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STMicroelectronics (STM) investor relations material
STMicroelectronics Investor Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Presentation summary30 Jul, 2025
Business overview and strategy
One of the world's largest semiconductor companies with $13.3B in 2024 revenues, 50,000 employees, and 14 main manufacturing sites globally.
Serves over 200,000 customers, with a balanced revenue split between top 10 global accounts and mass market distribution.
Integrated device manufacturer (IDM) model provides full control of the value chain, enhancing supply chain resilience and product differentiation.
Strategic focus on smart mobility, power & energy, and cloud-connected autonomous things, with a commitment to carbon neutrality by 2027.
Ongoing investments in proprietary technologies, manufacturing transitions (200mm to 300mm silicon, 200mm SiC), and China-localized operations.
Financial performance and outlook
Q2 2025 net revenues were $2.77B, down 14.4% YoY, with a gross margin of 33.5% and non-U.S. GAAP net income of $57M.
All reportable segments saw YoY revenue declines, but sequential bookings increased, especially in Industrial.
Q3 2025 outlook projects $3.17B in net revenues (up 14.6% QoQ, down 2.5% YoY) and a gross margin of about 33.5%, with continued cost pressures from currency and manufacturing reshaping.
Solid capital structure with a net financial position of $2.31B as of June 28, 2025, and investment-grade credit ratings.
High triple-digit million-dollar annual cost savings targeted by 2027, with a focus on manufacturing efficiency and cost base resizing.
Growth ambition and financial targets
$20B+ revenue ambition postponed to 2030, with an intermediate target of ~$18B by 2027/28 and 8-11% CAGR from 2024.
Gross margin expected at 44-46% and operating margin at 22-24% by 2027/28, improving to ~50% and >30% respectively by 2030.
Free cash flow to revenue ratio targeted at 20% by 2027/28 and >25% by 2030, supported by lower capital intensity and higher profitability.
Growth drivers include personal electronics, Silicon Carbide, automotive ADAS, and general-purpose MCUs, aiming to outpace the served available market (SAM).
Strategic M&A, such as the acquisition of NXP's MEMS sensor business for up to $950M, to enhance technology and market exposure.
Detail drivers for 2027/28 revenue growth
Timeline for cost savings realization
ST's strategy for AI server market share
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Next STMicroelectronics earnings date
Q3 202523 Oct, 2025
Next STMicroelectronics earnings date
Q3 202523 Oct, 2025
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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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