ON Semiconductor (ON): FY24 Q4 earnings call, Feb 10, 2025

Mon, Feb 10Earnings callSpeaker-labelled transcriptON Semiconductor

No Kalshi or Polymarket word markets were listed for ON Semiconductor’s Feb 10, 2025 earnings call (FY24 Q4). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

4 matches for “Headwind”; 4 quoted, at least 25 words apart.

Hassane El-Khourycompanyqa

…the company. And if the recovery doesn't come, now you have a headwind. I'd rather all of that work that we do now, like Thad…

Thad Trentcompanyqa

…Right? I talked about the moving pieces, but utilization is the largest headwind that we have right now. Assuming the market recovers and, you know,…

Joshua Buchalteranalystqa

…rule of thumb, you know, adding probably 100 to 150 basis points headwind as well. Can you sort of, I guess, provide more details on…

Hassane El-Khourycompanyqa

…the heck of it? Then you end up with a gross margin headwind and no additional demand. There's no demand elasticity based on proprietary products,…

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