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Company Research25 Sep 2024
The Suppliers Behind the Apple Pencil Pro
Explore how key suppliers like TSMC, Bosch, and Texas Instruments drive the innovation behind the Apple Pencil Pro.
STMicroelectronics
STMicroelectronics (STM) investor relations material
STMicroelectronics Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary29 Jan, 2026
Executive summary
Q4 2025 revenues reached $3.33 billion, up 0.2% year-over-year and above guidance midpoint, driven by Personal Electronics and Communication Equipment, while Automotive lagged expectations.
Full year 2025 net revenues declined 11.1% to $11.8 billion, mainly due to sharp drops in Automotive and Industrial segments, partially offset by growth in Personal Electronics and CECP.
Gross margin for Q4 was 35.2%, and for the full year 33.9%, both down year-over-year due to lower manufacturing efficiencies and negative currency effects.
Q4 marked a return to year-over-year growth, with inventory normalization and positive free cash flow.
Strategic focus remains on innovation, manufacturing footprint reshaping, cost base resizing, and free cash flow generation.
Financial highlights
Q4 gross profit was $1.17 billion, down 6.5% year-over-year; gross margin decreased 250 basis points year-over-year but improved 200 basis points sequentially.
Q4 net loss was $30 million, including $163 million in one-time non-cash tax expenses; non-GAAP net income was $100 million.
Full year 2025 operating income was $175 million, down from $1.68 billion in 2024; non-GAAP operating margin was 4.7%.
Free cash flow for 2025 was $265 million, with net CapEx at $1.79 billion.
Cash dividends paid totaled $321 million, and share buybacks reached $367 million in 2025.
Outlook and guidance
Q1 2026 revenues expected at $3.04 billion, down 8.7% sequentially; gross margin forecasted at 33.7%.
Net CapEx for 2026 planned at $2.0–$2.2 billion, focused on growth drivers like Cloud Optical Interconnect.
Management expects organic growth in 2026, with inventory correction largely completed by end of Q2.
Gross margin is expected to improve throughout 2026, with Q1 seen as the low point.
Explain the P&D segment's Q4 performance drivers.
Update on manufacturing footprint reshaping progress.
How will unused capacity charges be mitigated?
Path to $500M AI data center revenue in 2026
Gross margin recovery drivers post Q1 2026
Manufacturing reshaping program impact on efficiency
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Next STMicroelectronics earnings date
Q1 202623 Apr, 2026
STMicroelectronics
Next STMicroelectronics earnings date
Q1 202623 Apr, 2026
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Frequently asked questions
STMicroelectronics N.V., designs, develops, manufactures, and sells semiconductor products in the seven product groups: Automotive; Discrete & Logic; Microcontrollers & Memory; Sensors & MEMS; Power Electronics & Solar; Smart Home, Building & Industrial and Other. The company is also a producer of LEDs and lighting systems. STMicroelectronics N.V. markets its products primarily to original equipment manufacturers that incorporate ST's semiconductor products into their final end-use products and to electronics system suppliers (ESPs) that further market the products or use them as components in their systems or devices. The company is based in Geneva, Switzerland.
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