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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 Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary11 Dec, 2025
Market review and outlook
Automotive and industrial sectors experienced significant inventory corrections in early 2025, but normalization and sequential growth resumed from Q2 onward.
Book-to-bill ratio is above parity, indicating positive booking trends and improved visibility for 2026 compared to the previous year.
Backlog levels have improved year-over-year, though not yet at pre-COVID levels.
No further inventory corrections are expected, and Q1 2026 is anticipated to follow normal seasonality.
Financial performance and margin dynamics
Gross margin for 2025 is expected to average around 33.8%, impacted by over $400 million in unloading charges.
Significant reduction in unloading charges and improved manufacturing efficiency are expected to positively impact margins in 2026.
Product mix improvements, especially in microcontrollers and analog, should support margin recovery, though FX and lower capacity reservation fees are headwinds.
Gross margin improvement is anticipated to be more significant in the second half of 2026.
Operating expenses and cost management
Ongoing OpEx resizing aims for $300–$360 million in savings versus 2024, with 2025 savings exceeding $100 million.
Slight increase in total expenses is expected due to startup costs for new facilities and FX impacts, despite continued cost control.
Outline 2026 gross margin improvement drivers
SiPh and AI power combined revenue potential?
SiC revenue recovery timeline to 2024 levels?
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Next STMicroelectronics earnings date
Q4 202529 Jan, 2026
Next STMicroelectronics earnings date
Q4 202529 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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