ADI · Technology
ANALOG DEVICES INC
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-09-23
- Guidance / OutlookImportance 93 · Surprise 82CFO Rich Puccio said Analog Devices expects double-digit growth into fiscal 2027, supported by broad-based industrial recovery and continued demand from data centers, aerospace and defense, and automated test…
- Revenue Performance and MixImportance 69 · Surprise 64Data center revenue doubled year over year to an annualized rate of approximately $2 billion as of September 2026. Aerospace and defense also delivered strong performance, while the broader industrial market had not…
- End-Market Demand TrendsImportance 69 · Surprise 64Analog Devices CFO Rich Puccio cited broad-based industrial-market recovery and continued momentum in data centers, aerospace and defense, and automated test equipment. Data-center revenue reportedly doubled year over…
News · 2026-09-22
- Guidance / OutlookImportance 85 · Surprise 76Analog Devices anticipates double-digit growth through fiscal 2027. Management attributes the outlook to a recovering industrial sector and sustained demand in data centers, aerospace and defense, and automated test…
- End-Market Demand TrendsImportance 63 · Surprise 64Analog Devices reported that data-center revenue is growing approximately 100% year over year, exceeding the materiality threshold for year-over-year changes. Aerospace and defense revenue is approaching a $2 billion…
- Gross Margin DriversImportance 34 · Surprise 42Analog Devices has implemented pricing actions to offset inflationary cost pressure. Management is targeting record gross margins in the fourth quarter of fiscal 2025. The reported margin strategy is tied to pricing…
- Acquisition / Partnership / DivestitureImportance 34 · Surprise 42Analog Devices is pursuing the acquisition of Alif Semiconductor, a transaction described as upcoming in the reporting. The deal is expected to contribute significantly around 2028. Management expects the acquisition…
News · 2026-09-20
- Acquisition / Partnership / DivestitureImportance 53 · Surprise 60Analog Devices has entered a definitive agreement to acquire Alif Semiconductor for $1.35 billion. The transaction has not closed and remains subject to customary conditions. Dealroom expects completion before the end…
- Revenue Performance and MixImportance 27 · Surprise 6Analog Devices reported second-quarter revenue of $4.02 billion, exceeding expectations. Second-quarter EPS was $3.45. The digest did not provide segment or geographic revenue breakdowns or year-over-year and…
- Dividend DeclarationImportance 6 · Surprise 6Analog Devices continues paying a quarterly dividend of $1.10 per share. The digest did not identify a new increase, declaration date, or aggregate cash distribution. The dividend was reported alongside second-quarter…
News · 2026-09-19
- Senior Notes IssuanceImportance 58 · Surprise 42Analog Devices raised $3 billion through an underwritten public offering of senior unsecured notes that closed on September 17, 2026. The offering comprised four tranches with a weighted-average coupon of approximately…
News · 2026-09-18
- Senior Notes IssuanceImportance 58 · Surprise 42Analog Devices issued $3 billion of unsecured, unsubordinated senior notes across four tranches. The notes mature between 2029 and 2036 and carry interest rates ranging from 5.100% to 5.750%. The financing increases…
News · 2026-09-17
- Revenue Performance and MixImportance 51 · Surprise 64Analog Devices’ Industrial segment revenue surged 53% year over year in fiscal Q3 2026. The Industrial segment was the reported source of this quarterly growth. The article highlights the need to assess whether the…
- Industrial Demand RecoveryImportance 51 · Surprise 64Analog Devices’ Industrial segment increased 53% year over year in fiscal Q3 2026. The momentum reflects stronger demand across industrial end markets. Intense competition and inventory trends may influence the…
- Product Launch and TransitionImportance 30 · Surprise 42Analog Devices adopted Cadence’s Tensilica DSP technology for its new SHARC-FX processor core. The core is designed for the ADSP-SC84x/2184x automotive audio processor family and targets compute-intensive audio, voice,…
- Partner Ecosystem ExpansionImportance 30 · Surprise 42Analog Devices adopted Cadence’s Tensilica digital signal processor technology for its SHARC-FX processor core. The core will support the ADSP-SC84x/2184x automotive audio processor family and target software-defined…
News · 2026-09-15
- Acquisition / Partnership / DivestitureImportance 71 · Surprise 60Analog Devices announced an all-cash acquisition of Alif Semiconductor valued at $1.35 billion, with potential contingent consideration of an additional $200 million. The transaction is intended to add Alif’s AI-native…
- Products and TechnologyImportance 59 · Surprise 82Cadence’s Tensilica DSP architecture is being integrated into Analog Devices’ next-generation SHARC automotive audio processors. The SHARC-FX core, included in the ADSP-SC84x/2184x platform, is designed for on-chip…
- Revenue Performance and MixImportance 33 · Surprise 6Analog Devices reported quarterly revenue of $4.02 billion, exceeding analyst estimates. Quarterly earnings were $3.45 per share, also above expectations. The reported revenue figure is approximately equal to the…
- Dividend DeclarationImportance 9 · Surprise 6Analog Devices announced a quarterly dividend of $1.10 per share. The dividend was reported alongside quarterly EPS of $3.45 and revenue of $4.02 billion. The digest does not specify the record date, payment date, or…
News · 2026-09-14
- AI Data Center DemandImportance 10 · Surprise 6Third-party reporting indicates Analog Devices’ Communications segment is benefiting from increased AI data-center demand. Optical, power, and connectivity trends are identified as the principal drivers of the…
News · 2026-09-12
- Quarterly Results and DividendImportance 37 · Surprise 6Analog Devices reported $4.02 billion in revenue and $3.45 in EPS for the quarter. The company surpassed earnings expectations based on the reported $3.45 EPS result. Analog Devices declared a $1.10 quarterly dividend,…
News · 2026-09-10
- Acquisition / Partnership / DivestitureImportance 59 · Surprise 60Analog Devices agreed to acquire Alif Semiconductor in an all-cash transaction valued at $1.35 billion, with potential additional payments of up to $200 million. The transaction is expected to close by the end of 2026,…
- Dividend DeclarationImportance 13 · Surprise 6Analog Devices declared a quarterly dividend of $1.10 per share. The dividend was reported alongside second-quarter earnings of $3.45 per share and revenue of $4.02 billion. The reported dividend declaration represents…
8-K · 2026-09-09
- Acquisition / Partnership / DivestitureImportance 66 · Surprise 60Analog Devices entered a definitive agreement to acquire Alif Semiconductor in an all-cash transaction valued at $1.35 billion upfront. The acquisition adds Alif’s AI-native microcontrollers and fusion processors,…
- Regulatory RiskImportance 47 · Surprise 60The Alif acquisition requires expiration of the applicable waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, including any extension. The transaction is expected to close before the end of…
- Products and TechnologyImportance 31 · Surprise 42Alif provides AI-native microcontrollers and fusion processors using a heterogeneous architecture for real-time sensor fusion, low-latency inference, and on-device AI. Its product architecture integrates low-power…
- AI Infrastructure DemandImportance 31 · Surprise 42The acquisition is intended to expand ADI’s addressable market across industrial, data center infrastructure, defense, energy, robotics, digital health, and wearable applications. Alif contributes AI-native…
- Market Demand TrendsImportance 17 · Surprise 24The company describes artificial intelligence moving beyond interpreting words and images toward systems that understand context and interact with the physical world. This creates demand for local processing that can…
- Customer DynamicsImportance 17 · Surprise 24Alif’s silicon is already shipping in production, indicating commercial deployment rather than only development-stage activity. The company reports design wins across leading consumer and industrial customers. The…
News · 2026-09-09
- Acquisition / Partnership / DivestitureImportance 71 · Surprise 60Analog Devices agreed to acquire Alif Semiconductor for $1.35 billion in cash. Alif contributes AI-native fusion processors and machine-learning microcontrollers designed for low-power, local processing. ADI plans to…
News · 2026-09-08
- Revenue Performance and MixImportance 57 · Surprise 38Analog Devices reported second-quarter 2026 revenue of $4.02 billion, up 39.2% year over year. The company exceeded analysts’ revenue expectations for the quarter. Adjusted EPS was $3.45, also above expectations,…
News · 2026-09-07
- Revenue Performance and MixImportance 57 · Surprise 38Analog Devices reported second-quarter 2026 revenue of $4.02 billion, up 39.2% year over year. The company exceeded analysts’ revenue expectations for the quarter. Adjusted EPS was $3.45, also above expectations,…
- AI Data Center DemandImportance 17 · Surprise 24Third-party reporting identifies Analog Devices’ AI data center business as a key source of growth. The company is also benefiting from strength in industrial markets as broader semiconductor sales are supported by…
News · 2026-09-05
- Revenue Performance and MixImportance 57 · Surprise 38Analog Devices reported second-quarter 2026 revenue of $4.02 billion, up 39.2% year over year. The company exceeded analysts’ revenue expectations for the quarter. Adjusted EPS was $3.45, also above expectations,…
News · 2026-09-03
- Revenue Performance and MixImportance 57 · Surprise 38Analog Devices reported second-quarter 2026 revenue of $4.02 billion, up 39.2% year over year. The company exceeded analysts’ revenue expectations for the quarter. Adjusted EPS was $3.45, also above expectations,…
News · 2026-09-02
- Revenue Performance and MixImportance 57 · Surprise 38Analog Devices reported second-quarter 2026 revenue of $4.02 billion, up 39.2% year over year. The company exceeded analysts’ revenue expectations for the quarter. Adjusted EPS was $3.45, also above expectations,…
- Dividend DeclarationImportance 13 · Surprise 6Analog Devices declared a quarterly dividend of $1.10 per share. The dividend was reported alongside second-quarter 2026 revenue of $4.02 billion and adjusted EPS of $3.45. The declaration represents a recurring cash…
News · 2026-09-01
- Guidance / OutlookImportance 75 · Surprise 60Analog Devices reportedly guided to approximately US$4.3 billion in revenue for the fourth quarter of fiscal 2026. The guidance indicates management expects continued near-term momentum following the company’s…
- Revenue Performance and MixImportance 57 · Surprise 38Analog Devices reported quarterly revenue of $4.02 billion, up 39.2% year over year. The reported revenue exceeded quarterly expectations. The digest does not provide segment or geographic revenue breakdowns, so mix…
- Net Income and ProfitabilityImportance 31 · Surprise 6Analog Devices reported Q3 2026 net income of $1,340.09 million. Quarterly EPS was $3.45, and the company exceeded quarterly earnings expectations. The digest provides no gross-margin or operating-margin figures and…
- Stock Repurchase ProgramImportance 28 · Surprise 42Analog Devices completed a significant share buyback program during the reported Q3 2026 results period. The digest does not disclose the repurchase amount, number of shares retired, authorization balance, or execution…
- Dividend DeclarationImportance 13 · Surprise 6Analog Devices declared a quarterly dividend of $1.10 per share. The dividend was reported alongside Q3 2026 results and Q4 revenue guidance. The digest does not state the declaration date, record date, payment date,…
News · 2026-08-31
- Quarterly Results and DividendImportance 57 · Surprise 38Analog Devices reported quarterly adjusted EPS of $3.45, exceeding analyst expectations. Quarterly revenue reached $4.02 billion, up 39.2% year over year and above estimates. The company declared a quarterly dividend…
- Market Demand TrendsImportance 42 · Surprise 64The global analogue computing market is projected to grow from $0.58 billion in 2025 to $1 billion by 2030, representing approximately 72% expansion. Demand is being driven by energy-efficient, high-performance…
- Dividend DeclarationImportance 13 · Surprise 6Analog Devices declared a quarterly dividend of $1.10 per share. The reported dividend represents a recurring shareholder-return commitment, although the digest provides no payment date or aggregate cash amount. The…
News · 2026-08-26
- Guidance / OutlookImportance 47 · Surprise 60Analog Devices provided optimistic guidance for the third quarter of 2026 following its second-quarter earnings call. Management attributed the outlook to strong demand in data center and industrial markets. Analysts…
- Revenue Performance and MixImportance 38 · Surprise 6Analog Devices reported quarterly revenue of $4.02 billion and EPS of $3.45, exceeding Wall Street expectations. Demand was strongest in data center, industrial, and automotive markets. Management identified its…
- Products and TechnologyImportance 31 · Surprise 42Management highlighted Analog Devices’ grid-to-chip strategy as a key success factor in its recent performance. The strategy and related R&D investments position the company to participate in data center and industrial…
- Strategic InitiativesImportance 31 · Surprise 42Management highlighted Analog Devices’ grid-to-chip strategy as a key strategic initiative during the second-quarter earnings call. The strategy was discussed alongside research and development investments and…
- End-Market Demand TrendsImportance 20 · Surprise 24Analog Devices reported strong demand in data center and industrial markets during its second quarter. Management characterized growth sustainability as a mix of secular and cyclical factors, with analysts specifically…
- Dividend DeclarationImportance 13 · Surprise 6Analog Devices declared a quarterly dividend of $1.10 per share. The dividend was reported alongside quarterly revenue of $4.02 billion and EPS of $3.45. The company’s dividend announcement accompanied results that…
News · 2026-08-25
- Revenue Performance and MixImportance 37 · Surprise 6Analog Devices reported second-quarter revenue of $4.02 billion, according to third-party reporting. The company exceeded quarterly expectations, with reported earnings of $3.45 per share. The digest provides no…
- AI Data Center DemandImportance 23 · Surprise 24Analog Devices is being positioned as an indirect beneficiary of AI infrastructure investment. Its hardware manages power distribution in data centers, helping prevent overheating and potential chip damage. The report…
- End-Market Demand TrendsImportance 20 · Surprise 24Analog Devices' automotive business is reported to be growing faster than the overall vehicle market. Demand is being driven by advanced driver-assistance systems (ADAS), automotive infotainment and electric…
- Dividend DeclarationImportance 13 · Surprise 6Analog Devices declared a quarterly dividend of $1.10 per share. The dividend was reported alongside second-quarter revenue of $4.02 billion and earnings of $3.45 per share. The digest does not state the payment date,…
News · 2026-08-24
- Revenue Performance and MixImportance 70 · Surprise 56Analog Devices reported Q3 revenue of approximately $4.02 billion, up 39.2% year over year. Adjusted EPS was $3.45, exceeding analyst expectations alongside the revenue beat. AI and data-center applications were…
- AI Data Center DemandImportance 70 · Surprise 56Third-party reports indicate that Analog Devices’ latest quarterly growth was driven significantly by demand from AI and data-center applications. Reported year-over-year revenue growth of approximately 39.2% exceeds…
- Guidance / OutlookImportance 47 · Surprise 60Analog Devices provided optimistic fourth-quarter 2026 revenue and margin guidance following its latest quarterly report. Third-party coverage attributed the outlook partly to accelerating demand in AI and data-center…
- Interest Rate EnvironmentImportance 8 · Surprise 6Third-party coverage cited rising U.S. Treasury yields as a macro risk for Analog Devices. Higher yields could increase the discount rate applied to the company’s expected cash flows and reduce tolerance for execution…