Will ON Semiconductor say “Tailwind”?

ON Semiconductor did not say “Tailwind” on its Aug 3, 2026 call (FY26 Q2); it said it on 4 of its last 8 calls: 0, 2, 2, 2, 1, 0, 0, 0 times. As of Oct 24, 2026, ON Semiconductor did not say “Tailwind” on the only call with a settled Kalshi mention market so far, on May 4, 2026. Parrot’s p for the next listing is 27% (n=1, from settlement history blended with transcripts), not a forecast.

27%from settlement history blended with transcripts · n=1Next: Earnings call, Nov 2, 2026 · counts: company speakers + operator
Last 10
0/1Last 10 settled, oldest to newest: no
Streak
not said last time
Counts
company speakers + operator
Market
47¢ Kalshi (may be delayed)
Updated

Where it was said

quotes of at most 25 words; select an appearance

ON Semiconductor

Tailwind

Probability
27% · n=1
Settled
0/1 (0%)
Last calls
said in 4 of 8

Next listing counts: company speakers + operator

FY26 Q2 earnings call, Aug 3, 2026 · not said

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FY26 Q1 earnings call, May 4, 2026 · not said

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FY25 Q4 earnings call, Feb 9, 2026 · not said

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FY25 Q3 earnings call, Nov 3, 2025 · said 1 time (counts)

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

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

Thad TrentcompanyqaIn transcript

Look, we're not guiding that far out, Vivek, but there's tailwinds as the utilization improves over time.

FY25 Q2 earnings call, Aug 4, 2025 · 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); 1 by speakers the rule does not count.

Thad TrentcompanyqaIn transcript

…think about taking utilization up, and that will give us a nice tailwind as you go into 2026. In terms of the march to the…

Thad TrentcompanyqaIn transcript

…was bridge inventory for the fab transitions in silicon carbide, but we will be burning through that. So that's a nice tailwind to cash flow.

Every match in the transcript

FY25 Q1 earnings call, May 5, 2025 · said 2 times (counts)

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

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

Thad TrentcompanypreparedIn transcript

…we are committing to building a solid foundation that will be a tailwind when the macro environment becomes more robust. In the meantime, we will…

Thad TrentcompanyqaIn transcript

…market recovers later in the second half. I think there’s a nice tailwind going forward. I think for the next couple quarters, we are in…

FY24 Q4 earnings call, Feb 10, 2025 · said 2 times (counts)

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FY24 Q3 earnings call, Oct 28, 2024 · not said

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Every settled listing

newest first · 1 shown
Every settled listing of this word, newest first
DateListed asVenueResultOur count
May 4, 2026TailwindKalshiNo0

Questions

How many times did ON Semiconductor say “Tailwind” on its last earnings call?
ON Semiconductor did not say “Tailwind” on its Aug 3, 2026 call (FY26 Q2); it said it on 4 of its last 8 calls: 0, 2, 2, 2, 1, 0, 0, 0 times.
How often does ON Semiconductor say “Tailwind”?
As of Oct 24, 2026, ON Semiconductor did not say “Tailwind” on the only call with a settled Kalshi mention market so far, on May 4, 2026.
What is the probability ON Semiconductor says “Tailwind” next time?
27%, from settlement history blended with transcripts (n=1). 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: ‘Tailwind’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/ON/words/tailwind (CC BY 4.0)

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