Overview
- ON Semiconductor closed 2025 with $6.0 billion in revenue and a 38.4% non‑GAAP gross margin, citing more than $250 million in AI data‑center sales and a Treo‑platform design funnel above $1 billion.
- The chipmaker reduced fab capacity about 12% under its FabRight program, guided utilization to rise from 68% to the mid‑70s by Q2, and announced a $6 billion share repurchase authorization.
- ZoomInfo reported Q4 revenue of $319 million, up 3% year over year, delivered $1.25 billion for 2025, and returned over $400 million via buybacks as customers over $100,000 in ACV grew to 1,921.
- Upwork posted 2025 GSV above $4 billion, revenue of $788 million and record adjusted EBITDA of $226 million, which management linked to its AI‑driven product and operations overhaul.
- Fiserv beat Q4 profit expectations with adjusted EPS of $1.99 on $4.90 billion in revenue, projected 2026 organic growth of 1%–3% with EPS of $8.00–$8.30, and highlighted AI and BNPL moves with ServiceNow, Affirm and Sumitomo Mitsui Card.