ON Semiconductor (ON): FY25 Q2 earnings call, Aug 4, 2025

No Kalshi or Polymarket word markets were listed for ON Semiconductor’s Aug 4, 2025 earnings call (FY25 Q2). 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 “China”; 5 quoted, at least 25 words apart.

Hassane S. El-Khourycompanyprepared

…expected to grow in the third quarter with continued EV ramps. In China, select Xiaomi YU7 electric SUV models integrate our 1,200-volt EliteSiC M3e, enabling…

Thad Trentcompanyprepared

…by weakness in America and Europe and offset by continued strength in China. Revenue for Industrial was $406 million, up 2% sequentially. While our medical…

Vivek Aryaanalystqa

…we in the automotive recovery cycle for ON? I think you mentioned China appears to be strong for you. Is it really the weakness outside…

Hassane S. El-Khourycompanyqa

Yes. So I think the Automotive specifically, the regions other than China, both Europe and North America are weak. I think there's a lot of…

Christopher Brett Danelyanalystqa

…my follow-up, just real quick. What percentage of your auto business is China? And then how would you expect that to trend over the next…

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