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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Tore Svanberg | Stifel | 9 questions · 0% challenging |
| Vivek Arya | Bank of America | 8 questions · 0% challenging |
| Stacy Rasgon | Bernstein | 8 questions · 38% challenging |
| Joshua Buchalter | TD Cowen | 8 questions · 13% challenging |
| Joe Moore | Morgan Stanley | 6 questions · 0% challenging |
| Harlan Sur | JPMorgan | 5 questions · 0% challenging |
| Chris Danely | Citigroup | 5 questions · 20% challenging |
| Tim Arcuri | UBS | 4 questions · 0% challenging |
| Chris Caso | Wolfe Research | 4 questions · 0% challenging |
| Ross Seymore | Deutsche Bank | 3 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Stifel | 1 analyst | 9 questions · 0% challenging |
| Bank of America | 1 analyst | 8 questions · 0% challenging |
| TD Cowen | 1 analyst | 8 questions · 13% challenging |
| Bernstein | 1 analyst | 8 questions · 38% challenging |
| Morgan Stanley | 1 analyst | 6 questions · 0% challenging |
| JPMorgan | 1 analyst | 5 questions · 0% challenging |
| Citigroup | 1 analyst | 5 questions · 20% challenging |
| Wolfe Research | 1 analyst | 4 questions · 0% challenging |
On June 23, 2026, Analog Devices identified unauthorized access to certain company systems, activated its incident response protocols, engaged external cybersecurity experts, and notified law enforcement. Operations were not interrupted. Certain files were exfiltrated; the scope remains under review and the data has not been publicly released to the company's knowledge. The company does not believe the incident is reasonably likely to materially impact its business or financial condition. Separately, on July 26, 2026, it became aware of an unrelated cyber matter.
What each event means for ADI’s sentiment score is part of Tellvest Pro.
ADI delivered record Q2 results with revenue of $3.62 billion (+37% YOY) and adjusted EPS of $3.09, both exceeding the high end of guidance. Growth was led by industrial (+56% YOY) driven by aerospace and defense, ATE, and broad market recovery, alongside data center communications surging more than 90% YOY on optical and power demand. The automotive segment reached a record quarter with BMS returning to double-digit YOY growth for the first time in two years, and management announced the Empower Semiconductor acquisition to extend its vertical power delivery platform for AI accelerators. Operating margin expanded 780 basis points to 49%, with Q3 guided at $3.9 billion revenue midpoint implying continued above-seasonal growth.
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 |
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.44B | -10.1% | $0.96 | -4.0% | 58.0% | 23.3% | 19.6% | $885M |
| FY2025 Q1 | $2.42B | -3.6% | $0.78 | -16.1% | 59.0% | 20.3% | 16.1% | $978M |
| FY2025 Q2 | $2.64B | +22.3% | $1.14 | +86.9% | 61.0% | 25.7% | 21.6% | $729M |
| FY2025 Q3 | $2.88B | +24.6% | $1.04 | +31.6% | 62.1% | 28.4% | 18.0% | $1.09B |
| FY2025 Q4 | $3.08B | +25.9% | $1.60 | +66.7% | 63.1% | 30.7% | 25.6% | $1.49B |
| FY2026 Q1 | $3.16B | +30.4% | $1.69 | +116.7% | 64.7% | 31.5% | 26.3% | $1.26B |
| FY2026 Q2Selected | $3.62B | +37.2% | $2.40 | +110.5% | 67.3% | 38.1% | 32.5% | $734M |
| FY2026 Q3 | $4.02B | +39.6% | $2.74 | +163.5% | 67.3% | 40.1% | 33.3% | $1.46B |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Calendar quarter Q2 2026Earnings call May 20, 2026
FY2026 Q2 in brief
ADI delivered record Q2 results with revenue of $3.62 billion (+37% YOY) and adjusted EPS of $3.09, both exceeding the high end of guidance.
Newest quarter FY2026 Q3 is part of Pro · see what Pro adds →
GAAP revenue YoY +37.3% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Analog Devices (ADI), FY2026 Q2: 9/10. Scores: Analog Devices’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: ADI daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
What ADI said about other companies on its FY2026 Q2 call, and what other companies said about ADI on their calls covering the same calendar quarter (Q2 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“let me speak briefly about our planned acquisition of Empower Semiconductor, which will further augment our power technology portfolio and provide the final piece of our comprehensive grid-to-core power platform”
ADI's planned acquisition of Empower Semiconductor adds integrated voltage regulator and silicon-capacitor IP for vertical power delivery, expanding ADI's TAM in the AI accelerator space.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| ADIAnalog Devices | 9 | +37.3% | ADI delivered record Q2 results with revenue of $3.62 billion (+37% YoY) and adjusted EPS of $3.09, both exceeding the high end of guidance | |
| ALABAstera Labs, Inc. Common Stock | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| AMDAdvanced Micro Devices, Inc. | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| ARMArm Holdings | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| AVGOBroadcom Inc. | 10 | +47.9% | Broadcom delivered a blowout quarter, with total revenue reaching a record $22.2 billion, up 48% year on year, powered by AI semiconductor revenue of $10.8 billion that grew 143% | |
| CRDOCredo Technology Group Holding Ltd | 10 | +157.0% | Credo closed fiscal 2026 with record fourth-quarter revenue of $437 million, up 157% year over year and above guidance, as AI-infrastructure demand for its active electrical cables and optical connectivity accelerated | |
| INTCIntel Corporation | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| MCHPMicrochip Technology | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| MPWRMonolithic Power Systems | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| MRVLMarvell Technology | 10 | +27.6% | Marvell delivered record revenue of $2.418 billion (+28% YoY) in FY2027-Q1, powered by data center strength at $1.8 billion representing 76% of total revenue | |
| MUMicron Technology, Inc. | 9 | +345.7% | Micron posted a fifth consecutive record quarter, with revenue of $41.5 billion up 346% year over year and 74% sequentially as the AI-driven memory shortage pushed DRAM prices up in the low 60s percentage range | |
| NVDANVIDIA Corporation | 9 | +85.2% | NVIDIA delivered record revenue of $82 billion, up 85% year over year, driven by sustained Blackwell architecture demand across hyperscalers, AI native clouds, and sovereign deployments | |
| NXPINXP Semiconductors | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| ONON Semiconductor | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| QCOMQualcomm | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| SWKSSkyworks Solutions | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| TSMTaiwan Semiconductor Manufacturing Company Limited | 9 | +36.0% | Taiwan Semiconductor delivered another record quarter, with Q2 2026 revenue of $40.2 billion landing at the high end of guidance as HPC climbed 20% sequentially to 66% of revenue on extremely robust AI demand | |
| TXNTexas Instruments | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro |
ADI delivered record Q2 results with revenue of $3.62 billion (+37% YoY) and adjusted EPS of $3.09, both exceeding the high end of guidance
Newest quarter — available with Pro
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Newest-quarter details for 11 peers (score, revenue, headline, themes and macro signals) are available with Pro.
| Company | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|
| ADI | 4 | 9 | 9 | 9 | 9 | 9 |
| ALAB | 8 | 8 | 8 | 8 | 9 | Newest quarter — available with Pro |
| AMD | 9 | 9 | 9 | 9 | 9 | Newest quarter — available with Pro |
| ARM | 9 | 7 | 9 | 7 | 7 | Newest quarter — available with Pro |
| AVGO | 9 | 9 | 10 | 10 | 9 | 10 |
| CRDO | 10 | 10 | 10 | 10 | 10 | 10 |
| INTC | 5 | 5 | 5 | 4 | 6 | Newest quarter — available with Pro |
| MCHP | 1 | 2 | 3 | 9 | 9 | Newest quarter — available with Pro |
| MPWR | 9 | 9 | 8 | 8 | 10 | Newest quarter — available with Pro |
| MRVL | 9 | 9 | 9 | 10 | 10 | 10 |
| MU | 9 | 9 | 9 | 9 | 9 | 9 |
| NVDA | 8 | 8 | 8 | 8 | 10 | 9 |
| NXPI | 2 |
Newest quarter — available with Pro
Broadcom delivered a blowout quarter, with total revenue reaching a record $22.2 billion, up 48% year on year, powered by AI semiconductor revenue of $10.8 billion that grew 143%
Credo closed fiscal 2026 with record fourth-quarter revenue of $437 million, up 157% year over year and above guidance, as AI-infrastructure demand for its active electrical cables and optical connectivity accelerated
Newest quarter — available with Pro
Newest quarter — available with Pro
Newest quarter — available with Pro
Marvell delivered record revenue of $2.418 billion (+28% YoY) in FY2027-Q1, powered by data center strength at $1.8 billion representing 76% of total revenue
Micron posted a fifth consecutive record quarter, with revenue of $41.5 billion up 346% year over year and 74% sequentially as the AI-driven memory shortage pushed DRAM prices up in the low 60s percentage range
NVIDIA delivered record revenue of $82 billion, up 85% year over year, driven by sustained Blackwell architecture demand across hyperscalers, AI native clouds, and sovereign deployments
Newest quarter — available with Pro
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Taiwan Semiconductor delivered another record quarter, with Q2 2026 revenue of $40.2 billion landing at the high end of guidance as HPC climbed 20% sequentially to 66% of revenue on extremely robust AI demand
Newest quarter — available with Pro
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| 4 |
| 7 |
| 7 |
| Newest quarter — available with Pro |
| ON | 1 | 1 | 2 | 2 | 6 | Newest quarter — available with Pro |
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| QCOM | 9 | 8 | 7 | 5 | 3 | Newest quarter — available with Pro |
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| SWKS | 2 | 5 | 7 | 4 | 3 | Newest quarter — available with Pro |
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| TSM | 9 | 9 | 9 | 9 | 9 | 9 |
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| TXN | 6 | 9 | 6 | 7 | 9 | Newest quarter — available with Pro |
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