Q4: 2026-01-29 Earnings Summary

EPS of $0.11 misses by $0.18

| Revenue of $3.33B (0.24% Y/Y) beats by $43.49M

STMicroelectronics N.V. (STM) Q4 2025 Earnings Call January 29, 2026 3:30 AM EST

Company Participants

Jerome Ramel - Executive VP of Corporate Development & Integrated External Communication Jean-Marc Chery - Chairman of the Managing Board, President & CEO Lorenzo Grandi - President & CFO

Conference Call Participants

Francois-Xavier Bouvignies - UBS Investment Bank, Research Division Andrew Gardiner - Citigroup Inc., Research Division Joshua Buchalter - TD Cowen, Research Division Stephane Houri - ODDO BHF Corporate & Markets, Research Division Domenico Ghilotti - Equita SIM S.p.A., Research Division Sandeep Deshpande - JPMorgan Chase & Co, Research Division Sébastien Sztabowicz - Kepler Cheuvreux, Research Division

Presentation

Operator

Ladies and gentlemen, welcome to the STMicroelectronics Full Year 2025 Earnings Release Conference Call and Live Webcast. I am Sandra, the Chorus Call operator. [Operator Instructions] The conference is being recorded. [Operator Instructions] The conference must not be recorded for publication or broadcast.

At this time, it is my pleasure to hand over to Jerome Ramel, EVP, Corporate Development and Integrated External Communications. Please go ahead, sir.

Jerome Ramel Executive VP of Corporate Development & Integrated External Communication

Thank you, Maura, and thank you, everyone, for joining our fourth quarter and full year 2025 financial results call. Hosting the call today is Jean-Marc Chery, ST President and Chief Executive Officer. Joining Jean-Marc on the call today are Lorenzo Grandi, President and CFO; and Marco Cassis, President, Analog, Power and Discrete, MEMS and Sensor Group and Head of ST Microelectronics Strategy, System Research and Application and Innovation Office.

This live webcast and presentation materials can be accessed on ST Investor Relations website. A replay will be available shortly after the conclusion of this call.

This call will include forward-looking statements that involve risk factors that could cause ST results to differ materially from management’s expectations and plans. We encourage you to review the