| --- | --- | |----------------------------------------------|-------| | | | | | | | STMicroelectronics Q2 2023 Financial Results | | | July 27, 2023 | | • changes in global trade policies, including the adoption and expansion of tariffs and trade barriers, that could affect the macro-economic environment and adversely impact the demand for our products; • uncertain macro-economic and industry trends (such as inflation and fluctuations in supply chains), which may impact production capacity and end-market d ...

Jean-Marc Chery STMicroelectronics N.V. (NYSE:STM) Q2 2023 Earnings Call July 27, 2023 3:30 AM ET Company Participants Celine Berthier - Group Vice President, Head of Investor Relations Jean-Marc Chery - President and Chief Executive Officer Lorenzo Grandi - President of Finance, Purchasing, ERM and Resilience and Chief Financial Officer Conference Call Participants Jérôme Ramel - Exane Francois Bouvignies – UBS Johannes Schalle - Deutsche Bank Aleksander Peterc - Société Générale Andrew Gardiner - Citi Jos ...

UNITED STATES SECURITIESAND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of April, 2023 Commission File Number: 1-13546 STMicroelectronics N.V. (Name of Registrant) WTC Schiphol Airport Schiphol Boulevard 265 1118 BH Schiphol Airport The Netherlands (Address of Principal Executive Offices) Indicate by check mark whether the registrant files or will file annual reports under cover ...

STMicroelectronics NV (NYSE:STM) Q1 2023 Earnings Conference Call April 26, 2023 3:30 AM ET Company Participants Celine Berthier - Group VP, IR Jean-Marc Chery - President & CEO Lorenzo Grandi - President, Finance, Purchasing, ERM & Resilience and CFO Conference Call Participants Didier Scemama - Bank of America Matthew Ramsay - TD Cowen Stephane Houri - ODDO BHF Andrew Gardiner - Citigroup Sebastien Sztabowicz - Kepler Cheuvreux Lee Simpson - Morgan Stanley Operator Ladies and gentlemen, welcome to the STM ...

Customer Dependence and Market Dynamics - The largest customer, Apple, accounted for 16.8% of total revenues in 2022[81] - The company faces significant variability in operating results due to factors such as customer demand changes and competition[59] - The company’s ability to attract and retain customers is critical, with potential adverse effects from market declines[80] - Changes in customer product strategies and specifications could impact the company’s financial position and results[82] Manufacturing and Operational Challenges - Manufacturing capacity limitations due to increased demand and COVID-19 disruptions are expected to continue through 2023[60] - The complexity and cost of manufacturing processes may lead to increased costs and delivery delays[61] - The reliance on external silicon foundries may lead to challenges in meeting customer demand and operational commitments[60] Cybersecurity and Risk Management - The company is exposed to risks from cybersecurity threats, which could result in financial loss and damage to reputation[69] - The company has increased resources for cybersecurity measures, but absolute security cannot be guaranteed[74] Strategic Repositioning and Financial Implications - Strategic repositioning initiatives may lead to acquisitions of complementary businesses or divestitures of non-core activities[83] - Acquisitions and divestitures pose risks that could adversely affect the company's operating results and financial condition, including potential impairment charges[86] - The company is actively monitoring its product portfolio and may require additional steps in its strategic repositioning process[85] Environmental and Regulatory Considerations - The company aims to become carbon neutral by 2027, targeting a 50% reduction in greenhouse gas emissions by 2025 compared to 2018 levels[107] - The company faces potential liabilities from environmental regulations, which could increase operational costs[106] - The company is exposed to risks from climate change, which may affect its supply chain and operational stability[109] Taxation and Financial Reporting - The company is subject to complex tax regimes, and changes in tax rules could materially affect its financial results[94] - The company’s effective tax rate may increase due to changes in local jurisdictions or the expiration of tax benefits[97] - The company is required to report financial statements under both IFRS and U.S. GAAP, which may create complexity and confusion in financial communications[120][121] Shareholder Structure and Governance - STMicroelectronics Holding N.V. owns approximately 27.5% of the company's issued common shares, which may lead to potential conflicts of interest with other investors[114] - The company’s shareholder structure may limit its ability to issue new shares or buy back shares due to the controlling interests of ST Holding[116] - The STH Shareholders Agreement requires unanimous approval for voting shares, potentially leading to conflicts between the interests of ST Holding's shareholders and other investors[115] - The company has anti-takeover provisions that may impede shareholders' ability to benefit from a change in control, potentially affecting the market price of ordinary shares[117][118] - The company is subject to Dutch corporate law, which may make it more difficult for U.S. investors to protect their interests compared to U.S. companies[123] Human Resources and Market Conditions - The company faces challenges in employee recruitment and retention due to a competitive environment exacerbated by the COVID-19 pandemic[112][113] Financial Performance and Market Impact - Any reduction or discontinuation of cash dividends could adversely impact the market price of the company's common shares[119] - The company is obligated to have an audit of its sustainability information, which could impact its reputation and financial performance if metrics are lower than industry peers[110] - The company’s executive offices and substantial assets are located outside the U.S., complicating legal actions for shareholders[124]

STMicroelectronics NV (NYSE:STM) Q4 2022 Earnings Conference Call January 26, 2023 3:30 AM ET Company Participants Celine Berthier - Group VP, IR Jean-Marc Chery - President & CEO Lorenzo Grandi - President, Finance, Purchasing, ERM & Resilience and CFO Conference Call Participants Aleksander Peterc - Societe Generale Didier Scemama - Bank of America Merrill Lynch Francois Bouvignies - UBS Andrew Gardiner - Citigroup Sandeep Deshpande - JPMorgan Chase & Co. Operator Ladies and gentlemen, welcome to the STMi ...

STMicroelectronics N.V. (NYSE:STM) Q3 2022 Earnings Conference Call October 27, 2022 3:30 AM ET Company Participants Celine Berthier - Group Vice President and Head, Investor Relations Jean-Marc Chery - President and Chief Executive Officer Lorenzo Grandi - Chief Financial Officer Marco Cassis - President, Analog, MEMS and Sensor Group and Head, STMicroelectronics Strategy, System Research and Application and Innovation Office Conference Call Participants Jerome Ramel - BNP Paribas Exane Matt Ramsay - Cowen ...

| --- | --- | |----------------------------------------------|-------| | | | | | | | STMicroelectronics Q3 2022 Financial Results | | | October 27, 2022 | | | | | Forward looking information Some of the statements contained in this release that are not historical facts are statements of future expectations and other forward-looking statements (within the meaning of Section 27A of the Securities Act of 1933 or Section 21E of the Securities Exchange Act of 1934, each as amended) that are based on management's ...

STMicroelectronics N.V. (NYSE:STM) Q2 2022 Earnings Conference Call July 28, 2022 3:30 AM ET Company Participants Celine Berthier - Group Vice President, Investor Relations Jean-Marc Chery - President & Chief Executive Officer Lorenzo Grandi - Chief Financial Officer, President, Finance, Purchasing, Enterprise Risk Management & Resilience Conference Call Participants Alexander Peterc - Société Générale Adithya Metuku - Credit Suisse Group AG Tony Stoss - Craig-Hallum Capital Group LLC Sandeep Deshpande - JP ...

| --- | --- | |----------------------------------------------|-------| | | | | | | | STMicroelectronics Q2 2022 Financial Results | | | July 28, 2022 | | Forward looking information Some of the statements contained in this release that are not historical facts are statements of future expectations and other forward-looking statements (within the meaning of Section 27A of the Securities Act of 1933 or Section 21E of the Securities Exchange Act of 1934, each as amended) that are based on management's current ...