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STMicroelectronics N.V. (STM) Presents at Morgan Stanley 25th European Technology, Media & Telecom Conference Transcript
STST(US:STM) Seeking Alphaยท2025-11-12 18:41

Core Insights - Q3 revenue was significantly driven by the seasonal demand in personal electronics, with a sequential growth of 40% [1] - All segments, except automotive, experienced sequential growth and positive year-on-year performance [1] - The automotive segment is still facing a year-over-year decrease, primarily due to issues with a specific electric car manufacturer and the decline in fees related to capacity revolution [2] - Despite the challenges in automotive, there are signs of improvement, with year-over-year growth approaching [2] - The book-to-bill ratio was above 1, indicating a positive outlook for Q4 [2]