• STMicroelectronics released a Q2 2026 earnings call transcript featuring President & CEO Jean-Marc Chery and President & CFO Lorenzo Grandi.
• Q2 net revenue USD 3.49 billion; gross margin 34.8%; non-U.S. GAAP EPS USD 0.31; free cash flow USD 75 million; balance-sheet inventory flat.
• Demand accelerated; book-to-bill near 2 overall; above 2 in CECP on optical connectivity, including silicon photonics; management cited tighter supply signals.
• Datacenter revenue ambition raised to above USD 1 billion in 2026, well above USD 2 billion in 2027, driven by optical connectivity traction.
• Q3 outlook: revenue USD 3.7 billion ± 350 bps; gross margin about 37% ± 200 bps; Q4 revenue expected above USD 4 billion on AI datacenters, LEO satellite programs.

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