---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000462517.md"
description: "ON Semi 4Q25- Revenue  down -1% q/q and -11% y/y to 1.53B at 38.2% GM; QMar guidance implies first y/y growth in >3 years; 700 basis points of headwinds from underutilization charges-  >$250M in AI DC revenue in ’25; expected to grow high-teens %  in Q1- Industrial revenue +6% y/y, breaking an 8-quarter streak of declines- Auto  revenue stabilized at +1% q/q; Auto down for 7 straight quarters y/y;  inventory digestion completedSource: Sravan Kundojjala"
datetime: "2026-02-10T12:57:45.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000462517.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000462517.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000462517.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# ON Semi 4Q25- Revenue  down -1% q/q and -11% y/y t…


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