reports
- Martin Marandon-Carlhian
- Stephane Houri
- Martin Marandon-Carlhian
- Stephane Houri
- Martin Marandon-Carlhian
- Stephane Houri
STMicroelectronics N.V. : Wait and see…
>We remain at Neutral on STM after the CMD - Following yesterday’s CMD held in Paris, at which STM officially pushed out its 2025-2027 guidance to 2030 and unveiled its intermediate targets for 2027-2028, we remain at Neutral. We are leaving our forecasts unchanged. To summarise, the 2027-2028 targets are 9% above the consensus, but do not look unrealistic in 2028. That said, for the group to deliver on this outlook, there are some conditions: 1/ a significant market ...
- Martin Marandon-Carlhian
- Stephane Houri
STMicroelectronics N.V. : Wait and see…
>Nous restons Neutre sur STM après le CMD - Suite au CMD organisé hier à Paris, au cours duquel STM a officiellement repoussé son objectif 25/27 à 2030 et a dévoilé des objectifs intermédiaires 2027/28, nous réitérons notre opinion Neutre. Nous laissons nos prévisions inchangées. En résumé, les objectifs 27/28 sont supérieurs de 9% au consensus, mais ne nous paraissent pas inatteignable en 2028. Leur atteinte nécessitera néanmoins quelques conditions : 1/ une reprise ...
STMicroelectronics Outlines 2027-2028 Financial Model and Path Toward...
STMicroelectronics Outlines 2027-2028 Financial Model and Path Towards 2030 Ambition PR No: C3296C STMicroelectronics Outlines 2027-2028 Financial Model and Path Towards 2030 Ambition Setting an intermediate financial model: ~$18B revenues and 22-24% operating margin in 2027-2028 Reiterating $20B+ revenue ambition and associated financial model, now expected to be reached by 2030 Geneva, November 20, 2024 - STMicroelectronics (NYSE:STM), a global semiconductor leader serving customers across the spectrum of electronics applications, is hosting today its Capital Markets Day in Paris, Fra...
STMicroelectronics présente son modèle financier pour 2027-2028 et sa...
STMicroelectronics présente son modèle financier pour 2027-2028 et sa trajectoire vers son ambition 2030 PR No: C3296C STMicroelectronics présente son modèle financier pour 2027-2028 et sa trajectoire vers son ambition 2030 Définition d’un modèle financier intermédiaire : chiffre d’affaires d’environ 18 milliards de dollars et marge d’exploitation de 22-24 % en 2027-2028Réitération de l’ambition d’un chiffre d’affaires à 20+ milliards de dollars et du modèle financier associé, dont l’atteinte est désormais prévue d’ici 2030 Genève, le 20 novembre 2024 - STMicroelectronics (NYSE : STM), ...
STMicroelectronics Announces Status of Common Share Repurchase Program
STMicroelectronics Announces Status of Common Share Repurchase Program STMicroelectronics Announces Status ofCommon Share Repurchase Program Disclosure of Transactions in Own Shares – Period from Nov 11, 2024 to Nov 15, 2024 AMSTERDAM – November 18, 2024 -- 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 shareholder reso...
STMicroelectronics Announces Status of Common Share Repurchase Program
STMicroelectronics Announces Status of Common Share Repurchase Program STMicroelectronics Announces Status ofCommon Share Repurchase Program Disclosure of Transactions in Own Shares – Period from Nov 04, 2024 to Nov 08, 2024 AMSTERDAM – November 11, 2024 -- 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 shareholder r...
STMicroelectronics et ENGIE signent un accord de long terme pour la fo...
STMicroelectronics et ENGIE signent un accord de long terme pour la fourniture d’électricité issue de sources renouvelables en Malaisie STMicroelectronics et ENGIE signent un accord de long terme pour la fourniture d’électricité issue de sources renouvelables en Malaisie D’une durée de 21 ans, ce contrat porte sur la fourniture d’énergie produite par une nouvelle ferme solaire située en Malaisie où ST exploite un site d’assemblage et de test en grands volumes.Ce contrat d’achat d’électricité (PPA) soutiendra les objectifs de neutralité carbone et d’approvisionnement en énergie 100 % renouv...
STMicroelectronics and ENGIE sign long-term agreement for the supply o...
STMicroelectronics and ENGIE sign long-term agreement for the supply of electricity produced from renewable sources in Malaysia STMicroelectronics and ENGIE sign long-term agreement for the supply of electricity produced from renewable sources in Malaysia 21-year contract for energy produced by a new solar farm in Malaysia, where ST operates a large-volume test & assembly site.PPA will support the 2027 carbon neutrality and 100% renewable energy sourcing targets of ST. Geneva (Switzerland) and Kuala Lumpur (Malaysia) – November 7, 2024 -- STMicroelectronics (NYSE: STM), a global semicondu...
STMicroelectronics Announces Status of Common Share Repurchase Program
STMicroelectronics Announces Status of Common Share Repurchase Program STMicroelectronics Announces Status ofCommon Share Repurchase Program Disclosure of Transactions in Own Shares – Period from Oct 28, 2024 to Nov 01, 2024 AMSTERDAM – November 4, 2024 -- 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 shareholder resol...
- Bruno Cavalier
- Oliver Metzger
O2D TELEFONICA DEUTSCHLAND HOLDING AG
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
KPN ROYAL KPN NV
ORA ORANGE SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EN BOUYGUES SA
GLE SOCIETE GENERALE S.A. CLASS A
UTDI UNITED INTERNET AG
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
DTE DEUTSCHE TELEKOM AG
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
MONC MONCLER SPA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
ABI ANHEUSER-BUSCH INBEV SA/NV
VOD VODAFONE GROUP PLC
STM STMICROELECTRONICS NV
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
STMN STRAUMANN HOLDING AG
- Bruno Cavalier
- Oliver Metzger
O2D TELEFONICA DEUTSCHLAND HOLDING AG
ETL EUTELSAT COMMUNICATIONS SA
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
KPN ROYAL KPN NV
ORA ORANGE SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EN BOUYGUES SA
GLE SOCIETE GENERALE S.A. CLASS A
UTDI UNITED INTERNET AG
EL ESSILORLUXOTTICA SA
GAMA GAMMA COMMUNICATIONS
BRBY BURBERRY GROUP PLC
KER KERING SA
DTE DEUTSCHE TELEKOM AG
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
MONC MONCLER SPA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
ABI ANHEUSER-BUSCH INBEV SA/NV
VOD VODAFONE GROUP PLC
STM STMICROELECTRONICS NV
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
STMN STRAUMANN HOLDING AG
- Martin Marandon-Carlhian
- Stephane Houri
STMicroelectronics N.V. : Adoption of a more cautious scenario for 202...
>We are adjusting our 2025 scenario by 48%, and fear that that the consensus has not adopted a sufficiently cautious scenario for H2 2025 - Following the Q3 2024 earnings publication that beat forecasts (due to lower opex than expected) but was marked by a new warning on 2024 (broadly expected) and above all by the indication (unusual at this stage of the year) of a very weak Q1 2025, we are adjusting our 2025 forecasts by 48%, far more than initially expected. Indeed...
- Martin Marandon-Carlhian
- Stephane Houri
STMicroelectronics N.V. : Adoption d’un scénario beaucoup prudent sur ...
>Nous révisons notre prévision 2025 de 48% et craignons que le consensus n’ait pas adopté un scenario suffisamment prudent sur le S2 25 - Suite à la publication de résultats T3 24 supérieurs aux attentes (en raison d’Opex moins élevés que prévu), mais marquée par un nouvel avertissement sur 2024 (largement attendu) et surtout par l’indication (inhabituelle à ce stade de l’année) d’un T1 25 très faible, nous révisons nos prévisions 25 de 48%, largement plus qu’anticipé...
- Bruno Cavalier
- Emira Sagaama
- Louis Boujard
- CFA
- Philippe Ourpatian
DHL DHL GROUP
AXA AXA
AKRBP AKER BP ASA
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
UBI UBISOFT ENTERTAINMENT SA
JMT JERONIMO MARTINS SGPS S.A.
SU SCHNEIDER ELECTRIC SE
AMUN AMUNDI SA
ELE ENDESA S.A.
GEBN GEBERIT AG
ORSTED ORSTED
NXT NEXT PLC
AIR AIRBUS SE
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
AMP AMPLIFON S.P.A.
01913 PRADA S.P.A.
REP REPSOL SA
GAS NATURGY ENERGY GROUP S.A.
ARCAD ARCADIS NV
KGX KION GROUP AG
MAP MAPFRE SA
SKF B SKF AB CLASS B
PRY PRYSMIAN S.P.A.
WLN WORLDLINE SA
INGA ING GROEP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
SIE SIEMENS AG
ARGX ARGEN-X SE
STM STMICROELECTRONICS NV
KBX KNORR-BREMSE AG
STLA STELLANTIS N.V.
SHEL SHELL PLC
DSFIR KONINKLIJKE DSM N.V.
- Bruno Cavalier
- Emira Sagaama
- Louis Boujard
- CFA
- Philippe Ourpatian
DHL DHL GROUP
AXA AXA
AKRBP AKER BP ASA
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
UBI UBISOFT ENTERTAINMENT SA
JMT JERONIMO MARTINS SGPS S.A.
SU SCHNEIDER ELECTRIC SE
AMUN AMUNDI SA
ELE ENDESA S.A.
GEBN GEBERIT AG
ORSTED ORSTED
NXT NEXT PLC
AIR AIRBUS SE
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
AMP AMPLIFON S.P.A.
01913 PRADA S.P.A.
REP REPSOL SA
GAS NATURGY ENERGY GROUP S.A.
ARCAD ARCADIS NV
FDR FLUIDRA S.A.
KGX KION GROUP AG
MAP MAPFRE SA
SKF B SKF AB CLASS B
PRY PRYSMIAN S.P.A.
WLN WORLDLINE SA
INGA ING GROEP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
SIE SIEMENS AG
ARGX ARGEN-X SE
STM STMICROELECTRONICS NV
KBX KNORR-BREMSE AG
STLA STELLANTIS N.V.
SHEL SHELL PLC
DSFIR KONINKLIJKE DSM N.V.
- Martin Marandon-Carlhian
- Stephane Houri
STMicroelectronics N.V. : Better-than-expected Q3, FY guidance cut as ...
>Q3 2024 results above consensus, mainly driven by lower opex - This morning, STMicroelectronics reported its Q3 2024 results which were above expectations, due to much lower net opex than expected. Revenues were € 3.25bn, above the consensus at € 3.24bn, down 26% y-o-y, but up 0.6% q-o-q. This is in line with the guidance for revenues at $ 3.25bn, +/-350bp. During the quarter, Personal electronics was higher than expected, Industrial declined less and Automotive w...
- Martin Marandon-Carlhian
- Stephane Houri
STMicroelectronics N.V. : Better-than-expected Q3, FY guidance cut as ...
>Q3 2024 results above consensus, mainly driven by lower opex - This morning, STMicroelectronics reported its Q3 2024 results which were above expectations, due to much lower net opex than expected. Revenues were € 3.25bn, above the consensus at € 3.24bn, down 26% y-o-y, but up 0.6% q-o-q. This is in line with the guidance for revenues at $ 3.25bn, +/-350bp. During the quarter, Personal electronics was higher than expected, Industrial declined less and Automotive w...
STMicroelectronics Reports 2024 Third Quarter Financial Results
STMicroelectronics Reports 2024 Third Quarter Financial Results PR No: C3290C STMicroelectronics Reports 2024 Third Quarter Financial Results Q3 net revenues $3.25 billion; gross margin 37.8%; operating margin 11.7%; net income $351 millionYTD net revenues $9.95 billion; gross margin 39.9%; operating margin 13.1%; net income $1.22 billionBusiness outlook at mid-point: Q4 net revenues of $3.32 billion and gross margin of 38%Launch of a new company-wide program to reshape our manufacturing footprint accelerating our wafer fab capacity to 300mm Silicon and 200mm Silicon Carbi...
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