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).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
5 matches for “Tariff”; 5 quoted, at least 25 words apart.
…end markets. We have not seen any pull-ins to date due to tariffs and our diversified manufacturing footprint remains a competitive advantage, providing sourcing options…
…of our current expectations that there is no material direct impact of tariffs announced as of today. Given our current visibility, we anticipate Q3 revenue…
…can you maybe talk about the reasons for that? Is it purely tariff-based uncertainty in terms of their end market uncertainty? Or do you think…
…believe that's a broad statement from an inventory perspective. You have the tariff and you have just the general uncertainty of end market demand. So…
…competitive advantage. That has been recognized by customers, especially as the whole tariff talk has been for a few quarters now. The 232, I believe,…
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