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Sentiment · FY2026 Q2
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“And we highlighted, for example, ADI, that's doing phenomenally well, and we had a very good -- ADI is a long- term partner with of Cadence, but we had a very good expansion in Q2.”
Cadence points to ADI's strong Q2 performance and expanded spending as an early sign of recovery in the traditional (non-AI-driven) semiconductor customer base.
“we furthered our long-standing partnership with ADI through a broad proliferation of our core EDA software, including AI- driven Cadence Cerebrus and Verisium solutions as well as system software across PCB, advanced packaging and system analysis”
Analog Devices meaningfully expanded its use of Cadence's core EDA, AI-driven, and system software tools in Q2, a positive signal of ADI's own design investment.
“we announced the strategic partnership with ADI, which will deploy UR cobots and MiR AMRs to support ADI's collaborative automation initiative”
Teradyne's Robotics division struck a strategic partnership with Analog Devices to deploy UR cobots and MiR AMRs supporting ADI's back-end semiconductor automation initiative.
“we showcased our leading capabilities in phased array, over-the-air compact antenna design and test in collaboration with analog devices”
Keysight showcased defense-related phased-array antenna design and test capabilities in collaboration with Analog Devices at the European Microwave Conference.
“Teradyne Robotics announced a strategic partnership with Analog Devices to develop and deploy robots, AI and software to support ADI's automation initiative.”
Teradyne Robotics is partnering with Analog Devices to co-develop robotics, AI and software supporting ADI's factory automation initiative, a positive signal for ADI's automation investment plans.
“when we acquired LTC and Maxim, we were able to cross-connect with all those signal processing technologies, the power tech, all the power management technology”
ADI notes acquired Linear Technology (LTC) power-management technology cross-connects with its signal processing portfolio for aerospace and defense.
“the journey for ADI in that aerospace and defense market really took off in earnest when we acquired Hittite. And we got Hittite's really high-quality RF and microwave portfolio, which is central to all the communications activities right across the aerospace and defense market”
ADI credits the acquired Hittite RF/microwave portfolio as central to its record aerospace and defense business.
“when we acquired Maxim, we saw tremendous complementarity in terms of some technology niches that Maxim filled, particularly in areas like power”
ADI describes strong revenue synergies from its Maxim Integrated acquisition, tracking toward a $1 billion synergy target with complementary power and connectivity technology.
“Simultaneously, we're collaborating with NVIDIA on a range of digital twin simulation programs and reference designs for humanoid and other robotic systems to accelerate development and AI training for our customers.”
ADI is collaborating with NVIDIA on digital-twin simulation and reference designs (including Isaac Sim) for humanoid robotics, a read-through for NVIDIA's robotics/AI-simulation stack.
“Our solutions for precision positioning and dynamic motion control are helping Teradyne increase their value proposition to the logistics industry through higher performance cobots and autonomous mobile robots or AMRs.”
ADI's precision and motion-control content is designed into Teradyne Robotics' cobots and AMRs, a positive read-through for Teradyne's robotics business.
“we deepened partnerships with trusted foundries around the world including securing additional 300-millimeter fine pitch technology capacity at TSMC's Japan subsidiary”
ADI cites TSMC's Japan subsidiary as a source of additional advanced-node foundry capacity, part of a deepened supply partnership that improves ADI's manufacturing resilience.
“Notably, we added to our portfolio of connectivity solutions by launching our Ethernet to the Edge bus solution, or U2B, which is an enabler of the software-defined vehicle vision. And out of the gate, we have design wins with several major OEMs, including BMW.”
BMW is among the major automakers that have already awarded design wins for ADI's new U2B connectivity solution supporting software-defined vehicles.
“We also expanded our foundry partnership with TSMC earlier this year to secure additional 300-millimeter fine-pitched technology capacity at their Japan fab.”
ADI expanded its foundry capacity agreement with TSMC at its Japan fab, part of ADI's hybrid manufacturing strategy, a modest positive demand signal for TSMC's advanced-node foundry business.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Tore Svanberg | Stifel | 8 (0%) |
| Vivek Arya | Bank of America | 7 (0%) |
| Joshua Buchalter | TD Cowen | 7 (14%) |
| Stacy Rasgon | Bernstein | 7 (43%) |
| Joe Moore | Morgan Stanley | 6 (0%) |
| Chris Danely | Citigroup | 5 (20%) |
| Harlan Sur | JPMorgan | 4 (0%) |
| Chris Caso | Wolfe Research | 4 (0%) |
| Tim Arcuri | UBS | 4 (0%) |
| Ross Seymore | Deutsche Bank | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Stifel | 1 | 8 (0%) |
| Bank of America | 1 | 7 (0%) |
| Bernstein | 1 | 7 (43%) |
| TD Cowen | 1 |
| 7 (14%) |
| Morgan Stanley | 1 | 6 (0%) |
| Citigroup | 1 | 5 (20%) |
| UBS | 1 | 4 (0%) |
| Wolfe Research | 1 | 4 (0%) |
ADI opened fiscal 2026 with revenue surging 30% year-over-year as EPS of $2.46 grew 51%, with AI-driven businesses reaching 20% of total revenue across data center power, communications infrastructure, and edge AI applications. Gross margin broke through 71% on favorable product mix and higher utilization while Industrial strength continued broad-based with record ATE and aerospace and defense results. Communications accelerated on AI data center demand, and management guided Q2 to $3.5 billion.
Demand | Revenue Growth | Margin | Cloud & AI | Inventory | Trade Tariffs | Innovation & R&D | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 5 | 2 | 2 | 1 | 1 | ||
| 2025Q1 | 3 | 1 | 1 | 3 | 2 | 2 | 1 | |
| 2025Q2 | 6 | 1 | 1 | 1 | 2 | 3 | 1 | 1 |
| 2025Q3 | 5 | 2 | 4 | 1 | 2 | 3 | 1 | 2 |
| 2025Q4 | 3 | 3 | 2 | 1 | 1 | 2 | ||
| 2026Q1 | 5 | 4 | 1 | 2 | 2 | 1 | 1 | |
| 2026Q2 | 3 | 3 | 3 | 2 | 1 | 1 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Demand | 3 | 3 | 6 | 5 | 3 | 5 | 3 |
| Revenue Growth | 5 | 1 | 1 | 2 | 3 | 4 | 3 |
| Margin | 2 | 1 | 4 | 2 | 1 | 3 | |
| Cloud & AI | 2 | 1 | 1 | 1 | 1 | 2 | 2 |
| Inventory | 3 | 2 | 2 | 2 | 1 | ||
| Trade Tariffs | 2 | 3 | 3 | 1 | 1 | ||
| Innovation & R&D | 1 | 2 | 1 | 1 | 2 | 1 | 1 |
| Supply Chain | 1 | 1 | 1 | 2 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ADI Analog Devices | 9 | +37.3% | |
| ALAB Astera Labs, Inc. Common Stock | 9 | +93.4% | |
| AMAT Applied Materials | 9 | +11.4% | |
| AMD Advanced Micro Devices, Inc. | 9 | +37.9% | |
| ARM Arm Holdings | 7 | +20.1% | |
| ASML ASML Holding | 9 | +13.3% | |
| AVGO Broadcom Inc. | 10 | +47.9% | |
| INTC Intel Corporation | 6 | +7.2% | |
| KLAC KLA Corporation | 7 | +11.5% | |
| LRCX Lam Research | 9 | +23.8% | |
| MCHP Microchip Technology | 9 | +35.1% | |
| MPWR Monolithic Power Systems | 10 | +26.1% | |
| MRVL Marvell Technology | 10 | +27.6% | |
| MU Micron Technology, Inc. | 9 | +345.7% | |
| NVDA NVIDIA Corporation | 9 | +85.2% | |
| NXPI NXP Semiconductors | 7 | +12.2% | |
| ON ON Semiconductor | 6 | +4.7% | |
| Q Qnity Electronics, Inc. | 10 | +17.6% | |
| QCOM Qualcomm | 3 | -3.5% | |
| SWKS Skyworks Solutions | 3 | -1.0% | |
| TER Teradyne | 9 | +87.0% | |
| TXN Texas Instruments | 9 | +18.6% |