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- Synaptics Merger Termination Fees (new) — Up to $320M regulatory termination fee payable by onsemi if merger fails due to antitrust or regulatory issues.
- Synaptics Indebtedness (new) — Merger may require repayment or assumption of substantial Synaptics debt, reducing financial flexibility and causing dilution.
- Remaining Performance Obligations Decline (worsened) — Committed future revenue dropped 36% year-over-year, potentially indicating weakening demand or contract modifications.
onsemi to acquire Synaptics in all-stock deal; Q2 revenue +9.2% to $1.60B, net income +33.2%
Filed August 3, 2026 · Period ending July 3, 2026 · Compared to 10-Q Aug 4, 2025 · ~1 min read
Key Changes
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Definitive agreement to acquire Synaptics in an all-stock transaction; Synaptics stockholders to own ~12% of combined company, closing expected mid-2027.
MD&A: Synaptics acquisition verify on EDGAR → -
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Issued $1.47B of 0% convertible notes due 2031, with related hedges and warrants, introducing potential dilution.
Notes: 2031 0% convertible notes verify on EDGAR → -
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Remaining performance obligations fell 36% to $6.1B from $9.6B, signaling reduced committed future revenue.
Notes: Remaining performance obligations verify on EDGAR →
2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.
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Figures/quotes linked to EDGAR · Narrative written by AI · Sep 3, 2026 · How we verify