ON Semiconductor (ON): FY25 Q3 earnings call, Nov 3, 2025
No Kalshi or Polymarket word markets were listed for ON Semiconductor’s Nov 3, 2025 earnings call (FY25 Q3). 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.
13 matches for “China”; 5 quoted, at least 25 words apart.
…and image sensing. Europe was down 4% as macro softness persisted, while China was down 7% sequentially. In China, we secured strategic wins in high-voltage…
…including wins with two of the leading utility solar inverter suppliers in China. We also secured the next-generation large-scale stationary storage with a large OEM…
…was $787 million, which increased 7% sequentially, driven by increases in Americas, China and Japan. Revenue for Industrial was $426 million, up 5% sequentially, primarily…
…industrial was from some of the slowdown in the solar deployment in China. That's temporary. As you go from a tariff to a market pricing,…
…continue to gain share in our end customers. And our position in China remains unchanged as new products are ramping. I mentioned a couple of…
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