ON Semiconductor Corp (NAS:ON)

$ 69.81 -4.14 (-5.6%) Market Cap: 29.72 Bil Enterprise Value: 32.08 Bil PE Ratio: 17.32 PB Ratio: 3.46 GF Score: 91/100

ON Semiconductor Corp at Citi Global Technology Virtual Conference Transcript

Sep 13, 2021 / 07:30PM GMT

Release Date Price: $47.64 (+1.60%)

Transcript

Christopher Brett Danely

Citigroup Inc., Research Division - MD & Analyst

Thanks for tuning in, everybody. I am Chris Danely, your friendly neighborhood semiconductor analyst here at Citigroup. Up next, we have the pleasure of ON Semiconductor. We have both the CEO, Hassane El-Khoury; and the CFO, Thad Trent.

As you hopefully all know, ON is one of our favorite names out there because it is one of the few semiconductor companies that is not even close to peak margins at least in (inaudible). Last month, they had a very nice Analyst Day where they outlined some targets, and so we believe that they have 85% EPS upside to peak from what the current EPS is right now.

So gentlemen, thanks for coming. (Operator Instructions) Let's start with maybe a quick summary of the Analyst Day, Hassane and Thad. Just talk about the main points there, and then we'll dig into some of the questions there.

Hassane S. El;Khoury

ON Semiconductor Corporation - President, CEO & Director

Sure. Let me start. Thanks for having us. It's a great

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