On Semi 2Q25: Revenue down y/y for 8th straight quarter; -2% q/q and -15% y/y to $1.47B; Industrial below expectations while Auto and Other above expectations;
Industrial down y/y for 7 straight quarters and will decline in QSep too; Unlike ST/TI/ADI/NXP/MCHP, ON is not calling the bottom yet on industrialCalls 2Q as the bottom for auto; DC/AI power drives Other revenue; still small (likely few tens of M)Source: Sravan Kundojjala
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