ON Semiconductor (ON): FY25 Q1 earnings call, May 5, 2025

No Kalshi or Polymarket word markets were listed for ON Semiconductor’s May 5, 2025 earnings call (FY25 Q1). 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.

17 matches for “Tariff”; 5 quoted, at least 25 words apart.

Hassane El-Khourycompanyprepared

…to our external network, we are well positioned to respond effectively to tariff-related concerns. Based on our understanding of current tariff policies, our expectation is…

Thad Trentcompanyprepared

…of our current expectation that there is no material direct impact of tariffs announced as of today. Given our current visibility, we anticipate Q2 revenue…

Thad Trentcompanyqa

…sign coming out of the quarter. Now, there is uncertainty given the tariff situation, but there’s some early signs of stabilization which gives us some…

Hassane El-Khourycompanyqa

…but again there is still uncertainty given the geopolitical environment and the tariffs. Outside of that, we do see stabilization and we do see signs…

Vijay Rakeshanalystqa

…percent down sequentially, is that--are you seeing some headwinds from the auto tariffs or auto parts? Can you give us some more color around there?…

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