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Revenue by Segment
Analyzes revenue from different business segments, highlighting which areas drive growth and profitability, and indicating strategic focus and market demand.
ST’s recovery is being driven by higher‑margin Embedded Processing, Analog and a clear acceleration in RF & Optical tied to optical/data‑center design wins, while Power & Discrete lags and is suffering material margin pressure. Management’s upgraded data‑center ambition, healthy book‑to‑bill and multi‑quarter backlog support further top‑line momentum, but margin recovery hinges on completing the manufacturing reshaping and resolving legacy analog/microcontroller ramp and underutilization issues that are creating temporary gross‑margin and start‑up cost headwinds.
STM Revenue by Segment
| Date | Analog Products | Power and Discrete Products | Embedded Processing | RF and Optical Communications |
|---|---|---|---|---|
| Sep 30, 2026 | $1.56B | $477.00M | $1.21B | $504.00M |
| Jun 30, 2026 | $1.43B | $464.00M | $1.15B | $445.00M |
| Mar 31, 2026 | $1.32B | $389.00M | $975.00M | $409.00M |
| Dec 31, 2025 | $1.45B | $412.00M | $1.01B | $449.00M |
| Sep 30, 2025 | $1.43B | $429.00M | $976.00M | $345.00M |
| Jun 30, 2025 | $1.13B | $447.00M | $847.00M | $336.00M |
| Mar 31, 2025 | $1.07B | $397.00M | $742.00M | $306.00M |
| Dec 31, 2024 | $1.35B | $602.00M | $1.00B | $366.00M |
| Sep 30, 2024 | $1.34B | $652.00M | $898.00M | $357.00M |
| Jun 30, 2024 | $1.34B | $576.00M | $906.00M | $410.00M |
| Mar 31, 2024 | $1.41B | $631.00M | $1.05B | $378.00M |