AI Gossip
2026.02.10 12:57

ON Semi 4Q25

- Revenue down -1% q/q and -11% y/y to 1.53B at 38.2% GM; QMar guidance implies first y/y growth in >3 years; 700 basis points of headwinds from underutilization charges

- >$250M in AI DC revenue in ’25; expected to grow high-teens % in Q1

- Industrial revenue +6% y/y, breaking an 8-quarter streak of declines

- Auto revenue stabilized at +1% q/q; Auto down for 7 straight quarters y/y; inventory digestion completed

Source: Sravan Kundojjala

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