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 KeyBanc Technology Leadership Forum Transcript

Aug 07, 2023 / 05:30PM GMT

Release Date Price: $103.59 (+1.25%)

Transcript

John Nguyen Vinh

KeyBanc Capital Markets Inc., Research Division - Senior Research Analyst

Good morning, everybody. My name is John Vinh. I cover semis here at Keybanc Capital Markets. We're pleased to have Thad Trent, CFO; and Simon Keeton, EVP, GM of the Power Solutions Group from ON Semi. Welcome, guys.

Thad Trent

ON Semiconductor Corporation - Executive VP, CFO & Treasurer

Thanks for just having us.

John Nguyen Vinh

KeyBanc Capital Markets Inc., Research Division - Senior Research Analyst

Thad, maybe just talking kind of big picture from a cycle perspective, it looks like you've successfully navigated to kind of a soft landing scenario here. I mean, however, there's still a lot of concern investors out there that maybe auto and industrials just haven't seen it and potentially it's the next shoe to drop. I'm just wondering if you could just comment on that. And then the other thing I think everyone is looking at is if you look at aggregate inventories on balance sheets and distributor balance sheets, we're

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