TI 4Q25- Revenue down -7% q/q and up 10% y/y at 56

2026.01.28 10:51

TI 4Q25

- Revenue down -7% q/q and up 10% y/y at 56% GM; 1Q26 revenue to be up by 2% at mid-point (above-seasonal)

- Analog up 5 straight quarters y/y while embedded up 3 quarters

- $1.5B DC revenue (9% of tot); 7 quarters of sequential growth; tied up with hyperscaler capex; $450M exit rate; now a stand-alone business; Mostly analog (power and signal chain), with power slightly larger

Source: Sravan Kundojjala

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