ON Semiconductor (ON): FY26 Q2 earnings call, Aug 3, 2026

Mon, Aug 3Earnings callSpeaker-labelled transcriptON Semiconductor

No Kalshi or Polymarket word markets were listed for ON Semiconductor’s Aug 3, 2026 earnings call (FY26 Q2). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

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

45 matches for “AI”; 5 quoted, at least 25 words apart.

Hassane El-Khourycompanyprepared · 3:31Hear it 3:25, Hassane El-Khoury

…continued to take shape during the quarter with continued strength in our AI data center business. We also saw multiple indicators of strengthening demand with…

Hassane El-Khourycompanyprepared · 4:17Hear it 4:17, Hassane El-Khoury

…our model with recovering demand driving accelerated margin expansion and earnings growth. AI data center remains our fastest-growing market. We now expect AI data center…

Hassane El-Khourycompanyprepared · 4:44Hear it 4:38, Hassane El-Khoury

…to supply advanced power systems designed to support the next generation of AI data centers, broadening the number of platforms where our intelligent power solutions…

Hassane El-Khourycompanyprepared · 5:06Hear it 5:02, Hassane El-Khoury

…infrastructure market. In parallel, we continue to add content in US hyperscalers AI deployments with design wins supporting AWS power supply and battery backup systems.…

Hassane El-Khourycompanyprepared · 5:32Hear it 5:28, Hassane El-Khoury

…AI power architectures. In 2026, we expect our silicon carbide revenue in AI data center applications to grow nearly 60% year-over-year. We expect our high…

Agents: this page as TSV at /api/v1/appearances/on-semiconductor:2026-08-03:earnings_call · words: /api/v1/brief?appearance=on-semiconductor:2026-08-03:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP