NXP Semiconductors N.V. (NXPI) Q2 2026 Earnings Call Transcript

NXP Semiconductors N.V. ( NXPI ) Q2 2026 Earnings Call July 28, 2026 4:30 PM EDT Company Participants Jeff Palmer - Advisor Rafael Sotomayor - CEO, President & Executive Director Bill Betz - Executive VP & CFO Conference Call Participants Joseph Moore - Morgan Stanley, Research Division Matthew Prisco - Cantor Fitzgerald & Co., Research Division Francois-Xavier Bouvignies - UBS Investment Bank, Research Division Vivek Arya - BofA Securities, Research Division James Schneider - Goldman Sachs Group, Inc., Research Division Joshua Buchalter - TD Cowen, Research Division Thomas O'Malley - Barclays Bank PLC, Research Division Tore Svanberg - Stifel, Nicolaus & Company, Incorporated, Research Division William Stein - Truist Securities, Inc., Research Division Christopher Caso - Wolfe Research, LLC Presentation Operator Good day, and thank you for standing by. Welcome to NXP Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would now like to turn the conference over to Jeff Palmer, Senior Vice President of Investor Relations. Please go ahead. Jeff Palmer Advisor Thank you, Lisa, and good morning, everyone. Welcome to NXP's second quarter earnings call. With me on the call today is Rafael Sotomayor, NXP's President and CEO; Bill Betz, our CFO; and Michael Lucarelli, our incoming Head of Investor Relations. The call today is being recorded and will be available for replay from our corporate website. Today's call will include forward-looking statements that involve risks and uncertainties that could cause NXP's results to differ materially from management's current expectations. These risks and uncertainties include, but are not limited to, statements regarding the macroeconomic impact on the specific end markets in which we operate, the sale of new and existing products and our expectations for the financial results for the third quarter of 2026. NXP undertakes no obligation to revise or update publicly any forward-looking statements. For a full disclosure of forward-looking statements, please refer