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16:30
Jul 22 ◎

TXN FY2026 Q2 Watch

Texas Instruments Incorporated (TXN) FY2026 Q2 Earnings Call

TXN SLAB NXPI STM ▾

Haviv Ilan

Guidance is above seasonal, demand is broad across industrial, automotive, and data center, and pricing is beginning to increase after a stable first half.

"right now, as we stand in July, we see... Set up that of a stronger demand and it's broader."

TXN WATCH

Julie Knecht

Texas Instruments' acquisition of Silicon Labs assets (likely infrastructure/automotive business) is on schedule, with no change to financing plans.

"regulatory approvals are moving as planned. We still expect to close in the first half of next year."

SLAB WATCH

Haviv Ilan

TI has 'clean room space available' that can be equipped and ramped quickly, giving it unique capacity agility compared to competitors facing multi-year fab construction timelines. — TI can capitalize on demand spikes faster than peers, potentially winning share in tight supply environments without the long lead time for new fab construction.

"Even with a nice growth in Q2, we have to go back to 2022. And we are still lower than that peak, maybe five or six points lower than that 2022 peak."

NXPI WATCH STM WATCH

HIGH

16:30
Apr 22 ◎

TXN FY2026 Q1 Watch

Texas Instruments Incorporated (TXN) FY2026 Q1 Earnings Call

TXN SLAB MCHP STM NVDA ▾

Haviv Alon

Strong revenue beat and above-seasonal guidance reflect a broadening industrial recovery and sustained data center growth, supporting positive momentum into Q2.

"first quarter revenue came in above the top of the range as we saw continued acceleration in industrial and data center"

TXN WATCH

Haviv Alon

TI's acquisition of Silicon Labs signals consolidation in embedded wireless connectivity and will expand TI's portfolio with an established player.

"we announced an agreement for TI to acquire Silicon Labs. This transaction enhances our global leadership in embedded wireless connectivity"

SLAB WATCH

Haviv Alon

Pricing was stable in Q1 but may rise in H2 if demand sustains, as TI discusses new agreements with customers amid tightening OSAT capacity. — Industry-wide analog pricing could inflect upward, benefiting all analog suppliers, but TI's internal manufacturing gives it an edge in meeting demand without third-party constraints.

"if demand continues to be strong and we are monitoring the market price and there is definitely at least an average price increase in the last several months across the analog market, I think it's likely that prices may go up in the second"

MCHP WATCH STM WATCH

Haviv Alon

Data center revenue grew ~90% YoY, driven by broad portfolio and capacity to fill shortages from competitors. — TI is gaining share in data center power and signal chain, potentially displacing competitors on GPU system boards, which benefits NVDA/AMD by improving supply reliability.

"we have seen cases where our customers needed help because they had supply shortages from their other suppliers, and we come in and solve the problem"

NVDA WATCH AMD WATCH

HIGH

15:30
Jan 27 ◎

TXN FY2025 Q4 Watch

Texas Instruments Incorporated (TXN) FY2025 Q4 Earnings Call

15:30
Oct 21 ◎

TXN FY2025 Q3 Watch

Texas Instruments Incorporated (TXN) FY2025 Q3 Earnings Call

TXN ▾

Haviva Lahn

Management describes a moderate, slow recovery with cautious customer behavior; Q4 guidance is seasonally down and gross margins pressured by lower loadings, indicating a neutral-to-cautious stance.

"The overall semiconductor market recovery is continuing, though at a slower pace than prior upturns, likely related to the broader macroeconomic dynamics and overall uncertainty."

TXN WATCH

HIGH

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