STMicroelectronics (STMPA FP) Q2 2026 (USD): Revenue 3.49bln (exp. 3.46bln), Net Profit 222mln (exp. 209.9mln), Gross Profit 1.22bln (exp. 1.22bln), Gross margin 34.8% (guided "about" 34.8%)

Guidance: Net revenue "about" 3.70bln (exp. 3.79bln). Gross margin "about" 37%. Q4 Revenue 4bln. CEO: “During the quarter demand increased further, with strong bookings in all end markets. We saw improved visibility and signs of tight supply in several product categories. Inventory in distribution is now below our standard target.” “We anticipate a revenue growth acceleration in Q4, mainly driven by our engaged customer programs in AI data centres and LEO satellite communication." “Driven by continued strong demand in AI datacenters, we are raising our revenue ambition for datacenters. Revenues are now expected above USD 1bln in 2026 and, assuming the current dynamic continues and with the current engagements we have, well above USD 2bln in 2027. This confirms ST’s strong position in the evolving AI datacenters.”