STMicroelectronics Publishes Q3 2026 Earnings Call Transcript

By Public Technologies
  • STMicroelectronics held its Q3 2026 earnings call October 29, 2026, with CEO Jean-Marc Chery and CFO Lorenzo Grandi.
  • Quarterly revenue reached $3.76 billion, exceeding guidance midpoint; gross margin was 37.3%.
  • Q4 revenue is forecast at $4.15 billion, ±3.5%; gross margin is expected at 39%, ±2 percentage points.
  • Full-year 2026 revenue is projected at about $14.5 billion, up 22.8% year over year.
  • AI datacenter revenue is expected near $1.3 billion in 2026, potentially exceeding $2 billion in 2027 if current momentum continues.


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