Q3 2025 STMicroelectronics NV Earnings Call Transcript
Key Points
- STMicroelectronics NV (STM) delivered Q3 2025 revenues of $3.19 billion, surpassing the midpoint of their business outlook.
- The company achieved a positive free cash flow of $130 million during the quarter.
- Automotive revenues grew by about 10% sequentially, with a book-to-bill ratio above parity.
- The company is executing its strategy for car electrification, with design wins in silicon carbide devices for electric vehicle applications.
- STMicroelectronics NV (STM) signed a new license agreement with Metalenz, enhancing their capabilities in advanced meta surface optics.
- Gross margin for Q3 2025 was 33.2%, slightly below the midpoint of the business outlook range.
- Power and Discrete products saw a significant year-over-year revenue decrease of 34.3%.
- The company experienced a 13.7% year-over-year decrease in gross profit.
- Net income for Q3 2025 was $237 million, down from $351 million in the same quarter last year.
- STMicroelectronics NV (STM) anticipates a reduction in capacity reservation fees entering 2026, which could impact future revenues.
Thank you, everyone, for joining our third quarter 2025 financial result call. Hosting the call today is Jean-Marc Chery, ST President and Chief Executive Officer. Joining Jean-Marc on the call today are Lorenzo Grandi, Creditor and CFO; and Marco Cassis, President, Analog, Power and Discrete, MEMS and Sensor Group and Head of ST Microelectronics Strategy, System Research and Application and Innovation Office.
This live webcast and presentation materials can be accessed on ST Investor Relations website. A replay will be available shortly after the conclusion of this call. This call will include forward-looking statements that involve risk factors that could cause ST result to differ materially from management expectations and plans.
We encourage you to review the Safe Harbor statement contained in the press release that was issued with the results this morning and also in ST's most recent regulatory filings for a full description of these
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