STMicroelectronics Reports Q1 2026 Financial Results
STMicroelectronics reported Q1 2026 revenue of $3.10 billion, up 23.0% year-over-year and above the midpoint of guidance, driven by strength in Personal Electronics and engaged customer programs. The company issued bullish Q2 guidance calling for $3.45 billion in revenue, an 11.6% sequential increase, and raised its datacenter revenue outlook to above $500 million for 2026 and above $1 billion for 2027.
Key figures
- Eps
- 0.04
- Revenue
- $3.10 billion
- Guidance
- Q2 2026 net revenues $3.45B (+/- 350bps), gross margin 34.8% (+/- 200bps)
- Revenue Yoy
- 23.0%
- Deal Value Usd
- multi-billion USD (commercial engagement with AWS)
- Net income gaap
- $37 million
- Gross margin gaap
- 33.8%
- Aws warrants shares
- 24.8 million
- Net income non gaap
- $122 million
- Gross margin non gaap
- 34.1%
- Operating income gaap
- $70 million
- Operating income non gaap
- $171 million
- Q2 revenue guidance midpoint
- $3.45 billion
- Datacenter revenue 2026 expectation
- nicely above $500 million
- Datacenter revenue 2027 expectation
- well above $1 billion
AI analysis
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