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Company Research10 May 2024
The Suppliers Making the iPhone Possible
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Analog Devices
Analog Devices (ADI) investor relations material
Analog Devices Morgan Stanley Technology, Media & Telecom Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Technology, Media & Telecom Conference 2026 summary3 Mar, 2026
Business performance and market dynamics
Achieved nine consecutive quarters of above-seasonal performance, driven by strong ATE, aerospace/defense, data center, automotive, and diversified consumer segments.
ATE business expected to grow over 40% year-over-year in 2025, fueled by high-performance compute and memory demand.
Data center business grew 50% year-over-year in the last three quarters of 2025, benefiting from massive CapEx expansions.
Automotive segment saw back-to-back record years, with significant share gains and content growth, especially in China.
Consumer segment diversified beyond handsets, with six consecutive quarters of growth.
Cyclical and inventory trends
Broad industrial market is in a cyclical upturn, with 90% of expected parts moving and positive book-to-bill ratios across all sub-markets and geographies.
Channel inventories have been aggressively reduced, with current levels below historical norms and a shift to holding more inventory on the balance sheet.
No expectation for significant restocking; lead times remain short, and inventory management is closely aligned with operational cycle times.
Built more die bank and finished goods buffers to support strong turns business and upcycle demand.
End market and segment outlook
Aerospace and defense expected to grow above company average, supported by global spending increases and a shift to higher-value solutions.
Industrial sub-sectors like automation, energy, and healthcare remain 20% below prior peaks, indicating further room for cyclical recovery.
Automotive inventories are lean, with China driving growth and higher content opportunities as ADAS penetration increases.
Data center and communications segments are robust, with significant R&D investment in power and optical solutions, including vertical power and high-speed optical modules.
Vertical power solution's TAM expansion potential
China L2+ ADAS penetration impact on content
Impact of ADI's channel inventory strategy
Partial view of Summaries dataset, powered by Quartr API
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Next Analog Devices earnings date
Q2 202621 May, 2026
Analog Devices
Next Analog Devices earnings date
Q2 202621 May, 2026
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Frequently asked questions
Interpreting Analog Signals
Analog Devices, sometimes referred to simply as Analog or ADI, is an American semiconductor company operating globally. Its headquarters are located in Wilmington, Massachusetts, and Analog Devices shares trade on the Nasdaq. The company designs and manufactures integrated circuits, software, and various systems that use analog, digital signals, and mixed-signal processing. They produce and sell data converter products that relay analog signals into digital data, and vice versa.
History
Analog Devices was founded by Ray Stata and Matthew Lorber in 1965. The two MIT graduates released their first product in the same year (a module used in measurement equipment). The company had its IPO in 1969 and quickly grew as it expanded its product portfolio. Since 1967, the company has published Analog Dialogue, a publication containing industry news and discussion. Today, it's published monthly on the web and in quarterly print editions and is the longest-running in-house publication in the entire industry.
The products
As previously mentioned, Analog Devices develops and manufactures various signal-processing semiconductors used in electronic equipment. Its products are used to convert and translate things such as light, temperature, motion, and similar things into digital signals. The company's products are incredibly widespread, and most people own and interact with several things in their day-to-day that contain several components supplied by Analog Devices.
Analog Devices operate in an incredibly competitive environment. When looking at the company’s peers, one finds names such as Micron Technology, Intel, Texas Instruments, and other semiconductor companies among the competition.
A Truly Global Reach
Analog Devices has around 100,000 customers in a wide range of industries, ranging from everything from communications and consumer electronics to military and automotive. The headquarters are in the US, but Analog Devices also has regional headquarters set up in Asia and Europe. The company also runs testing sites in both the US and Ireland.
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