ON Semiconductor Corp (MIL:1ON)

€ 64.03 -0.13 (-0.2%) Market Cap: 27.48 Bil Enterprise Value: 28.05 Bil PE Ratio: 16.87 PB Ratio: 3.37 GF Score: 69/100

ON Semiconductor Corp at Bank of America Merrill Lynch Global Technology Conference Transcript

Jun 05, 2019 / 10:50PM GMT

Transcript

Vivek Arya

BofA Merrill Lynch, Research Division - Director

Good afternoon, everyone. Welcome. Thanks for joining us to this session. I'm Vivek Arya. I cover semiconductors and semicap equipment at BofA Merrill Lynch. Absolutely delighted to have Bernard Gutmann, Executive Vice President and CFO; and Parag Agarwal, Head of Investor Relations for ON Semiconductor, join us this afternoon.

ON is absolutely in the midst of all the exciting things around products, around cycle, around China. So I think we'll have a good session discussing all these things.

Maybe, Bernard, just as a kind of a high-level introduction. The state of the union, how do you see the demand environment now versus what you thought when the year started? Any big changes, whether it's on products or geographies, et cetera?

Bernard Gutmann

ON Semiconductor Corporation - CFO, EVP and Treasurer

Thank you, Vivek. Well, after 2 great years, 2017 and, for the most part, all of '18, we started the year at a much, much more subdued basis, driven mostly by what we believe is the

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