- Q3 revenue: $1.72B vs. $1.70B est.; adj. EPS: $0.90 vs. $0.88 est.
- Q4 revenue outlook: $1.72B–$1.82B vs. $1.74B est.
- Q4 adj. EPS outlook: $0.95–$1.07 vs. $0.96 est.
?? Positive AI Sentiment (+6.5 / 10)
Ticker archive · $ON
$ON Filing Signals & Market Reactions
Delayed, SEO-crawlable recaps of AI-scored catalysts for $ON — including observed post-filing price moves. Live streaming stays exclusive to VIP.
?? Positive AI Sentiment (+6.5 / 10)
- Acquisition of Ferric for $600M in cash upfront plus up to $175M in earnouts
- Raises 2030 AI data center revenue target by $500M to over $3B
- Adds integrated voltage regulator (IVR) technology and 40+ patents
?? Positive AI Sentiment (+6.5 / 10)
- Revenue rose 11% YoY to $1,722 million for Q3.
- Non-GAAP gross margin expanded to 41.2%; non-GAAP operating margin reached 23.2%.
- GAAP diluted EPS was $0.79 vs $0.63 YoY; non-GAAP diluted EPS reached $0.90 vs $0.63 YoY.