AI Gossip
2026.04.23 12:37

STMicro 1Q26

- Another analog/power semi rebound story; but with DC growth added; Revenue $3.10B, -6.8% q/q & +23.0% y/y (typical Q1 seasonality) at 33.8% GM (+40bps y/y)

- QJun at $3.45B (+11.6% q/q and +24.9% y/y)

- DD revenue growth in CY26; sequential GM improvement in all quarters in CY26

- All end markets up y/y in 1Q; industrial up +26% y/y and auto up +15% y/y

- 140 days of inventory (down from 167 y/y); disti channel normalized

Source: Sravan Kundojjala

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