每经AI快讯，2月10日，安森美半导体去年四季度营收15.3亿美元，符合分析师预期，预计一季度营收 14.4亿-15.4亿美元，分析师预期15.1亿美元。 ...

安森美半导体：第一季度营收展望为14.35-15.35亿美元。 来源：滚动播报 ...

Revenue Composition - Sales to the automotive industry represented approximately 51% of total revenue, while sales to the industrial sector accounted for about 28% for the year ended December 31, 2025[108]. - One distributor accounted for approximately 11% and 10% of total revenue for the years ended 2025 and 2024, respectively[109]. - Changes in economic conditions affecting the automotive and industrial sectors could materially impact sales and results of operations[108]. - The company's operating results are significantly influenced by independent distributors, which may adversely affect revenue if they underperform or terminate their representation[111]. Industry Competition and Challenges - The semiconductor industry is characterized by rapidly evolving technologies and short product life cycles, which could adversely affect the company's ability to maintain required margins[103]. - The company faces significant competition in the semiconductor industry, which has experienced substantial consolidation, potentially impacting market share and profitability[104]. - The company must invest significantly in research and development to remain competitive, with the risk that new products may not generate sufficient revenue to recover development costs[101]. - The company faces risks related to the development and commercialization of AI power technologies, which may not capture expected market share, potentially leading to inventory obsolescence and financial losses[117]. - Compliance with evolving government regulations regarding AI could increase development costs and limit global adoption, adversely impacting demand for AI-related products[118]. - The company is exposed to risks associated with the use of AI tools, including potential legal liabilities and competitive disadvantages if competitors leverage AI more effectively[119]. Supply Chain and Operational Risks - The company relies on a limited number of specialized third-party suppliers for key components, and disruptions in these relationships could materially affect operations[94]. - Operational disruptions at manufacturing facilities could lead to delays in production and negatively impact future revenues[93]. - The company may face challenges in accurately forecasting demand, leading to excess or obsolete inventory charges[97]. - Disruptions in the supply chain due to macroeconomic events could materially adversely affect the company's business and financial condition[182]. Financial Condition and Debt - As of December 31, 2025, the company had $3,004.9 million of outstanding principal relating to its indebtedness[153]. - Approximately $1.5 billion was available for future borrowings under the Revolving Credit Facility as of December 31, 2025[153]. - The company may face significant cash flow challenges in meeting its debt service obligations, which could adversely affect its financial condition and results of operations[159]. - If interest rates increase, the company's debt service obligations under variable rate indebtedness could rise significantly, negatively impacting net income and cash flows[164]. - The company’s ability to repay its debt is dependent on cash flow generation from its subsidiaries, which may not be obligated to make funds available for debt repayment[162]. - An event of default under any agreement related to the company's outstanding indebtedness could trigger cross defaults, putting immediate pressure on liquidity and financial condition[161]. - The company may need to issue additional shares or convertible instruments if unable to refinance or repay its debt, which would dilute existing stockholders[160]. Regulatory and Compliance Risks - Changes in tariffs and government trade policies could materially impact sales and profitability, particularly due to geopolitical tensions affecting operations in China[112][113][114]. - The semiconductor industry faces increasing environmental regulations, particularly concerning the use of per- and polyfluoroalkyl substances (PFAS)[140]. - The company has incurred costs associated with complying with evolving environmental, health, and safety laws, which could materially affect its financial condition[142]. - The company is exposed to risks related to compliance with privacy and data protection laws, which could result in significant costs and liabilities[134]. - Regulatory developments related to climate change may incur additional compliance costs, impacting the company's financial condition[184]. Cybersecurity and Legal Risks - Cybersecurity breaches could irreparably damage the company's reputation and operations, exposing it to significant liabilities and operational interruptions[131]. - Warranty claims and product liability issues could harm the company's reputation and financial condition, especially if product failures lead to recalls or legal claims[122][123]. - The company may face litigation risks that could divert management attention and incur significant costs, impacting overall operations[183]. - Intellectual property claims could lead to substantial liabilities or operational disruptions, impacting sales and financial results if not resolved favorably[126][127][128][129][130]. Human Resources and Operational Capabilities - Attracting and retaining skilled personnel is critical, with intense competition in the semiconductor industry potentially affecting the company's operational capabilities[120][121]. - The company is making substantial investments in information technology systems, including a new enterprise resource planning system to be implemented in Q3 2025[137]. Financial Instruments and Market Risks - The company utilizes derivative financial instruments to mitigate financial market risks, including changes in interest rates and foreign currency exchange rates[302]. - The notional amount of foreign exchange contracts was $190.5 million as of December 31, 2025, down from $256.8 million in 2024[306]. - A hypothetical 10% change in currency exchange rates would have impacted operating income by approximately $102.3 million for the year ended December 31, 2025[307]. - The company is subject to risks associated with transactions in currencies other than its functional currencies, affecting financial results due to translation adjustments[305]. - Currency fluctuations and foreign exchange regulations may adversely affect liquidity and financial condition, particularly given significant operations in Asia/Pacific and Europe[124][125].

Exhibit 99.1 Results Highlights: "We remained disciplined in our execution and met expectations in the fourth quarter as we saw increasing signs of stabilization in our key markets," said Hassane El-Khoury, President and CEO, onsemi. "We continue to invest in intelligent power and sensing technologies that position us to win in the most critical technology transitions shaping our industry. Our strategy is clear: lead in automotive, industrial, and AI data center power with innovation that delivers higher-va ...

Returned $1.4 billion of 2025 Free Cash Flow through share repurchasesSCOTTSDALE, Ariz., Feb. 09, 2026 (GLOBE NEWSWIRE) -- onsemi (the “Company”) (Nasdaq: ON) today announced its fourth quarter and fiscal year 2025 results: Results Highlights: Fourth quarter revenue of $1,530 millionFourth quarter GAAP gross margin and non-GAAP gross margin of 36.0% and 38.2%, respectivelyFourth quarter GAAP operating margin and non-GAAP operating margin of 13.1% and 19.8%, respectivelyFourth quarter GAAP diluted earnings p ...

Core Viewpoint - ON Semiconductor Corporation is expected to report a decline in earnings and revenue for the fourth quarter compared to the previous year [1] Group 1: Earnings Expectations - Analysts anticipate ON Semiconductor will report earnings of 62 cents per share for the fourth quarter, a decrease from 95 cents per share in the same period last year [1] - The consensus estimate for quarterly revenue is projected at $1.54 billion, down from $1.72 billion a year earlier [1] Group 2: Share Repurchase Program - ON Semiconductor's board has authorized a share repurchase program of up to $6 billion over the next three years [2] - Following the announcement, ON Semiconductor shares increased by 3.3%, closing at $65.20 [2]

ON Semiconductor Corporation (NASDAQ:ON) will release earnings results for its fourth quarter, after the closing bell on Monday, Feb. 9.Analysts expect the Scottsdale, Arizona-based company to report quarterly earnings at 62 cents per share, down from 95 cents per share in the year-ago period. The consensus estimate for ON Semiconductor's quarterly revenue is $1.54 billion, versus $1.72 billion a year earlier, according to data from Benzinga Pro.On Nov. 18, ON Semi announced that its board authorized a shar ...

Market Overview - The Dow Jones Industrial Average fell 224 points, or 0.45%, to 49,891.55, slipping below the key 50,000 mark, while the S&P 500 edged up 0.06% to 6,936.48, and the Nasdaq Composite rose 0.29% to 23,097.46, indicating a market divided between old-economy stocks under pressure and selective strength in technology and AI-linked names [18] Commodities - Gold futures surged 1.44%, reclaiming the $5,000 per ounce level, driven by Wells Fargo's bullish price target of $6,300 and a 15-month buying streak by China's central bank, highlighting its status as a hedge against economic uncertainty [2][11] - Silver also saw a significant increase, gaining over 4%, as investors turned to hard assets amid macro uncertainty and inflation risks [11] Cryptocurrency - Bitcoin fell below $69,000, continuing a volatile trend, with the Nasdaq Crypto Index dropping 2.66%, reflecting a cooling of speculative interest in the market [3][12] - The recent selloff marked Bitcoin's sharpest daily drop since 2022, indicating a lack of confidence in the cryptocurrency market [12] Technology Sector - The tech-heavy Nasdaq found support from selective buying in AI and semiconductor stocks, with NVIDIA trading higher due to continued confidence in long-term demand for AI infrastructure [7][15] - However, the software sector faced challenges, exemplified by monday.com, whose shares plunged 23% after issuing disappointing revenue and profit guidance, raising concerns about AI's impact on margins and pricing power [9][10] Upcoming Events - Markets are focused on upcoming earnings reports from major companies like Coca-Cola, McDonald's, and Cisco, as well as macroeconomic data including the January jobs report and inflation data, which could influence expectations for interest rates and growth [13]

Market Overview - US stocks experienced a positive turn on Monday, with the S&P 500 rising approximately 0.5% and the Nasdaq Composite gaining nearly 1%, while the Dow Jones Industrial Average remained above 50,000 for the first time [1] - Wall Street is currently debating the impact of AI disruptions on software companies, highlighted by a significant drop in shares of Monday.com, which fell as much as 22% due to disappointing revenue and profit guidance [2][12] Company Earnings and Performance - Cleveland-Cliffs stock dropped 19% after the steel producer's fourth-quarter revenue of $4.3 billion fell short of estimates of $4.5 billion, with a net loss per share of $0.44, which was better than the expected loss of $0.60 [5][6][7] - Monday.com reported adjusted earnings per share of $1.04, exceeding estimates of $0.92, but its first-quarter revenue guidance of $338 million to $340 million was below expectations of $342 million, leading to a 15% drop in stock price [19][20][21] - Kroger's stock surged over 8% after announcing the appointment of former Walmart executive Greg Foran as CEO, aiming to capture market share following a blocked acquisition [9][10] Economic Data and Trends - Investors are awaiting the delayed January jobs report from the Bureau of Labor Statistics, with a focus on potential signs of weakness in the labor market following a disappointing ADP payroll update [4] - Gold futures rose above $5,000 an ounce, while Bitcoin fell below $69,000 after experiencing significant volatility [3][26][27] Strategic Developments - STMicroelectronics announced a multiyear, multibillion-dollar deal with Amazon to supply chips for its data centers, resulting in an 8% increase in STMicroelectronics' stock [13][14][15] - QuantumScape's stock rose 14% following the launch of its "Eagle Line" battery production factory in San Jose [28]

Market Overview - U.S. stock futures declined on Monday after a significant rebound on Friday, with major benchmark indices showing lower futures [1] - The 10-year Treasury bond yielded 4.22%, while the two-year bond was at 3.50%, indicating market expectations for interest rates [2] - The Dow Jones, S&P 500, Nasdaq 100, and Russell 2000 experienced slight declines of -0.12%, -0.37%, -0.63%, and -0.33% respectively [2] Company Insights - FedEx Corp. rose by 0.47% following a consortium's announcement to acquire InPost for €7.8 billion ($9.254 billion), maintaining a strong price trend and value ranking [6] - ON Semiconductor Corp. fell by 1.38% as analysts anticipate quarterly earnings of 62 cents per share on revenue of $1.54 billion, while maintaining a moderate value ranking [7] - STMicroelectronics is noted to have a stronger price trend but a poor quality ranking according to Benzinga's Edge Stock Rankings [3] - Kroger maintains a strong price trend and solid quality ranking across all time frames [4] Sector Performance - The S&P 500's gains on Friday were led by industrials, energy, and information technology sectors, while consumer discretionary and communication services sectors closed lower [8] Economic Insights - Financial experts attribute the recent rally in the Dow Jones Industrial Average, which closed above 50,000 for the first time, to cooling inflation and technical rebounds [9] - Analysts suggest that the S&P 500 may struggle to surpass the 7,000-point milestone without stronger contributions from the tech sector, particularly software [11] - Upcoming CPI data and labor market conditions are critical factors to watch for the year ahead, as noted by Allianz's Chief Economic Adviser [11]