ON Semiconductor (ON): FY25 Q4 earnings call, Feb 9, 2026

Mon, Feb 9Earnings callSpeaker-labelled transcriptON Semiconductor

On its Feb 9, 2026 earnings call (FY25 Q4), ON Semiconductor said 5 of the 17 words Kalshi and Polymarket listed; Parrot’s count agreed with all 17 settlements. Quotes below are at most 25 words each.

Updated Oct 23, 2026, 23:25 UTC

Markets

17 words · 5 settled yes · our count agreed on 17 of 17

Kalshi: company speakers + operator Kalshi
Polymarket: anyone Polymarket

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
Word	Result	Our count	All speakers	Agrees	Probability	Market
AI	Yes	31	31	✓	94%transcripts from the transcript model	–
Headwind	Yes	5	6	✓	49%transcripts from the transcript model	–
Autonomous / Automation	Yes	4	4	✓	56%transcripts from the transcript model	–
China	Yes	2	2	✓	96%transcripts from the transcript model	–
EV / Electric Vehicle	Yes	1	3	✓	90%transcripts from the transcript model	–
Tariff	No	0	0	✓	80%transcripts from the transcript model	–
Backlog	No	0	1	✓	54%transcripts from the transcript model	–
Nvidia	No	0	0	✓	46%transcripts from the transcript model	–
NIO	No	0	0	✓	39%transcripts from the transcript model	–
Export	No	0	0	✓	27%transcripts from the transcript model	–
AMD	No	0	0	✓	16%transcripts from the transcript model	–
Meta	No	0	0	✓	16%transcripts from the transcript model	–
Rare Earth	No	0	0	✓	16%transcripts from the transcript model	–
Taiwan	No	0	0	✓	16%transcripts from the transcript model	–
Trump	No	0	0	✓	16%transcripts from the transcript model	–
VRAM/RAM	No	0	0	✓	16%transcripts from the transcript model	–
Xi	No	0	0	✓	16%transcripts from the transcript model	–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

Hassane El-Khourycompany“AI” · prepared

…engine with our Treo platform. We delivered more than $250 million in AI data center revenue across the PowerTree. We expanded our content in automotive…

Thad Trentcompany“Headwind” · qa

…gross margin. We've got the capacity. It's not going to be a headwind to utilization. So you can see that even with these net of…

Hassane El-Khourycompany“Autonomous / Automation” · prepared

…as the industry accelerates towards a zonal architecture for software-defined vehicles and autonomous driving. We are proliferating our eight-megapixel image sensor for front-facing vision and…

Hassane El-Khourycompany“China” · prepared

…with Delta, Lite-On, and Great Wall to serve both their Western and China customers as the AI ecosystem continues to build out. At the XPU…

Hassane El-Khourycompany“EV / Electric Vehicle” · prepared

…in high voltage and high power density applications spanning AI data centers, EVs, renewables, and aerospace defense and security. We expect first VGaN revenue in…

Agents: this page as TSV at /api/v1/appearances/on-semiconductor:2026-02-09:earnings_call · words: /api/v1/brief?appearance=on-semiconductor:2026-02-09:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP