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.
6 matches for “Headwind”; 5 quoted, at least 25 words apart.
…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…
…margins 30 basis points shows you that our FabRite initiatives of taking cost out are offsetting the headwind. So it's actually up quarter on quarter.
…you remember, the Chinese New Year has a little bit of a headwind on auto. So when we think about sequential, it's roughly flat. Industrial,…
…think we're gonna have the kick in of depreciation that I mentioned, and I don't see that as a headwind in Q2 of next year.
…question. You're clearly signaling better revenue visibility, albeit met with some CECL headwind and some business exits in the first quarter. But maybe if you…
Where the listed words were said
…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…
…I said in the prepared remarks, there's about 700 basis points of headwind from underutilization just in the Q4 margin. So if you take our…
…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…
…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