---
title: "On Semi 2Q25: Revenue down y/y for 8th straight quarter; -2% q/q and -15% y/y  to $1.47B; Industrial"
description: "On Semi 2Q25: Revenue down y/y for 8th straight quarter; -2% q/q and -15% y/y  to $1.47B; Industrial below expectations while Auto and Other above expectations; Industrial down y/y for 7 straight quar"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000178013.md"
published_at: "2025-08-04T15:28:20.000Z"
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203)"
---

# On Semi 2Q25: Revenue down y/y for 8th straight quarter; -2% q/q and -15% y/y  to $1.47B; Industrial

On Semi 2Q25: Revenue down y/y for 8th straight quarter; -2% q/q and -15% y/y to $1.47B; Industrial below expectations while Auto and Other above expectations;

Industrial down y/y for 7 straight quarters and will decline in QSep too; Unlike ST/TI/ADI/NXP/MCHP, ON is not calling the bottom yet on industrial

Calls 2Q as the bottom for auto; DC/AI power drives Other revenue; still small (likely few tens of M)

Source: Sravan Kundojjala

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.