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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. |
|---|---|---|
| Ross Seymore | Deutsche Bank | 10 questions · 0% challenging |
| Chris Caso | Wolfe Research | 10 questions · 0% challenging |
| Stacy Rasgon | Bernstein | 10 questions · 50% challenging |
| Vivek Arya | Bank of America | 9 questions · 22% challenging |
| Tim Arcuri | UBS | 9 questions · 11% challenging |
| Harlan Sur | JPMorgan | 8 questions · 0% challenging |
| Jim Schneider | Goldman Sachs | 7 questions · 0% challenging |
| Will Stein | Truist Securities | 7 questions · 14% challenging |
| Joshua Buchalter | TD Cowen | 7 questions · 0% challenging |
| Tom O'Malley | Barclays | 7 questions · 14% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Deutsche Bank | 1 analyst | 10 questions · 0% challenging |
| Wolfe Research | 1 analyst | 10 questions · 0% challenging |
| Bernstein | 1 analyst | 10 questions · 50% challenging |
| Bank of America | 1 analyst | 9 questions · 22% challenging |
| Goldman Sachs | 2 analysts | 9 questions · 11% challenging |
| UBS | 1 analyst | 9 questions · 11% challenging |
| JPMorgan | 1 analyst | 8 questions · 0% challenging |
| TD Cowen | 1 analyst | 7 questions · 0% challenging |
No 8-K events recorded for this window.
Reporting soon: earnings call Wednesday, Oct 21
A pre-earnings brief is ready for TXN: the setup, what peers and partners said this season, and which analysts to watch.Reading it is a Tellvest Pro feature.
Calendar quarter Q1 2026Earnings call Apr 22, 2026
FY2026 Q1 in brief
Texas Instruments delivered Q1 revenue up 19% year-over-year with EPS of $1.68 as industrial recovery broadened across all sectors and data center surged on AI and power management demand.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Texas Instruments (TXN), FY2026 Q1: 9/10. Scores: Texas Instruments’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: TXN 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.
Texas Instruments delivered Q1 revenue up 19% year-over-year with EPS of $1.68 as industrial recovery broadened across all sectors and data center surged on AI and power management demand. The Silicon Labs acquisition was announced to expand the wireless portfolio, and trailing twelve-month free cash flow reached $4.4B, up from $1.7B a year earlier, as CAPEX moderated while capacity remained well-positioned. Pricing showed stabilization with potential upside in the second half, and automotive held near peak levels even as it flattened sequentially.
Demand | Margin | Competitive Dynamics | Revenue Growth | Inventory | Capex Investment | Supply Chain | Trade Tariffs | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 5 | 5 | 3 | 3 | 3 | 2 | 1 |
| 2025Q1 | 4 | 1 | 1 | 1 | 3 | 3 | 8 | |
| 2025Q2 | 11 | 3 | 2 | 4 | 3 | 2 | 2 | 3 |
| 2025Q3 | 6 | 5 | 1 | 3 | 3 | 4 | 1 | 1 |
| 2025Q4 | 10 | 3 | 4 | 3 | 4 | 2 | 4 | |
| 2026Q1 | 6 | 4 | 5 | 3 | 4 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 5 | 4 | 11 | 6 | 10 | 6 |
| Margin | 5 | 1 | 3 | 5 | 3 | 4 |
| Competitive Dynamics | 5 | 1 | 2 | 1 | 4 | 5 |
| Revenue Growth | 3 | 1 | 4 | 3 | 3 | 3 |
| Inventory | 3 | 3 | 3 | 3 | 4 | |
| Capex Investment | 3 | 2 | 4 | 2 | 4 | |
| Supply Chain | 2 | 3 | 2 | 1 | 4 | 3 |
| Trade Tariffs | 1 | 8 | 3 | 1 |
GAAP revenue YoY +18.6% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $4.01B | -1.7% | $1.30 | -12.8% | 57.7% | 34.4% | 30.1% | $806M |
| FY2025 Q1 | $4.07B | +11.1% | $1.28 | +6.7% | 56.8% | 32.5% | 29.0% | $-274M |
| FY2025 Q2 | $4.45B | +16.4% | $1.41 | +15.6% | 57.9% | 35.1% | 29.1% | $555M |
| FY2025 Q3 | $4.74B | +14.2% | $1.48 | +0.7% | 57.4% | 35.1% | 28.8% | $993M |
| FY2025 Q4 | $4.42B | +10.4% | $1.27 | -2.3% | 55.9% | 33.3% | 26.3% | $1.33B |
| FY2026 Q1Selected | $4.83B | +18.6% | $1.69 | +32.0% | 58.0% | 37.5% | 32.0% | $844M |
| FY2026 Q2 | $5.46B | +22.8% | $2.14 | +51.8% | 61.4% | 42.3% | 36.2% | $2.19B |
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).
What TXN and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we announced an agreement for TI to acquire Silicon Labs. This transaction enhances our global leadership in embedded wireless connectivity, expands TI's portfolio”
Texas Instruments announced an agreement to acquire Silicon Labs to strengthen embedded wireless connectivity; expected to close 1H27.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TXN Texas Instruments | 9 | +18.6% | |
| ADI Analog Devices | 9 | +30.4% | |
| ALAB Astera Labs, Inc. Common Stock | 9 | +93.4% | |
| AMAT Applied Materials | 5 | -2.1% | |
| AMD Advanced Micro Devices, Inc. | 9 | +37.9% | |
| ARM Arm Holdings | 7 | +20.1% | |
| ASML ASML Holding | 9 | +13.3% | |
| AVGO Broadcom Inc. | 9 | +29.5% | |
| CRDO Credo Technology Group Holding Ltd | 10 | +201.5% | |
| 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 | +22.1% | |
| MU Micron Technology, Inc. | 9 | +196.3% | |
| NVDA NVIDIA Corporation | 10 | +73.2% | |
| 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% | |
| TSM Taiwan Semiconductor Manufacturing Company Limited | 9 | +35.1% |