"CEO Haviv Ilan disclosed that 'data center grew around 70% year on year and mid-single digits sequentially' in Q4, reaching $1.5 billion for full-year 2025, up 64% year over year and representing 9% of total revenue."
"Ilan said he expects data center to 'continue to grow in Q1' and noted TXN 'left the year at about $450 million a quarter revenue footprint' in that segment."
"The shortfall in EPS was partly mechanical, with rising depreciation from the 300mm manufacturing expansion compressing net income even as revenue and operating cash flow climbed."
Texas Instruments reported Q1 2026 results with revenue of $4.423 billion, a 10.38% increase year over year. EPS was $1.27, slightly below estimates. The data center segment grew 70% year on year, reaching $1.5 billion for 2025, marking a significant shift for the company. Despite rising depreciation from manufacturing expansion impacting net income, the stock has risen 65.21% over the past year. Management's guidance for Q1 2026 estimates revenue between $4.32 billion and $4.68 billion, with a 73% probability of beating expectations based on current market predictions.
Read at 24/7 Wall St.
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