Will ON Semiconductor say “Headwind”?

ON Semiconductor said “Headwind” 2 times on its Aug 3, 2026 call (FY26 Q2), and on 6 of its last 8 calls: 1, 3, 1, 0, 0, 5, 1, 2 times. As of Oct 23, 2026, ON Semiconductor said “Headwind” on 2 of 2 calls with a settled Kalshi mention market since Feb 9, 2026 (100%), most recently on May 4, 2026. Parrot’s p for the next listing is 78% (n=2, from settlement history blended with transcripts), not a forecast.

78%from settlement history blended with transcripts · n=2Next: Earnings call, Nov 2, 2026 · counts: company speakers + operator
Last 10
2/2Last 10 settled, oldest to newest: yes yes
Streak
said the last 2 times
Counts
company speakers + operator
Market
61¢ Kalshi (may be delayed)
Updated

Where it was said

quotes of at most 25 words; select an appearance

ON Semiconductor

Headwind

Probability
78% · n=2
Settled
2/2 (100%)
Last calls
said in 6 of 8

Next listing counts: company speakers + operator

FY26 Q2 earnings call, Aug 3, 2026 · said 2 times (counts)

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Counts: company speakers + operator (not listed here; the usual rule)

2 counted (0 in prepared remarks, 2 in Q&A).

Thad Trentcompanyqa · 26:10Hear it 26:08, Thad Trent In transcript

…utilization actually dropped six percentage points from Q3-Q4. That would've been a headwind to Q2. We actually offset that headwind with favorable mix primarily. We…

Every match in the transcript

FY26 Q1 earnings call, May 4, 2026 · said 1 time (counts)

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Counts: company speakers + operator

1 counted (0 in prepared remarks, 1 in Q&A).

Thad TrentcompanyqaIn transcript

…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…

FY25 Q4 earnings call, Feb 9, 2026 · said 5 times (counts)

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Counts: company speakers + operator

5 counted (0 in prepared remarks, 5 in Q&A); 1 by speakers the rule does not count.

Thad TrentcompanyqaIn transcript

…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…

Thad TrentcompanyqaIn transcript

…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.

Every match in the transcript

FY25 Q3 earnings call, Nov 3, 2025 · not said

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FY25 Q2 earnings call, Aug 4, 2025 · not said

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FY25 Q1 earnings call, May 5, 2025 · said 1 time (counts)

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FY24 Q4 earnings call, Feb 10, 2025 · said 3 times (counts)

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FY24 Q3 earnings call, Oct 28, 2024 · said 1 time (counts)

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Every settled listing

newest first · 2 shown
Every settled listing of this word, newest first
DateListed asVenueResultOur count
May 4, 2026HeadwindKalshiYes1
Feb 9, 2026HeadwindKalshiYes5

Questions

How many times did ON Semiconductor say “Headwind” on its last earnings call?
ON Semiconductor said “Headwind” 2 times on its Aug 3, 2026 call (FY26 Q2), and on 6 of its last 8 calls: 1, 3, 1, 0, 0, 5, 1, 2 times.
How often does ON Semiconductor say “Headwind”?
As of Oct 23, 2026, ON Semiconductor said “Headwind” on 2 of 2 calls with a settled Kalshi mention market since Feb 9, 2026 (100%), most recently on May 4, 2026.
What is the probability ON Semiconductor says “Headwind” next time?
78%, from settlement history blended with transcripts (n=2). It is a base rate from history, not a forecast and not advice.
Who has to say it for the market to count?
Under the next market's rule: company speakers + operator.

Cite parrot.markets, “ON Semiconductor: ‘Headwind’ mention history”, as of Oct 23, 2026, https://parrot.markets/earnings/ON/words/headwind (CC BY 4.0)

Agents: this page as TSV at /api/v1/word?entity=on-semiconductor&word=headwind · quotes: /api/v1/quotes?entity=on-semiconductor&word=… · columnar JSON in #parrot-data · llms.txt · MCP