ON · On Semiconductor Corp
$82.66
+1.10 (+1.35%)
At close · Aug 14
Market Cap
$32.18B
Shares
389.31M
On Semiconductor Corp Earnings Call Transcripts
Every quarterly earnings call for On Semiconductor Corp (ON) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲25.9%
$2.19B
$311.90M
'22 Q3
22-10-31
▲13.9%
$2.10B
$604.30M
'22 Q4
23-02-06
▲0.8%
$1.96B
$461.70M
'23 Q1
23-05-01
▲0.5%
$2.09B
$576.60M
'23 Q2
23-07-31
▼0.5%
$2.18B
$582.70M
'23 Q3
23-10-30
▼4.1%
$2.02B
$562.70M
'23 Q4
24-02-05
▼4.9%
$1.86B
$453.00M
'24 Q1
24-04-29
▼17.2%
$1.74B
$338.20M
'24 Q2
24-07-29
▼19.2%
$1.76B
$401.70M
'24 Q3
24-10-28
▼14.6%
$1.72B
$379.90M
'24 Q4
25-02-10
▼22.4%
$1.45B
−$486.10M
'25 Q1
25-05-05
▼15.4%
$1.47B
$170.30M
'25 Q2
25-08-04
▼12%
$1.55B
$255.00M
'25 Q3
25-11-03
▼11.2%
$1.53B
$181.80M
'25 Q4
26-02-09
▲4.7%
$1.51B
−$33.40M
'26 Q1
26-05-04
LATEST
▲9.2%
$1.60B
$226.80M
'26 Q2
26-08-03
Conference
Investor event
2026-08-27
onsemi Presents at the Deutsche Bank Technology Conference
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2026-08-03
onsemi Second Quarter 2026 Earnings Conference Call
Confident tone
Industrial and Energy Infrastructure
AI Data Center Growth
Supply Constraints and Capacity
Revenue
$1.60B
▲ 9.2% YoY Diluted EPS
$0.56
▲ 36.6% YoY Gross margin
38.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-04
On Semiconductor Corp Q1 FY2026 Earnings Call
Confident tone
AI data center growth
Treo platform ramp
Gross margin and operating leverage
Revenue
$1.51B
▲ 4.7% YoY Diluted EPS
$-0.08
Gross margin
38.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-09
On Semiconductor Corp Q4 FY2025 Earnings Call
Positive tone
FabRite / cost optimization and margin bridge
Wide bandgap / GaN and SiC technology
AI data center growth
Revenue
$1.53B*
▼ 11.2% YoY Gross margin
36.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-03
On Semiconductor Corp Q3 FY2025 Earnings Call
Positive tone
Gross margin expansion strategy
Automotive stabilization
Industrial stabilization and growth
Revenue
$1.55B
▼ 12% YoY Diluted EPS
$0.63
▼ 32.3% YoY Gross margin
37.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-04
On Semiconductor Corp Q2 FY2025 Earnings Call
Positive tone
Automotive end market recovery
AI data center growth opportunity
Silicon carbide competitive positioning
Revenue
$1.47B
▼ 15.4% YoY Diluted EPS
$0.41
▼ 47.4% YoY Gross margin
37.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-05
On Semiconductor Corp Q1 FY2025 Earnings Call
Positive tone
Automotive silicon carbide (EliteSiC) momentum
Macroeconomic and geopolitical uncertainty
AI data center power solutions
Revenue
$1.45B
▼ 22.4% YoY Diluted EPS
$-1.15
▼ 210.6% YoY Gross margin
20.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-10
On Semiconductor Corp Q4 FY2024 Earnings Call
Cautious tone
End-market demand weakness
Silicon carbide and AI data centers
Automotive segment
Revenue
$1.72B*
▼ 14.6% YoY Gross margin
45.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-28
On Semiconductor Corp Q3 FY2024 Earnings Call
Positive tone
Silicon carbide ramp and market share
China automotive strength and EV traction
Soft end-demand and L-shaped recovery
Revenue
$1.76B
▼ 19.2% YoY Diluted EPS
$0.93
▼ 27.9% YoY Gross margin
45.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-29
On Semiconductor Corp Q2 FY2024 Earnings Call
Positive tone
Demand Stabilization and Recovery
Silicon Carbide Growth
Volkswagen Design Win and Czech Investment
Revenue
$1.74B
▼ 17.2% YoY Diluted EPS
$0.78
▼ 39.5% YoY Gross margin
45.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-29
On Semiconductor Corp Q1 FY2024 Earnings Call
Positive tone
Silicon Carbide Growth and Market Outlook
Market Softness and Inventory Digestion
Industrial Market and Applications
Revenue
$1.86B
▼ 4.9% YoY Diluted EPS
$1.04
▲ 1% YoY Gross margin
45.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-05
On Semiconductor Corp Q4 FY2023 Earnings Call
Positive tone
Long-Term Supply Agreements and Customer Engagement
Near-Term Demand Softness and Inventory Digestion
Silicon Carbide (SiC) Growth and Capacity
Revenue
$2.02B*
▼ 4.1% YoY Gross margin
46.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-30
On Semiconductor Corp Q3 FY2023 Earnings Call
Revenue
$2.18B
▼ 0.5% YoY Diluted EPS
$1.29
▲ 84.3% YoY Gross margin
47.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-31
On Semiconductor Corp Q2 FY2023 Earnings Call
Revenue
$2.09B
▲ 0.5% YoY Diluted EPS
$1.29
▲ 26.5% YoY Gross margin
47.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-01
On Semiconductor Corp Q1 FY2023 Earnings Call
Revenue
$1.96B
▲ 0.8% YoY Diluted EPS
$1.03
▼ 12.7% YoY Gross margin
46.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-06
On Semiconductor Corp Q4 FY2022 Earnings Call
Revenue
$2.10B*
▲ 13.9% YoY Gross margin
48.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-31
On Semiconductor Corp Q3 FY2022 Earnings Call
Revenue
$2.19B
▲ 25.9% YoY Diluted EPS
$0.70
▲ 0% YoY Gross margin
48.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-01
On Semiconductor Corp Q2 FY2022 Earnings Call
Revenue
$2.08B
▲ 24.9% YoY Diluted EPS
$1.02
▲ 142.9% YoY Gross margin
49.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-02
On Semiconductor Corp Q1 FY2022 Earnings Call
Revenue
$1.95B
▲ 31.3% YoY Diluted EPS
$1.18
▲ 490% YoY Gross margin
49.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-07
On Semiconductor Corp Q4 FY2021 Earnings Call
Revenue
$1.85B*
▲ 27.6% YoY Gross margin
45.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-01
On Semiconductor Corp Q3 FY2021 Earnings Call
Revenue
$1.74B
▲ 32.2% YoY Diluted EPS
$0.70
▲ 84.2% YoY Gross margin
41.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-02
On Semiconductor Corp Q2 FY2021 Earnings Call
Revenue
$1.67B
▲ 37.6% YoY Diluted EPS
$0.42
Gross margin
38.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-03
On Semiconductor Corp Q1 FY2021 Earnings Call
Revenue
$1.48B
▲ 15.9% YoY Diluted EPS
$0.20
Gross margin
35.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-01
On Semiconductor Corp Q4 FY2020 Earnings Call
Revenue
$1.45B
▲ 3.2% YoY Diluted EPS
$0.21
▲ 50% YoY Gross margin
34.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-02
On Semiconductor Corp Q3 FY2020 Earnings Call
Revenue
$1.32B
▼ 4.7% YoY Diluted EPS
$0.38
Gross margin
33.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-10
On Semiconductor Corp Q2 FY2020 Earnings Call
Revenue
$1.21B
▼ 10% YoY Diluted EPS
$0.00
▼ 100% YoY Gross margin
30.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-11
On Semiconductor Corp Q1 FY2020 Earnings Call
Revenue
$1.28B
▼ 7.8% YoY Diluted EPS
$-0.03
▼ 111.1% YoY Gross margin
31.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-03
On Semiconductor Corp Q4 FY2019 Earnings Call
Revenue
$1.40B
▼ 6.7% YoY Diluted EPS
$0.14
▼ 64.1% YoY Gross margin
34.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–28 of 28 earnings calls
Key facts
CIK
1097864
CUSIP
682189105
13F (30d)
919 filings
890 filers
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