Strategic Focus on High-Value Technologies and Portfolio Rationalization
onsemi is actively exiting noncore businesses and repositioning its sensing portfolio towards higher value segments such as ADAS and machine vision.
The company is ending the end-of-life of certain legacy products, with an expected $50-100 million revenue impact in 2026 that won't repeat.
Investments are focused on next-generation technologies where the company has clear competitive advantages, including intelligent power, sensing, and analog mixed signal technologies.
Alarm.com's 10th Anniversary and Strategic Growth Milestones
Alarm.com celebrated its 10th year as a publicly traded company with a NASDAQ market opening ceremony on June 30, 2025.
Since its IPO, the company’s revenue run rate has increased more than 5 times, now exceeding $1 billion annually.
The company has diversified its revenue streams across North American, international, residential, commercial, and energy markets, enhancing business durability.
Alarm.com has grown profitably without material shareholder dilution, emphasizing strong capital efficiency and strategic focus.
Leadership highlighted the company's long-term mission to deliver cloud-based sensors into every property worldwide, maintaining a clear strategic vision.
The anniversary celebration underscores the company's confidence in its growth trajectory and market positioning over the past decade.
Capital expenditures increased to $5.5 million in Q4 and $27.8 million for the full year, reflecting investments in growth and acquisitions.
Cash and short-term investments increased significantly to $429 million at quarter end from $40.2 million in prior quarter.
EPS for Q4 was $0.13, at the high end of guidance, up $0.05 year-over-year but down $0.02 sequentially.
Full year fiscal 2025 revenue was $1.84 billion, up 8.4% year-over-year, with operating margin of 14.2% and EPS of $0.47, both improved from prior year.
NSE segment revenue was $209.1 million, above midpoint guidance, up 14.8% year-over-year driven by data center ecosystem and aerospace and defense growth.
Operating margin for Q4 was 14.4%, also at the high end of guidance, up 350 basis points year-over-year but down 230 basis points sequentially.
OSP segment revenue was $81.4 million, above high end of guidance, up 16.6% year-over-year, driven by anticounterfeiting and other products.
Viavi Solutions reported Q4 fiscal 2025 revenue of $290.5 million, at the high end of guidance, up 15.3% year-over-year and 2% sequentially.
Dafinchi