Texas Instruments Incorporated Q4 FY2025 Earnings Call

· Earnings call transcript and AI-powered summary

Quarter Overview

  • Revenue of $4.4B, down 7% sequentially but up 10% year over year (vs. Q4 2024).
  • Analog revenue up 14% year over year; Embedded Processing up 8%; Other segment declined.
  • Management notes continued semiconductor market recovery and strong inventory positioning.
  • TI reorganized its end‑market classifications to include a new “Data Center” segment.

End Market Performance (Q4 2025 vs. Q4 2024 unless noted)

  • Industrial: Up high teens year over year; down mid‑single digits sequentially.
  • Automotive: Up upper single digits year over year; down low single digits sequentially.
  • Data Center: Up ~70% year over year; up mid‑single digits sequentially.
  • Personal Electronics: Down upper teens year over year; down mid‑teens sequentially.
  • Communications Equipment: Down low single digits year over year; down mid‑teens sequentially.

Full-Year 2025 Revenue by End Market

  • Industrial: $5.8B (33% of revenue), up 12% year over year.
  • Automotive: $5.8B (33% of revenue), up 6% year over year.
  • Data Center: $1.5B (9% of revenue), up 64% year over year.
  • Personal Electronics: $3.7B (21% of revenue), up 7% year over year.
  • Communications Equipment: ~$500M (3% of revenue), up ~20% year over year.

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Mike Beckman: Welcome to the Texas Instruments Fourth Quarter 2025 Earnings Conference Call. I'm Mike Beckman, of Investor Relations. I'm joined by our Chairman, President and Chief Executive Officer, Haviv Ilan, and our Chief Financial Officer, Rafael R. Lizardi. For any of you who missed the release, you can find it on our website at ti.com/ir. This call is being broadcast live over the web and can be accessed through our website. In addition, today's call is being recorded and will be available via replay on our website. This call will include forward-looking statements that involve risks and uncertainties that could cause Texas Instruments' results to differ materially from management's current expectations. We encourage you to review the notice regarding forward-looking statements contained in the earnings release published today as well as Texas Instruments' most recent SEC filings for a more complete description. I would like to provide you some information that is important for your calendars. On Tuesday, February 24 at 10 AM Central Time, we will have our capital management call. Similar to what we've done in the past, Haviv, Rafael, and I will share our approach to capital allocation and summarize our progress as we prepare for the opportunity ahead. Moving on, today, we'll provide the following updates. First, Haviv will start with a quick overview of the quarter. Next, he will provide insight into fourth quarter revenue results and some details of what we are seei

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