reports
- Pierre FerraguÊ
Bible 3Q25 – Autos: Limited near-term visibility, but our cycle thesis...
Today, we are publishing the Automotive section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. We will publish sections on Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, and Foundry later this week. Auto demand came in above expectations, with limited signs of an air-pock...
- Anthony Dick
- Baptiste Salaville
- Michael Foundoukidis
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
RNO RENAULT SA
VOLV B VOLVO AB CLASS B
EO FAURECIA SA
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
TYRES NOKIAN RENKAAT OYJ
FR VALEO SE
BAS BASF SE
VOW3 VOLKSWAGEN AG PREF
CIE CIE AUTOMOTIVE S.A.
RACE FERRARI NV
PIRC PIRELLI & C. S.P.A.
STM STMICROELECTRONICS NV
GEST GESTAMP AUTOMOCION S.A.
8TRA TRATON SE
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
DTG DAIMLER TRUCK
IVG IVECO GROUP
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Anthony Dick
- Baptiste Salaville
- Michael Foundoukidis
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
RNO RENAULT SA
VOLV B VOLVO AB CLASS B
EO FAURECIA SA
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
TYRES NOKIAN RENKAAT OYJ
FR VALEO SE
BAS BASF SE
VOW3 VOLKSWAGEN AG PREF
CIE CIE AUTOMOTIVE S.A.
RACE FERRARI NV
PIRC PIRELLI & C. S.P.A.
STM STMICROELECTRONICS NV
GEST GESTAMP AUTOMOCION S.A.
8TRA TRATON SE
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
DTG DAIMLER TRUCK
IVG IVECO GROUP
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
STMicroelectronics : Lorenzo Grandi, Président et Directeur financier ...
STMicroelectronics : Lorenzo Grandi, Président et Directeur financier de STMicroelectronics interviendra lors de la conférence investisseurs de Barclays Lorenzo Grandi, Président et Directeur financier de STMicroelectronics interviendra lors de la conférence investisseurs de Barclays Genève, le 4 décembre 2025 – Lorenzo Grandi, Président et Directeur financier de STMicroelectronics N.V. (« ST ») (NYSE : STM), interviendra lors de la 23ème conférence annuelle mondiale sur la technologie organisée par Barclays qui se tiendra à San Francisco, le jeudi 11 décembre 2025 à 19h25 (heure de Paris...
Lorenzo Grandi, STMicroelectronics’ President and CFO to speak at Barc...
Lorenzo Grandi, STMicroelectronics’ President and CFO to speak at Barclays investor conference Lorenzo Grandi, STMicroelectronics’ President and CFO to speak at Barclays investor conference Geneva, December 4, 2025 - STMicroelectronics N.V. (“ST”) (NYSE: STM) President and Chief Financial Officer Lorenzo Grandi will speak at the Barclays 23rd Annual Global Technology Conference in San Francisco on Thursday, December 11, 2025 at 7.25pm CET / 10.25am U.S. Pacific Time. A live webcast (listen-only mode) of the conference will be accessible at ST’s website, , and will be available for replay...
- Martin Marandon-Carlhian
- Stephane Houri
- Martin Marandon-Carlhian
- Stephane Houri
STMicroelectronics announces status of common share repurchase program
STMicroelectronics announces status of common share repurchase program STMicroelectronics announces status of common share repurchase program Disclosure of Transactions in Own Shares – Period from November 24, 2025 to November 25, 2025 AMSTERDAM – December 01, 2025 -- STMicroelectronics N.V. (the “Company” or “STMicroelectronics”), a global semiconductor leader serving customers across the spectrum of electronics applications, announces full details of its common share repurchase program (the “Program”) disclosed via a press release dated June 21, 2024. The Program was approved by a share...
- Martin Marandon-Carlhian
- Stephane Houri
VIE VEOLIA ENVIRONNEMENT SA
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
ORA ORANGE SA
SSAB A SSAB AB CLASS A
EN BOUYGUES SA
SZG SALZGITTER AG
CDR CD PROJEKT S.A.
KCO KLOECKNER & CO SE
JCQ JACQUET METALS SA
HAL HAL TRUST
VOE VOESTALPINE AG
ACX ACERINOX SA
ITX INDUSTRIA DE DISENO TEXTIL S.A.
SHL SIEMENS HEALTHINEERS AG
ATCO A ATLAS COPCO AB
- Martin Marandon-Carlhian
- Stephane Houri
VIE VEOLIA ENVIRONNEMENT SA
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
ORA ORANGE SA
SSAB A SSAB AB CLASS A
EN BOUYGUES SA
SZG SALZGITTER AG
CDR CD PROJEKT S.A.
KCO KLOECKNER & CO SE
JCQ JACQUET METALS SA
HAL HAL TRUST
VOE VOESTALPINE AG
ACX ACERINOX SA
ITX INDUSTRIA DE DISENO TEXTIL S.A.
SHL SIEMENS HEALTHINEERS AG
ATCO A ATLAS COPCO AB
- Martin Marandon-Carlhian
- Stephane Houri
- Martin Marandon-Carlhian
- Stephane Houri
STMicroelectronics simplifie l’intégration des appareils pour la maiso...
STMicroelectronics simplifie l’intégration des appareils pour la maison intelligente avec la première puce de l’industrie NFC Matter STMicroelectronics simplifie l’intégration des appareils pour la maison intelligente avec la première puce de l’industrie NFC Matter Matter 1.5 améliore l’expérience utilisateur à la maison grâce à un appairage NFC réussi du premier coup pour plusieurs appareils, aussi rapide et simple que de payer avec son téléphone.Première puce sécurisée sur le marché qui prend en charge la nouvelle spécification réseau Matter 1.5 pour la maison intelligente, prête à êtr...
STMicroelectronics streamlines smart-home device integration with indu...
STMicroelectronics streamlines smart-home device integration with industry-first Matter NFC chip STMicroelectronics streamlines smart-home device integrationwith industry-first Matter NFC chip Matter 1.5 enhances the consumer experience at home with right-first-time NFC onboarding of multiple devices as fast and easy as paying by phoneMarket-first secure chip supporting new Matter 1.5 smart-home networking specification is ready for integration into smart-home devices Geneva, November 25, 2025 – STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spe...
- Pierre FerraguÊ
STMicroelectronics announces status of common share repurchase program
STMicroelectronics announces status of common share repurchase program STMicroelectronics announces status of common share repurchase program Disclosure of Transactions in Own Shares – Period from November 17, 2025 to November 21, 2025 AMSTERDAM – November 24, 2025 -- STMicroelectronics N.V. (the “Company” or “STMicroelectronics”), a global semiconductor leader serving customers across the spectrum of electronics applications, announces full details of its common share repurchase program (the “Program”) disclosed via a press release dated June 21, 2024. The Program was approved by a share...
STMicroelectronics’ new GaN ICs platform for motion control boosts app...
STMicroelectronics’ new GaN ICs platform for motion control boosts appliance energy ratings STMicroelectronics’ new GaN ICs platform for motion control boosts appliance energy ratings High-efficiency GaN power integrated technology tailored for motor drives in white goods and factory automation Geneva, November 24, 2025 – STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, has unveiled new smart power components that let home appliances and industrial drives leverage the latest GaN (gallium-nitride) technology to...
Électricité renouvelable : STMicroelectronics et TSE signent un contra...
Électricité renouvelable : STMicroelectronics et TSE signent un contrat d’achat d’électricité (PPA) de 15 ans pour alimenter les sites français de ST en énergie solaire Électricité renouvelable : STMicroelectronics et TSE signent un contrat d’achat d’électricité (PPA) de 15 ans pour alimenter les sites français de ST en énergie solaire Un contrat de 15 ans pour la fourniture par TSE d’environ 780 GWh d’électricité renouvelable, provenant de trois parcs solaires (43 MW au total), aux sites de STMicroelectronics en France à partir de 2027. Paris et Genève (suisse), le 20 novembre 2025 -- TS...
Renewable power: STMicroelectronics and TSE sign 15-Year PPA to power ...
Renewable power: STMicroelectronics and TSE sign 15-Year PPA to power French sites with solar energy Renewable power: STMicroelectronics and TSE sign 15-Year PPAto power French sites with solar energy 15-year contract for TSE to supply approximately 780 GWh of renewable electricity from three solar parks (43 MW total) to STMicroelectronics’ sites in France starting in 2027. Paris, France; Geneva, Switzerland -- 20 November 2025 -- TSE, a leading player in solar energy and agrivoltaics in France, and STMicroelectronics (NYSE:STM), a global semiconductor leader serving customers across the...
NXP Semiconductors Announces Quarterly Dividend
NXP Semiconductors Announces Quarterly Dividend EINDHOVEN, The Netherlands, Nov. 19, 2025 (GLOBE NEWSWIRE) -- As part of its ongoing capital return program, NXP Semiconductors N.V. (NASDAQ: NXPI) today announced that its board of directors has approved the payment of an interim dividend. The actions are based on the continued and significant strength of the NXP capital structure, and the board’s confidence in the company’s ability to drive long-term growth and strong cash flow. The board of directors has approved the payment of an interim dividend of $1.014 per ordinary share for the fou...
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