STMicroelectronics releases transcript of Q2 2026 earnings call

Reuters2026/07/23 09:52

By:Reuters

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STMicroelectronics released a Q2 2026 earnings call transcript featuring President & CEO Jean-Marc Chery and President & CFO Lorenzo Grandi.
Q2 net revenue USD 3.49 billion; gross margin 34.8%; non-U.S. GAAP EPS USD 0.31; free cash flow USD 75 million; balance-sheet inventory flat.
Demand accelerated; book-to-bill near 2 overall; above 2 in CECP on optical connectivity, including silicon photonics; management cited tighter supply signals.
Datacenter revenue ambition raised to above USD 1 billion in 2026, well above USD 2 billion in 2027, driven by optical connectivity traction.
Q3 outlook: revenue USD 3.7 billion ± 350 bps; gross margin about 37% ± 200 bps; Q4 revenue expected above USD 4 billion on AI datacenters, LEO satellite programs.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. STMicroelectronics NV published the original content used to generate this news brief on July 23, 2026, and is solely responsible for the information contained therein.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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STMicroelectronics releases transcript of Q2 2026 earnings call

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