ON Semiconductor (ON): FY26 Q1 earnings call, May 4, 2026
On its May 4, 2026 earnings call (FY26 Q1), ON Semiconductor said 7 of the 10 words Kalshi listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
10 words · 7 settled yes · our count agreed on 10 of 10- Kalshi: company speakers + operator
Kalshi
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 |
|---|---|---|---|---|---|---|
| EV / Electric Vehicle | Yes | 8 | 8 | ✓ | 90%n=1+tx from settlement history blended with transcripts | – |
| Backlog | Yes | 3 | 3 | ✓ | 36%n=1+tx from settlement history blended with transcripts | – |
| Autonomous / Automation | Yes | 2 | 2 | ✓ | 72%n=1+tx from settlement history blended with transcripts | – |
| Headwind | Yes | 1 | 1 | ✓ | 68%n=1+tx from settlement history blended with transcripts | – |
| Market Share | Yes | 1 | 1 | ✓ | 59%transcripts from the transcript model | – |
| NIO | Yes | 1 | 1 | ✓ | 24%n=1+tx from settlement history blended with transcripts | – |
| Sineng Electric | Yes | 1 | 1 | ✓ | 15%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 64%n=1+tx from settlement history blended with transcripts | – |
| Tailwind | No | 0 | 0 | ✓ | 55%transcripts from the transcript model | – |
| Nvidia | No | 0 | 0 | ✓ | 29%n=1+tx from settlement history blended with transcripts | – |
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 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
34 matches for “AI”; 5 quoted, at least 25 words apart.
…quarter marks a clear inflection point for onsemi. Improving demand signals, accelerating AI data center growth, and sustained gross margin expansion demonstrate that the structural…
…of $0.64, both above the midpoint of guidance, driven by growth in AI data center. We expanded gross margin for the third consecutive quarter to…
…than 2.5x sequentially, and we saw broader adoption across high-volume automotive, industrial, and AI applications, with Treo design wins supporting the transition to software-defined vehicles.
…deliver high power density, efficiency, and ease of use in humanoid applications, AI data centers, and automotive. Our overall GaN solutions design funnel, which includes…
…supporting long-term growth opportunities for onsemi in automotive power globally. Turning to AI data centers, our revenue grew more than 30% quarter-over-quarter, nearly double our…
Where the listed words were said
…than 30 Treo devices, enabling end-zone connectivity. Higher energy costs are accelerating EV demand, with cost-optimized EV platforms driving increased adoption of IGBT-based traction inverter…
…and free cash flow. In the first quarter, order patterns and improving backlog visibility indicate that we are moving away from the bottom of the…
…technology were selected to enable reliable depth perception and navigation in autonomous systems. Our roadmap spans complementary modalities, including high-resolution imaging, depth, and…
…improves, you know, you'll see that as well. We've also had some headwinds on cost input costs going up, our pricing actions are now going…
…market in 2026, with more than 40% revenue growth year-over-year and a market share approaching 60%, and are now ramping revenue for a large U.S.…
…Show in April is approximately 55%. Recent expanded collaborations with Geely and NIO highlight our role in enabling these customers to scale globally with their…
Agents: this page as TSV at /api/v1/appearances/on-semiconductor:2026-05-04:earnings_call · words: /api/v1/brief?appearance=on-semiconductor:2026-05-04:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP