Research analysts who have asked questions during STMicroelectronics earnings calls.
FB
Francois-Xavier Bouvignies
UBS
5 questions for STM
Also covers: ASML, ERIC, NOK +1 more
Stephane Houri
ODDO BHF
5 questions for STM
Also covers: ARM, ASML, IFNNY
Janardan Menon
Jefferies
4 questions for STM
Also covers: ERIC, IFNNY
JB
Joshua Buchalter
TD Cowen
4 questions for STM
Also covers: ADI, AIP, ALGM +15 more
SD
Sandeep Deshpande
JPMorgan Chase & Co.
4 questions for STM
Also covers: ASML, ERIC, IFNNY +1 more
Sébastien Sztabowicz
Kepler Cheuvreux
3 questions for STM
Also covers: ERIC, IFNNY, NOK
DS
Didier Scemama
Bank of America
2 questions for STM
Also covers: ASML, ERIC, IFNNY +1 more
Gianmarco Bonacina
Banca Akros
2 questions for STM
Lee Simpson
Morgan Stanley
2 questions for STM
Also covers: ARM, CDNS, IFNNY +1 more
AG
Andrew Gardiner
Citigroup
1 question for STM
Also covers: ARM, ASML, ERIC +1 more
JR
Jerome Ramel
Bank of America
1 question for STM
Recent press releases and 8-K filings for STM.
STMicroelectronics Completes Acquisition of NXP's MEMS Sensors Business
STM
M&A
New Projects/Investments
Revenue Acceleration/Inflection
- STMicroelectronics (NYSE: STM) has completed its acquisition of NXP Semiconductors' (NASDAQ: NXPI) MEMS sensors business, which focuses on automotive safety and non-safety products.
- This transaction, fully approved by regulators, is projected to contribute in the mid-forties million dollars range to STMicroelectronics' revenues in the first quarter of 2026.
- The acquisition is set to boost STMicroelectronics' position in automotive safety and expand its leadership in sensors across automotive and industrial end markets.
1 day ago
STMicroelectronics Completes Acquisition of NXP's MEMS Business
STM
M&A
New Projects/Investments
Guidance Update
- STMicroelectronics (STM) completed the acquisition of NXP Semiconductors’ (NXPI) MEMS sensors business on February 2, 2026.
- The acquisition, initially announced in July 2025, focuses on automotive safety and non-safety products and sensors for industrial applications.
- This transaction is expected to contribute in the mid-forties million dollars range to ST’s revenues in the first quarter of 2026.
- The acquisition expands ST's global sensors capabilities and boosts its position in automotive safety and leadership in sensors across automotive and industrial end markets.
4 days ago
STMicroelectronics Completes Acquisition of NXP's MEMS Business
STM
M&A
New Projects/Investments
Guidance Update
- STMicroelectronics (STM) completed the acquisition of NXP Semiconductors’ (NXPI) MEMS sensors business on February 2, 2026, following its announcement in July 2025 and full regulatory approval.
- This acquisition is focused on automotive safety and non-safety products and sensors for industrial applications, aiming to expand ST’s global sensors capabilities and boost its position in automotive safety and leadership in sensors across automotive and industrial end markets.
- The acquired business is expected to contribute in the mid-forties million dollars range to ST’s revenues in the first quarter of 2026.
4 days ago
STMicroelectronics Reports Q4 and FY 2025 Financial Results, Provides Q1 2026 Outlook
STM
Earnings
Guidance Update
Dividends
- STMicroelectronics reported Q4 2025 net revenues of $3.33 billion, a gross margin of 35.2%, operating income of $125 million, and a net loss of $30 million or -$0.03 diluted earnings per share.
- For the full year 2025, net revenues totaled $11.80 billion, with a gross margin of 33.9%, operating income of $175 million, and net income of $166 million or $0.18 diluted earnings per share.
- The company provided a Q1 2026 business outlook at the mid-point, expecting net revenues of $3.04 billion and a gross margin of 33.7%.
- In Q4 2025, STMicroelectronics paid $87 million in cash dividends and executed a $92 million share buy-back. For the full year 2025, Net Capex (non-U.S. GAAP) was $1.79 billion and free cash flow (non-U.S. GAAP) was $265 million.
Jan 29, 2026, 3:28 PM
STM Reports Q4 and Full Year 2025 Results, Provides Q1 2026 Outlook
STM
Earnings
Guidance Update
Revenue Acceleration/Inflection
- For Q4 2025, STM reported revenues of $3.33 billion, exceeding the midpoint of their outlook, and a gross margin of 35.2%. Diluted earnings per share, excluding impairment and restructuring charges, was $0.11.
- For the full year 2025, net revenues decreased 11.1% to $11.8 billion, with a gross margin of 33.9% and diluted earnings per share (excluding certain charges) of $0.53. The company generated $265 million in free cash flow and invested $1.79 billion in net CapEx for the year.
- For Q1 2026, STM expects revenues of $3.04 billion and a gross margin of 33.7%, which is anticipated to be the lowest point for the year, with improvements expected in subsequent quarters. The company anticipates the inventory correction to be largely complete by the end of Q2 2026.
- Q4 2025 marked a return to year-over-year revenue growth, with strong sequential growth in communication equipment and computer peripherals (up 23%) and industrial (up 5%), while automotive revenues grew 3% sequentially but declined year-over-year. STM plans to invest $2.2 billion in net CapEx for 2026 to support growth drivers.
Jan 29, 2026, 8:30 AM
STMicroelectronics Reports Q4 and Full Year 2025 Results, Provides Q1 2026 Outlook
STM
Earnings
Guidance Update
Demand Weakening
- For Q4 2025, STMicroelectronics reported revenues of $3.33 billion, exceeding the midpoint of their outlook, and a gross margin of 35.2%, also above expectations. Non-GAAP diluted earnings per share was $0.11, which included a negative one-time expenses impact of $0.18 per share.
- For the full year 2025, net revenues decreased 11.1% to $11.8 billion, and the gross margin was 33.9%, down from 39.3% in 2024. Non-GAAP diluted earnings per share for the full year was $0.53.
- The company expects Q1 2026 revenues to be $3.04 billion, a sequential decrease of 8.7%. The gross margin for Q1 2026 is projected at 33.7%, which is anticipated to be the lowest point for the year, with expectations for increases throughout 2026.
- STMicroelectronics anticipates the inventory correction to be completed by the end of Q2 2026 and expects organic growth in 2026, driven by automotive (ADAS, SiC recovery), sensors (NXP MEMS acquisition), industrial, personal electronics, and communication equipment/computer peripherals (data centers, low Earth orbit satellites).
Jan 29, 2026, 8:30 AM
STMicroelectronics Reports Q4 2025 Results and Provides Q1 2026 Outlook
STM
Earnings
Guidance Update
New Projects/Investments
- STMicroelectronics reported Q4 2025 revenues of $3.33 billion and a gross margin of 35.2%, both exceeding the midpoint of their business outlook.
- For Q1 2026, the company expects revenues of $3.04 billion, representing an 8.7% sequential decrease, and a gross margin of 33.7%, which includes approximately 220 basis points of unused capacity charges.
- The company anticipates organic growth in 2026, driven by specific programs in automotive (ADAS, Silicon Carbide), personal electronics (increased silicon content), and data centers, with $500 million in revenue expected from data centers in 2026.
- The Q1 2026 gross margin is projected to be the lowest point for the year, with increases expected throughout 2026, and the inventory correction is anticipated to be halted by the end of Q2 2026.
- Net CapEx for 2026 is planned at approximately $2.2 billion to support capacity additions for selected growth drivers.
Jan 29, 2026, 8:30 AM
STMicroelectronics Among Leaders in Growing MIS Chip Capacitor Market
STM
M&A
Revenue Acceleration/Inflection
- The Metal Insulator Semiconductor (MIS) chip capacitor market grew from $1.41 billion in 2025 to $1.5 billion in 2026, representing a 5.9% compound annual growth rate (CAGR).
- The market is projected to reach $1.89 billion by 2030 at a CAGR of 6%, driven by new electric vehicle applications, 5G infrastructure development, and the rise of smart devices and IoT.
- Historic growth has been propelled by an uptick in consumer electronics demand, the expansion of automotive electronics, and growing telecommunications adoption.
- STMicroelectronics NV is listed among the leading companies in the MIS chip capacitor market, alongside TDK Corporation and Murata Manufacturing Co., Ltd..
- In an industry development, Vanguard Group Inc. acquired Skyworks Solutions Inc. in January 2025, with Skyworks specializing in MIS chip capacitors.
Jan 28, 2026, 2:57 PM
STMicroelectronics: IoT Semiconductor Market to Reach $682.49 Billion in 2026, Driven by Smart Cities and Connected Automotive
STM
New Projects/Investments
Product Launch
Revenue Acceleration/Inflection
- The global IoT semiconductor market is projected to grow from $589.7 billion in 2025 to $682.49 billion in 2026, and further to $1.22 trillion by 2030, maintaining a 15.7% Compound Annual Growth Rate (CAGR).
- This market expansion is primarily fueled by the growth of smart cities, the rising demand for connected automotive applications, increased need for predictive maintenance solutions, and the integration of AI at the edge.
- STMicroelectronics N.V. launched the ISM6HG256X, a three-in-one MEMS motion sensor with edge AI capabilities for industrial IoT applications, in June 2025.
Jan 28, 2026, 2:22 PM
Tower Semiconductor and LightIC Technologies Announce Strategic Collaboration for Silicon Photonics-Based LiDAR
STM
New Projects/Investments
- Tower Semiconductor and LightIC Technologies announced a strategic collaboration to leverage Tower's mature silicon photonics platform for LightIC's Frequency-Modulated Continuous-Wave (FMCW) LiDAR products.
- This partnership aims to expand silicon photonics into sensing-driven Physical AI and automotive applications, including LightIC's Lark™ long-range automotive LiDAR and FR60™ compact LiDAR for robotics.
- The collaboration combines LightIC’s design capabilities with Tower’s manufacturing platform to enable higher optical integration and improvements in size, weight, power, and cost (SWaP-C) for commercially viable 4D FMCW LiDAR solutions.
- The global automotive LiDAR market is projected to grow from $859 million in 2024 to $3.6 billion by 2030, representing a compound annual growth rate (CAGR) of 24%, according to Yole Group research.
Jan 5, 2026, 11:00 AM
Quarterly earnings call transcripts for STMicroelectronics.
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