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annual meeting passes all proposals","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Simon Keeton's last day extended from June 30 to September 30, 2026 for orderly transition after stepping down as Power Solutions Group President.","Stockholders elected seven directors: Carter, Deitrich, El-Khoury, Kiddoo, Mascarenas, Waters, Yan.","Advisory say-on-pay approved with 320,342,318 for, 21,118,000 against, 339,418 abstain.","Ratification of PwC as auditor for FY2026 passed with 337,232,526 for, 23,674,928 against.","Stockholder proposal for simple majority voting passed with 333,533,083 for, 3,866,836 against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":21771,"accession_number":"0001140361-26-020642","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2026-05-11T22:37:57+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"ON Semiconductor issues $1.5B 0% Convertible Notes due 2031; enters hedge and warrant deals","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$1.5B principal, zero-coupon, due May 1, 2031; initial conversion price ~$161.30 per share.","Net proceeds ~$1.4729B; ~$70.7M used for note hedges, ~$331.9M to repurchase 3.1M shares.","Concurrent warrant transactions: strike price $211.54 (100% premium over $105.77 close), covering up to 18.6M shares.","Notes are guaranteed by certain U.S. subsidiaries; redeemable after May 2029 if stock exceeds 130% of conversion price."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91279,"accession_number":"0001140361-26-019416","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"onsemi prices $1.3B 0% convertible senior notes due 2031; concurrent $332M share buyback","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $1.3B aggregate principal of 0% Convertible Senior Notes due 2031; initial purchasers option for additional $200M.","Initial conversion price ~$161.30/share, a 52.5% premium over May 6 close of $105.77.","Net proceeds ~$1,276.4M ($1,472.9M if option exercised); $61.2M for convertible note hedges, $331.9M to repurchase ~3.1M shares.","Entered separate convertible note hedge and warrant transactions to offset potential dilution; warrant strike at $211.54/share.","Closing expected May 11, 2026; notes mature May 1, 2031, subject to customary conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91278,"accession_number":"0001140361-26-019207","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Onsemi launches $1.3B convertible notes offering; to repurchase up to $400M shares","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Private offering of $1.3B convertible senior notes due 2031; initial purchasers have 13-day option for additional $200M.","Up to $400M of common stock to be repurchased concurrently with pricing; remaining proceeds for general corporate and debt repayment.","Notes are senior unsecured, guaranteed by certain subsidiaries, mature May 1, 2031; conversion settled in cash up to principal, excess in cash/shares.","Convertible note hedge and warrant transactions to be entered with hedge counterparties to reduce potential dilution and offset cash payments.","Hedge counterparties may purchase common stock or enter derivatives, potentially affecting stock price during and after offering."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91277,"accession_number":"0001140361-26-018868","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2026-05-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"onsemi Q1 revenue $1.513B beats midpoint; non-GAAP EPS $0.64; AI data center rev 2x YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1,513M exceeded guidance midpoint; GAAP gross margin 38.5%.","GAAP diluted loss per share ($0.08); non-GAAP diluted EPS $0.64.","AI data center revenue more than doubled YoY; share repurchases $346M (~160% of FCF).","Q2 FY2026 outlook: revenue $1,535-1,635M; non-GAAP EPS $0.65-$0.77.","Expanded EV collaborations with Geely and NIO; design win with Sineng Electric for 430kW ESS."],"consensus_eps_estimate":0.6198,"consensus_eps_actual":-0.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":1513300000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101265,"accession_number":"0001140361-26-008936","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2026-03-11T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Simon Keeton to step down as Group President of Power Solutions Group at onsemi","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Simon Keeton, Group President, Power Solutions Group, will resign effective June 30, 2026.","He will step down from officer positions immediately but remain through June 30 for transition.","Keeton joined onsemi in July 2007 and held the role since February 2024.","No replacement for Group President, Power Solutions Group, has been announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101264,"accession_number":"0001140361-26-004405","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2026-02-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"ON Semiconductor Q4 revenue $1.53B, down 11% YoY; GAAP EPS $0.45","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.53B in Q4, down 11% YoY; full year revenue $5.995B, down 15% from 2024.","Q4 GAAP gross margin 36.0%, non-GAAP 38.2%; GAAP EPS $0.45, non-GAAP EPS $0.64.","FY2025 cash from ops $1.8B, free cash flow $1.4B (record 24% margin), returned 100% to shareholders via buybacks.","New $6B share repurchase program authorized over three years.","Q1 2026 guidance: revenue $1.435-1.535B, non-GAAP EPS $0.56-0.66."],"consensus_eps_estimate":0.6414,"consensus_eps_actual":0.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":5995400000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117621,"accession_number":"0001140361-25-042498","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2025-11-17T23:59:59+00:00","items":["2.06"],"status":"ready","headline":"Onsemi announces additional $200M-$300M non-cash impairment charges on manufacturing assets","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Approved additional pre-tax non-cash impairment/accelerated depreciation charges of $200M to $300M for long-lived manufacturing assets.","Charges result from restructuring initiatives announced in Q1 2025; no material future cash expenditures expected.","Most charges to be incurred between now and first two quarters of 2026.","Estimated reduction in recurring depreciation expense of $10M to $15M in 2026.","Charges determined as difference between carrying values and estimated fair values less costs to sell."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117620,"accession_number":"0001140361-25-040434","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Board Chair Alan Campbell to retire at 2026 annual meeting; Thomas Deitrich named successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Alan Campbell to retire as chair and director at end of term, effective immediately prior to May 14, 2026 annual meeting.","Board appointed Thomas L. Deitrich to succeed Campbell as chair, contingent on Deitrich's renomination and reelection.","Campbell confirmed retirement not due to any disagreement with company's operations, policies, or practices."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117619,"accession_number":"0001140361-25-040094","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2025-11-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"onsemi Q3 revenue $1.55B beats expectations; EPS $0.63; guides Q4 $1.48-1.58B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1,550.9M, up 6% sequentially but down 12% YoY; GAAP EPS $0.63, non-GAAP $0.63.","GAAP gross margin 37.9%, operating margin 17.0%; free cash flow $372.4M, 24% of revenue (+22% YoY).","Segment: PSG $737.6M (+6% seq), AMG $583.3M (+5% seq), ISG $230.0M (+7% seq).","Q4 2025 outlook: revenue $1,480-1,580M; GAAP gross margin 36.9%-38.9%; non-GAAP diluted EPS $0.57-$0.67.","Year-to-date share repurchases $925M (~100% of free cash flow); CEO cites stabilization and AI growth."],"consensus_eps_estimate":0.6076,"consensus_eps_actual":-0.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":4465300000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134054,"accession_number":"0001140361-25-035762","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2025-09-23T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"onsemi to acquire Aura Semiconductor's Vcore power tech for up to $144M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Max consideration $144M: $72M tied to product delivery, $72M contingent on revenue milestones.","Transaction expected to close in Q4 2025, subject to customary closing conditions.","onsemi expects minimal EPS impact in first fiscal year after close, accretive thereafter.","Acquisition enhances onsemi's power management portfolio for AI data center applications, grid to core.","Sudhir Gopalswamy, group president, cites superior power density, efficiency, and thermals for AI infrastructure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134053,"accession_number":"0001140361-25-028492","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2025-08-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"onsemi Q2 rev $1.47B (-15% YoY), GAAP EPS $0.41; Q3 guidance mid $0.59 non-GAAP EPS","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1,468.7M, down 15% YoY; GAAP diluted EPS $0.41 vs $0.78 year ago.","Non-GAAP diluted EPS $0.53; GAAP operating margin 13.2% vs 22.4% YoY.","Segment: PSG $698.2M (+8% seq), AMG $555.9M (-2% seq), ISG $214.6M (-8% seq).","Cash from ops $184.3M, free cash flow $106.1M; returned >100% FCF via buybacks.","Q3 outlook: revenue $1,465-$1,565M, non-GAAP EPS $0.54-$0.64."],"consensus_eps_estimate":0.5492,"consensus_eps_actual":-0.76,"consensus_revenue_estimate":null,"consensus_revenue_actual":2914400000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150807,"accession_number":"0001140361-25-019979","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2025-05-21T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"ON Semiconductor reports voting results from 2025 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All eight director nominees elected; highest vote count 356M (Kiddoo), lowest 325.6M (Mascarenas).","Advisory say-on-pay approved with 307.1M for (86.3%) vs 48.7M against; broker non-votes 23.7M.","Ratification of PwC as auditor passed with 356.7M for (93.7%) vs 23.8M against.","Broker non-votes of ~23.7M shares on director and say-on-pay proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150806,"accession_number":"0001140361-25-017228","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2025-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"onsemi Q1 revenue $1.45B, GAAP loss $1.15/share, non-GAAP EPS $0.55, Q2 guide $1.4-1.5B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1,445.7M, down 22% YoY and 16% sequentially; PSG fell 26%, AMG 19%, ISG 20%.","GAAP net loss $486.1M ($1.15 diluted loss); non-GAAP net income $231.6M ($0.55 diluted EPS).","GAAP gross margin collapsed to 20.3% from 45.8% YoY; non-GAAP gross margin 40.0%.","Free cash flow $455M, up 72% YoY, representing 31% of revenue; returned 66% via buybacks.","Q2 guidance: revenue $1.4-1.5B, GAAP EPS $0.45-$0.55, non-GAAP $0.48-$0.58."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":1445700000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169745,"accession_number":"0001193125-25-056735","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2025-03-18T23:59:59+00:00","items":["2.06"],"status":"ready","headline":"ON Semi approves $600M-$700M non-cash impairment charge on manufacturing assets","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Pre-tax non-cash impairment charges of $600M-$700M for long-lived manufacturing equipment at certain facilities.","Impairment driven by held-for-sale accounting guidance as part of restructuring plan announced Feb 24, 2025.","Charges are expected to reduce 2025 depreciation expense by $30M-$35M.","Most charges will be incurred in Q1 and Q2 2025 with no material future cash expenditures.","Management aligned internal manufacturing capacity with anticipated long-term needs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169744,"accession_number":"0001193125-25-047728","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2025-03-06T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"onsemi proposes to acquire Allegro MicroSystems for $35.10 per share cash, $6.9B EV","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["All-cash proposal at $35.10/share represents 57% premium to Allegro's close on Feb 28, 2025.","Implied enterprise value of $6.9 billion; initial $34.50/share offer made Sept 2, 2024.","onsemi has attempted engagement for six months; urges Allegro board to negotiate in good faith.","No financing contingency; deal would be funded by committed financing, cash, and revolving credit.","Combination aims to create a diversified leader in automotive, industrial, and AI data center applications."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169743,"accession_number":"0001193125-25-035138","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2025-02-25T23:59:59+00:00","items":["2.05"],"status":"ready","headline":"ONSEMI to cut 2,400 jobs; 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technology enables high efficiency in AC-DC stage of power supplies."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186790,"accession_number":"0001193125-24-244677","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2024-10-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"onsemi Q3 GAAP EPS $0.93, revenue $1.76B; Q4 guidance $1.71-1.81B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 GAAP EPS $0.93, non-GAAP $0.99; revenue $1.76B, down 19% YoY but above expectations.","GAAP gross margin 45.4%, operating margin 25.3%; 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no disagreement with company operations, policies, or practices.","Mr. Abe served on the Board for 13 years; no replacement has been announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203336,"accession_number":"0001193125-24-186735","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2024-07-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"ON Semiconductor Q2 revenue $1.735B (-17% YoY); EPS $0.78 GAAP; Q3 outlook $1.70-1.80B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1,735.2M, down 7% QoQ and 17% YoY; GAAP EPS $0.78 (vs $1.29 YoY), non-GAAP EPS $0.96 (vs $1.33 YoY).","Gross margin: GAAP 45.2%, non-GAAP 45.3%; operating margin: GAAP 22.4%, non-GAAP 27.5%.","Segment revenue: PSG $835.2M (-15% YoY), AMG $647.8M (-18% YoY), ISG $252.2M (-22% YoY).","Q3 2024 outlook: Revenue $1.70B-$1.80B, non-GAAP gross margin 44.4%-46.4%, non-GAAP EPS $0.91-$1.03.","Free cash flow increase ~$250M YoY; returned ~$650M to shareholders via buybacks over LTM."],"consensus_eps_estimate":null,"consensus_eps_actual":1.82,"consensus_revenue_estimate":null,"consensus_revenue_actual":3597900000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219707,"accession_number":"0001193125-24-160742","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2024-06-13T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"onsemi to consolidate nine sites, cut ~1,000 jobs under 'Fab Right' strategy","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Reducing global workforce by ~1,000 employees; reassigning/relocating ~300 more.","Estimated $65M-$80M in employment-related charges, majority in 2024.","Consolidating nine sites as part of manufacturing network optimization.","Process expected to complete by 2025, subject to local regulations.","Company to reinvest substantial savings into workforce and business initiatives."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219706,"accession_number":"0001193125-24-145010","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2024-05-22T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"On Semi board approves deferred comp plan; 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revenue $1.86B, GAAP EPS $1.04, free cash flow up 3x YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1,862.7M, down 5% YoY; GAAP diluted EPS $1.04, non-GAAP $1.08.","GAAP gross margin 45.8%, operating margin 28.2%; non-GAAP gross margin 45.9%, operating margin 29.0%.","Free cash flow improved ~3x YoY; returned ~100% of FCF to shareholders via buybacks over last 12 months.","Segment: PSG $874.2M (+2% YoY), AMG $697.0M (-6% YoY), ISG $291.5M (-18% YoY).","Q2 2024 outlook: revenue $1,680-1,780M, GAAP EPS $0.82-0.94, non-GAAP EPS $0.86-0.98."],"consensus_eps_estimate":null,"consensus_eps_actual":1.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":1862700000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219704,"accession_number":"0001193125-24-084805","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2024-04-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"onsemi warns shareholders to reject TRC Capital's below-market mini-tender offer at $70.75/share","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["TRC Capital offered to buy up to 1.5M shares at $70.75, a 4.4% discount to $74.04 close on Mar 19, 2024.","Offer covers ~0.35% of outstanding shares; company recommends stockholders take no action.","Stockholders who tendered may withdraw shares before offer expires at 12:01 a.m. EDT on Apr 19, 2024.","Mini-tender offers avoid SEC protections; onsemi urges investors to consult financial advisors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":239492,"accession_number":"0001193125-24-057909","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2024-03-04T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"ON Semi enters new employment agreement with Group President Keeton; base $600K, target bonus 100%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["New agreement for Simon Keeton, Group President of Power Solutions Group, effective Feb 28, 2024, replacing 2019 agreement.","Annual base salary of $600,000; annual target bonus opportunity of 100% of base salary.","Severance: 1x base salary + 1x target bonus + prorated PBRSUs on termination without cause or for good reason.","Enhanced severance (1.2x) plus full equity vesting if termination occurs within 2 years following a Change in Control.","No specified term; at-will; non-compete for 1 year, non-solicit for 2 years, indefinite confidentiality."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":239489,"accession_number":"0001193125-24-046238","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K/A","filed_at":"2024-02-26T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"ON Semiconductor appoints director Lampe-Önnerud to Audit Committee effective Feb. 21, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Director Christina Lampe-Önnerud appointed to the Audit Committee effective February 21, 2024.","She joined the Board as a non-employee director effective September 1, 2023.","The Board made the committee assignment on February 21, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":239491,"accession_number":"0001193125-24-025335","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2024-02-06T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"ON Semi SVP & GM of Intelligent Sensing Group resigns Feb 22, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ross Jatou notified his resignation as SVP and GM of Intelligent Sensing Group.","Effective on or about February 22, 2024; 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GAAP gross margin 46.7%, operating margin 30.3%, GAAP diluted EPS $1.28; non-GAAP $1.25.","Full year 2023 automotive revenue record $4.3B (+29% YoY); silicon carbide revenue 4x YoY.","FY 2023 share repurchases $564M, representing 140% of free cash flow.","Q1 2024 guidance: revenue $1.8-1.9B, GAAP gross margin 44.4-46.4%, GAAP diluted EPS $0.94-1.06."],"consensus_eps_estimate":null,"consensus_eps_actual":4.89,"consensus_revenue_estimate":null,"consensus_revenue_actual":8253000000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":257020,"accession_number":"0001193125-23-265690","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2023-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"onsemi Q3 beats expectations; record automotive revenue up 33% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $2,180.8M; GAAP EPS $1.29, non-GAAP EPS $1.39; gross margin 47.3%.","Record automotive revenue $1.2B (+33% YoY); industrial revenue $616M (slight YoY increase).","PSG segment $1,230.6M (+10% sequential); ASG $621.6M (-4% sequential); ISG $328.6M (+1% seq).","Q4 outlook: revenue $1,950-2,050M, non-GAAP EPS $1.13-1.27; GAAP gross margin 45.4%-47.4%.","Completed expansion of world's largest SiC fab in South Korea for 150/200mm wafers."],"consensus_eps_estimate":null,"consensus_eps_actual":3.61,"consensus_revenue_estimate":null,"consensus_revenue_actual":6234900000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":274358,"accession_number":"0001193125-23-235313","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2023-09-14T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"onsemi CAO Bernard Colpitts to resign effective Nov 1, 2023; 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standard non-employee director compensation and indemnification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":274356,"accession_number":"0001193125-23-198583","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2023-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"onsemi Q2 revenue flat YoY at $2.09B; EPS beat; automotive revenue record $1B+ up 35%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $2,094M (flat YoY); GAAP EPS $1.29, non-GAAP $1.33; 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BMO Capital Markets as sustainability structuring agent.","Domestic subsidiaries guarantee; security pledge over substantially all assets."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":291599,"accession_number":"0001193125-23-149423","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2023-05-19T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"ON Semiconductor shareholders elect directors, approve say-on-pay, ratify auditor","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All nine director nominees elected; 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Pima Rd, Scottsdale.","Subsidiary Semiconductor Components Industries, LLC also moved its principal place of business to same address.","Relocation is administrative; no operational or financial impact disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":312377,"accession_number":"0001193125-23-056593","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2023-03-02T23:59:59+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"ON Semiconductor completes $1.5B convertible note offering, uses proceeds to repay debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Completed $1.5B aggregate principal of 0.50% Convertible Senior Notes due 2029, including $200M greenshoe.","Net proceeds ~$1.466B; 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GAAP EPS $0.70 flat YoY.","Record non-GAAP operating margin of 35.4% (up ~1100bps YoY); record non-GAAP EPS $1.45 vs $0.87.","Free cash flow $731M; record LTM free cash flow margin of 21.0%.","Q4 outlook: revenue $2.01B-$2.14B, non-GAAP diluted EPS $1.18-$1.34."],"consensus_eps_estimate":null,"consensus_eps_actual":2.9,"consensus_revenue_estimate":null,"consensus_revenue_actual":6222600000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":348470,"accession_number":"0001193125-22-247127","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2022-09-19T23:59:59+00:00","items":["2.06"],"status":"ready","headline":"ON Semi approves exit plan for Quantenna division; expects $215M goodwill and $58M intangible impairment","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Exit plan approved Sept 16, 2022 to wind down division within Advanced Solutions Group (legacy Quantenna).","Division revenue < 3% of 2021 consolidated revenue.","Goodwill balance ~$215M; unamortized intangible assets ~$58M; substantially all expected to be impaired.","Previously recorded $115M goodwill impairment on this unit in Q2 2022.","Associated exit costs (severance, contract termination) not expected to be significant."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":348469,"accession_number":"0001193125-22-230021","cik":1097864,"company_name":"ON SEMICONDUCTOR CORP","ticker":"ON","form_type":"8-K","filed_at":"2022-08-25T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"ON Semiconductor amends bylaws to add proxy access, virtual meeting provisions","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Amended Article II to allow eligible stockholders to include director nominees in proxy materials.","Permits virtual stockholder meetings and electronic transmission of meeting notices.","Clarifies duties of stockholders submitting nominations and states Board may solicit against them.","Article III codified director powers, election, qualification, vacancy-filling, resignation, and removal procedures.","Added indemnification provisions in Article VII consistent with the Certificate of Incorporation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":49101551467.52991,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2022-08-25T23:59:59+00:00|348469"}