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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 (STM) investor relations material
STMicroelectronics Morgan Stanley 25th European Technology, Media & Telecom Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley 25th European Technology, Media & Telecom Conference summary12 Nov, 2025
Q3 and Q4 performance and outlook
Q3 revenue driven by strong personal electronics growth, up 40% sequentially, with all segments except automotive growing year-over-year.
Automotive segment's decline attributed to a specific electric car maker and reduced capacity reservation fees.
Book-to-bill ratio above one, supporting a positive outlook for Q4.
Q4 sales guidance set at $3.28 billion, slightly better than typical seasonality.
Q1 2025 expected to see a -10% to -11% sequential revenue drop, but a 20% year-over-year increase.
Growth drivers and product innovation
Growth in 2025 expected from a major rollout of 45 new microcontroller products at advanced nodes, targeting AI at the edge and increased computing needs.
Analog products to support growth across personal electronics, automotive, and industrial segments.
Inventory corrections largely completed, setting the stage for legacy and new product-driven growth.
Capacity reservation fees, a previous revenue driver, will be nearly zero moving forward.
AI server and silicon photonics strategy
Silicon photonics expected to contribute $300 million in revenue in three years, reaching $500 million by decade's end.
Short-term server revenue to be driven by silicon photonics and microcontrollers, with power and analog contributions increasing after 2027.
Focus on developing next-generation 800-volt architecture and expanding into low-voltage MOSFET and smart power switches.
Power Discrete profitability drivers in '26?
SiC diversification's long-term impact?
AI server power/analog market entry timing?
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Next STMicroelectronics earnings date
Q4 202530 Jan, 2026
Next STMicroelectronics earnings date
Q4 202530 Jan, 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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