公司运营风险 - 公司的财务状况和运营结果可能会受到制造和其他运营过程的干扰的影响[85] - 公司的制造网络包括多个自有和第三方设施，可能会导致产品生产受到影响[86] - 公司与制造商的协议可能导致采购服务的成本增加，质量下降，影响业务运营[88] - 公司的生产效率取决于相互依赖的过程，未来盈利能力存在不确定性[90] - 公司可能无法成功实施某些业务策略，影响业务运营[91] - 公司的研发投资和新产品开发对满足客户需求至关重要[96] - 半导体行业的竞争激烈，公司需要有效竞争和寻找合并机会[99] - 公司的竞争地位可能会受到竞争对手产品或技术的影响[101] - 公司可能会面临来自竞争对手的挑战，需要不断提升技术和生产效率[98] - 公司的业务可能会受到COVID-19大流行的不利影响[105] 政策和地缘风险 - 关税或其他政府贸易政策的变化可能会影响公司产品的需求，限制销售和遵守法律法规[110] - 美国与中国等国家之间的地缘政治紧张关系可能导致产品需求减少，对公司业务和运营结果产生重大不利影响[111] - 进口部件的关税可能会对公司的盈利能力产生不利影响，除非公司能够排除这些部件的关税或提高产品价格[113] 税务风险 - 公司可能会受到税收立法变化或面临额外税务责任，可能会对业绩和财务状况产生不利影响[143] - 公司在2020年进行了重组，大部分收入在美国应税，其中有一部分符合外国衍生无形收入（FDII）的优惠待遇，但从2026年开始，FDII的有效税率将从13%增加到16%[145] - 外国司法管辖区的税法变化可能会增加税收不确定性，可能会对所得税准备金、业绩和财务状况产生不利影响[146] 债务风险 - 公司的债务可能会严重影响财务状况和业绩[155] - 截至2022年12月31日，公司的未偿还本金为32.28亿美元，未来可能需要增加债务用于偿还或再融资其他未偿还债务，进行收购或其他目的[156] - 公司的债务协议可能限制公司的经营，可能会对业绩产生重大不利影响[161] - 公司的债务协议包含许多限制性条款，可能会对公司及其子公司施加重大经营和财务限制[162] - 公司的变动利率债务的利息率可能会显著增加，对业绩产生重大不利影响[173] - 公司的债务协议和利率互换协议目前的利率与隔夜担保融资利率（SOFR）挂钩，但之前与伦敦银行同业拆借利率（LIBO Rate）挂钩，LIBO Rate的淘汰正在进行中，可能会对公司的债务偿付义务或再融资能力产生重大不利影响[175] - 公司持有的1.625% Notes、3.875% Notes和0% Notes的总额分别为137.3百万美元、700.0百万美元和805.0百万美元[177] - 公司的长期债务总额为3,228.3百万美元，其中固定利率债务为2,392.3百万美元，变动利率债务为836.0百万美元[302] - 公司通过外汇远期合约对冲非功能货币资产和负债的汇兑损益[305] - 公司主要收入以美元交易，但运营支出和资本购买中有大量交易以本地货币进行，包括人民币、捷克克朗、欧元、日元、韩元、马来西亚林吉特、菲律宾比索和越南盾[306] - 根据汇率变动，假设本地货币兑美元的加权平均变化为10%，公司的营业收入在2022年12月31日的年度中，未考虑对冲头寸或相关活动，可能会影响税前收入约1.128亿美元[306] - 请参阅附在本10-K表格中的已审计合并财务报表中的附注15：“金融工具”，以获取有关公司对冲活动的进一步信息[307]

ON Semiconductor Corporation (NASDAQ:ON) J.P. Morgan CES Tech/Auto Forum Conference January 5, 2023 12:00 PM ET Company Participants Hassane El-Khoury - President and CEO Thad Trent - CFO Conference Call Participants Harlan Sur - JPMorgan Harlan Sur All right. Good morning, and thank you for attending J.P. Morgan’s 21st Annual CES Conference. My name is Harlan Sur, semiconductor and semiconductor capital equipment analyst for the firm. Very pleased to have the team from ON Semi here with us today President ...

ON Semiconductor Corporation (NASDAQ:ON) NASDAQ 47th Investor Conference Call December 6, 2022 3:30 AM ET Company Participants Hassane El-Khoury - CEO Thad Trent - CFO Conference Call Participants Joe Moore - Morgan Stanley Joe Moore So, welcome back. I am Joe Moore. Very happy to have with us today the management team from ON Semiconductor, including Hassane El-Khoury, CEO; and Thad Trent, CFO. And I'm really excited to have you guys here. You'll really touch a lot of the key debates that we are dealing wi ...

ON Semiconductor Corporation (NASDAQ:ON) Credit Suisse 26th Annual Technology Conference Transcript November 29, 2022 1:40 PM ET Executives Hassane El-Khoury - Chief Executive Officer Thad Trent - Chief Financial Officer Analysts Unidentified Analyst [Started Abruptly] Credit Suisse Semiconductor Analyst. Our next presentation is ON Semiconductor. It’s a home game for you guys, just down the block. With us for ON -- from ON is Hassane El-Khoury, CEO; and Thad Trent, CFO. So, gentlemen, thanks for attending. ...

ON Semiconductor Corporation (NASDAQ:ON) Q3 2022 Earnings Conference Call October 31, 2022 9:00 AM ET Company Participants Parag Agarwal - Vice President of Investor Relations & Corporate Development Hassane El-Khoury - President & Chief Executive Officer Thad Trent - Chief Financial Officer Conference Call Participants Ross Seymore - Deutsche Bank Christopher Danely - Citigroup Vivek Arya - Bank of America Joshua Buchalter - Cowen and Company Toshiya Hari - Goldman Sachs Rajvindra Gill - Needham & Compa ...

ON Semiconductor Corporation (NASDAQ:ON) Citi 2022 Global Technology Conference September 8, 2022 10:30 AM ET Company Participants Hassane El-Khoury - CEO Conference Call Participants Chris Danely - Citigroup Chris Danely Good morning, everyone. I'm Chris Danely, semiconductor analyst here at Citigroup. It's our pleasure to have ON Semi up next, one of our few buy rated names, of our top picks. Why? We've got growth alert in semis combination of silicon carbide, which we'll definitely talk about, the sensor ...

ON Semiconductor Corporation (NASDAQ:ON) Deutsche Bank 2022 Technology Conference August 31, 2022 6:45 PM ET Company Participants Hassane El-Khoury - President and CEO Thad Trent - CFO Conference Call Participants Ross Seymore - Deutsche Bank Ross Seymore Good afternoon, everybody. Why don't we get started with the next presentation. We're very pleased to have ON Semiconductor management up here on stage with me of Hassane El-Khoury, who's the President and CEO; and Thad Trent, who's the CFO. So guys, thank ...

ON Semiconductor Corporation (NASDAQ:ON) Q2 2022 Earnings Conference Call August 1, 2022 9:00 AM ET Company Participants Parag Agarwal - Vice President of Investor Relations & Corporate Development Hassane El-Khoury - President & Chief Executive Officer Thad Trent - Chief Financial Officer Conference Call Participants Ross Seymore - Deutsche Bank Chris Danely - Citi Vivek Arya - Bank of America Toshiya Hari - Goldman Sachs William Stein - Truist Rajvindra Gill - Needham & Company Gary Mobley - Wells Fargo J ...