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.

3 matches for “Tailwind”; 3 quoted, at least 25 words apart.

Ross Clark Seymoreanalystqa

…And where are there still headwinds? Where are you seeing mainly the tailwinds? And perhaps more importantly, when we move to the secular side, you…

Thad Trentcompanyqa

…think about taking utilization up, and that will give us a nice tailwind as you go into 2026. In terms of the march to the…

Thad Trentcompanyqa

…was bridge inventory for the fab transitions in silicon carbide, but we will be burning through that. So that's a nice tailwind to cash flow.

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