Group, the Advanced Solutions Group, and the Intelligent Sensing Group. The Power Solutions Group segment offers a wide array of analog, discrete, module, and integrated semiconductor products that perform multiple application functions, including power switching, power conversion, signal conditioning, circuit protection, signal amplification, and voltage regulation functions. The Advanced Solutions Group designs and develops analog, mixed-signal, advanced logic, application specific standard products, and application specific integrated circuits, radio frequency, and integrated power solutions for a broad base of end-users in different end-markets. The Intelligent Sensing Group designs and develops complementary metal oxide semiconductor image sensors, image signal processors, single photon detectors, including silicon photomultipliers and single photon avalanche diode arrays, as well as actuator drivers for autofocus and image. The company was founded on July 4, 1999, and is headquartered in Phoenix, AZ.

Earnings data Q1 2021

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Earnings data Q1 2023

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ON Semiconductor achieves record revenue, navigates challenges with strategic focus

ON Semiconductor reports robust financial performance in Q4, driven by automotive and industrial segments.
Despite challenges like silicon carbide headwinds and industrial softness, the company maintains a strong position.
Opportunities lie in partnerships, margin improvement, and strategic investments for future growth and stability.

ON Semiconductor surpasses Q1 expectations, eyes $1B revenue in 2023

ON Semiconductor's strong Q1 performance driven by automotive and intelligent sensing revenue growth. Facing challenges from silicon carbide headwinds but poised to absorb by Q4. Positioned for revenue growth in 2023 and maintaining focus on sustainability and operational excellence.

ON Semiconductor excels in Q2 with strong SiC growth and automotive wins

ON Semiconductor delivered strong financial performance in Q2, driven by robust silicon carbide and automotive segments. Challenges include managing EFK headwinds and optimizing margins. Opportunities lie in the growth potential of SiC business and Industrial sector expansion.

ON Semiconductor beats Q3 expectations, eyes silicon carbide growth

ON Semiconductor's Q3 performance exceeded expectations with strong revenue and earnings. Focus on silicon carbide production and intelligent technologies for future growth. Challenges include softness in certain markets and cautious guidance for Q4. Opportunities lie in expanding SiC market share and maintaining pricing stability.

ON Semiconductor reports strong Q4 performance and eyes EV sector growth

ON Semiconductor's Q4 performance reflects a mix of successes and challenges, with a strong focus on automotive and silicon carbide revenue. The company's strategic initiatives position it well for growth opportunities in the EV sector and beyond.

ON Semiconductor beats Q1 expectations, eyes growth in EV market

ON Semiconductor's strong Q1 performance exceeded expectations across key metrics.
While facing challenges in automotive and industrial markets, the company remains optimistic.
Investments in new technologies and focus on high-growth areas position ON for future success.
Commitment to returning value to shareholders and strategic market positioning are key strengths.

ON Semiconductor faces revenue decline but secures key partnerships

ON Semiconductor navigated revenue challenges in Q2, maintaining strong margins and liquidity while focusing on operational efficiency and inventory management.
Strategic partnerships with Volkswagen and market leadership in silicon carbide offer growth opportunities despite sector-specific challenges.
The company's focus on expanding its product portfolio for emerging markets like data centers and AI indicates a proactive approach to future growth.

ON Semiconductor beats Q3 guidance amidst automotive market challenges

ON Semiconductor's Q3 performance exceeded expectations, but challenges persist in the automotive market. The company is focusing on silicon carbide and Intelligent Sensing for growth.

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ON Semiconductor Corp. engages in the provision of power and sensing solutions, and technologies for electrification of the automotive industry. It operates through the following segments: Power Solutions Group (PSG), Advanced Solutions Group (ASG), and Intelligent Sensing Group (ISG). The PSG segment offers analog, discrete, module, and integrated semiconductor products that perform multiple application functions, including power switching, power conversion, signal conditioning, circuit protection, signal amplification, and voltage regulation functions. The ASG segment designs and develops analog, mixed-signal, advanced logic, application specific standard products, and application specific integrated circuits, radio frequency, and integrated power solutions. The ISG segment includes the design and development of complementary metal oxide semiconductor image sensors, image signal processors, single photon detectors, including silicon photomultipliers and single photon avalanche diode arrays, as well as actuator drivers for autofocus and image. The company was founded on July 4, 1999 and is headquartered in Scottsdale, AZ.

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These 2 Clean Energy Leaders Plunged on Earnings, But Only 1 Is a Screaming Buy

ON Semiconductor stock collapsed, losing most of its gains over the past year. The company faces broad-based challenges in the automotive industry, including inventory issues and high interest rates. It has also lowered its silicon carbide revenue for 2023. As a result of the collapse, ON's valuation has normalized, as the market quickly priced in these challenges. As such, ON is looking attractive again.

ON Semiconductor: This Is The Plunge That I've Been Waiting For (Rating Upgrade)

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Onsemi's share price dropped 20% after reporting lower guidance, presenting a buying opportunity for long-term investors. Q3 sales were slightly above estimates, with strong growth in the automotive revenue segment. The company's long-term outlook remains intact, and the management is focused on improving margins and streamlining operations.

ON Semiconductor: I'm In, Long-Term Thesis Still Intact (Rating Upgrade)

ON Semiconductor saw a pocket of weakness in the EV market, triggering a stock sell-off.

ON Semiconductor Stock Price Plummeted 20% in 1 Day, Dragging Other Semiconductor Stocks With It

Tesla

Despite a gain of 1.13% in the Invesco QQQ NASDAQ: QQQ, which tracks the Nasdaq 100 index, Tesla Inc. NASDAQ: TSLA skidded 4.79% after disappointing guidance from chip supplier ON Semiconductor Corp. NASDAQ: ON.

Tesla Skids 4.79% As ON Semiconductor Hits The Brakes

ON Semiconductor Inc (NASDAQ:ON) is plummeting today, despite the company's upbeat third-quarter results, after the chip giant announced 900 job cuts and a weak fiscal fourth-quarter forecast on slowing electric vehicle (EV) demand.

Plummeting Semiconductor Stock Sees Options Surge

ON Semiconductor shares fell after the company offered weaker-than-expected guidance

Shares of On Semiconductor fall 20% as fourth-quarter guidance disappoints Wall Street

The automotive semiconductor specialist delivered an earnings beat, but a soft outlook. Is the electric vehicle market peaking, or is this just a speed bump on the way to further growth?

Why On Semiconductor Plunged Today

onsemi's (ON) third-quarter 2023 performance reflects strong demand for Power Solutions and Automotive products.

onsemi's (ON) Q3 Earnings Beat Estimates, Revenues Down Y/Y

ON Semiconductor Corporation (NASDAQ:ON ) Q3 2023 Earnings Conference Call October 30, 2023 9:00 AM ET Company Participants Parag Agarwal - VP, IR & Corporate Development Hassane El-Khoury - President & CEO Thad Trent - CFO Conference Call Participants Ross Seymore - Deutsche Bank Vivek Arya - BofA Securities Chris Danely - Citigroup Inc. Harsh Kumar - Piper Sandler Gary Mobley - Wells Fargo Securities Joshua Buchalter - TD Cowen Joseph Moore - Morgan Stanley Christopher Rolland - Susquehanna Financial Group Quinn Bolton - Needham & Company Vijay Rakesh - Mizuho Securities Timothy Arcuri - UBS Tristan Gerra - Robert W. Baird Chris Caso - Wolfe Research William Stein - Truist Securities Operator Welcome to the onsemi Third Quarter 2023 Earnings Conference Call.

ON Semiconductor Corporation (ON) Q3 2023 Earnings Call Transcript

ON Semiconductor Corp (NASDAQ:ONNN) has reported third-quarter revenue and earnings that topped analysts' expectations but fourth-quarter guidance that disappointed the market, sending its shares sharply lower in early Monday morning trading.    The Arizona-based chipmaker reported a 0.5% decline in revenue to $2.18 billion for the quarter, while adjusted earnings per share (EPS) fell 4.1% to $1.39, beating the consensus estimates of $1.35, according to Zacks Investment Research.

ON Semiconductor shares topple on disappointing 4Q guidance

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ON Semi expects fourth-quarter earnings of between $1.13 and $1.27 a share, which is below analysts' consensus.

ON Semiconductor Provides Soft Fourth-Quarter Guidance. The Stock Drops.

Chipmaker Onsemi forecast fourth-quarter revenue and profit below market expectations on Monday, in a sign that slowing demand for electric vehicles was beginning to hurt orders for its chips from the automotive industry.

Onsemi forecasts weak fourth quarter on slowing demand for electric vehicles

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--onsemi (the “Company”) (Nasdaq: ON) today announced results for the third quarter of 2023 with the following highlights: Revenue of $2,180.8 million; GAAP and non-GAAP gross margin of 47.3% GAAP operating margin and non-GAAP operating margin of 31.5% and 32.6%, respectively GAAP diluted earnings per share and non-GAAP diluted earnings per share of $1.29 and $1.39, respectively Record automotive revenue of $1.2 billion, and increased 33% year-over-year Record.

onsemi Third Quarter 2023 Results Exceed Expectations

ON Semiconductor Corporation will benefit from the shift and adoption of EVs and ADAS technology through decade end. The company forecasts margin expansion and targets significant growth in cash flow margins, with expectations for annual revenue growth of 10% through 2027. ON Semiconductor stock is cheap at 15x '24 EPS targets.

On Semiconductor: Riding The EV Wave

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5 Top Stocks Set to Beat Q3 Earnings Estimates on Monday

ON Semiconductor (ON) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Should You Buy ON Semiconductor (ON) Ahead of Earnings?

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Earnings Previews for Monday Morning Reports From McDonald's, Jinko Solar, ON Semiconductor, SoFi Technologies

Semiconductor stocks have been under pressure lately as lead-times continue to shrink and not all companies have managed channel inventories well. onsemi could see some near-term revenue pressure from shrinking lead-times, fading end-user demand in select markets, and market/product exits, but these pressures appear temporary. onsemi is well-leveraged to long-term growth in electrification, as well as advanced sensing, and management has shown a lot of skill in ramping up its SiC capabilities.

onsemi: Shrinking Lead-Times Deserve Attention, But The Long-Term Story Matters More

On October 30th On Semiconductor (Nasdaq: ON) – sometimes spelled onsemi – is set to release its third quarter earnings.

3 Reasons On Semiconductor is a Conviction Buy Stock

Here is how ON Semiconductor Corp. (ON) and Vertiv Holdings Co. (VRT) have performed compared to their sector so far this year.

News for ON Semiconductor Stock (ON)