ON Semiconductor (ON): FY25 Q4 earnings call, Feb 9, 2026
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.
UpdatedMarkets
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.
| 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
31 matches for “AI”; 5 quoted, at least 25 words apart.
…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…
…multiyear competitive advantage in high voltage and high power density applications spanning AI data centers, EVs, renewables, and aerospace defense and security. We expect first…
…the midpoint of our guidance. Automotive inventory digestion is largely behind us, AI data center is increasingly becoming a meaningful growth engine for the company,…
…resilient, reliable power distribution and optimized size and weight. Turning to our AI data center business, as previously mentioned, we delivered more than $250 million…
…only broad-based U.S. power semiconductor supplier addressing power density bottlenecks that limit AI growth, aligning with national priorities for a resilient AI infrastructure. With a…
Where the listed words were said
…platform. We are already sampling our 1,200-volt ultra-low RDS SiC JFET for AI data center platforms, and our AI data center funnel is increasing as…
…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…
…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…
…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…
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