ADI · 10-Q · 2026Q3 · Full report

AI Data Center Demand

ANALOG DEVICES INC · 2026-08-19 · Importance 64 · Surprise 56

Nine-month revenue increased 36% to $10,805.6 million for the period ended August 1, 2026, reflecting broad-based demand across end markets. Communications revenue increased to $1,659.6 million from $965.0 million, with the data center sub-market producing the strongest growth. Management attributed this growth to artificial-intelligence-related infrastructure investments and reported particularly strong Industrial growth in test equipment and aerospace and defense.