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

Mon, Aug 4Earnings callSpeaker-labelled transcriptON Semiconductor

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.

2 matches for “Nvidia”; 2 quoted, at least 25 words apart.

Hassane S. El-Khourycompanyprepared

…drive efficiency and performance at scale through collaboration with market leaders like NVIDIA to accelerate the shift to 800-volt DC power architecture. We remain focused…

Nathaniel Quinn Boltonanalystqa

…you expect that to sort of ramp in the 2027 time frame given, I think, what NVIDIA has stated about its 800-volt rack time line?

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