STMicroelectronics publishes Q3 2026 earnings call transcript
STM•STMicroelectronics reported Q3 2026 revenue of $3.76 billion and a 37.3% gross margin. It forecast Q4 revenue of $4.15 billion, ±3.5%, and full-year revenue of about $14.5 billion, up 22.8% year over year.
1. Quarterly results and outlook
STMicroelectronics held its Q3 2026 earnings call on October 29, with CEO Jean-Marc Chery and CFO Lorenzo Grandi. Revenue was $3.76 billion, above the guidance midpoint, and gross margin was 37.3%. The company forecast Q4 revenue of $4.15 billion, ±3.5%, and gross margin of 39%, ±2 percentage points; it projected full-year 2026 revenue of about $14.5 billion, up 22.8% year over year.
2. AI datacenter revenue
STMicroelectronics expects AI datacenter revenue near $1.3 billion in 2026 and said it could exceed $2 billion in 2027 if current momentum continues.
