Group 1 - Texas Instruments reported fourth-quarter revenue of $4.01 billion, a 2% decrease year-over-year, but above analyst consensus [1] - The company's net income for the fourth quarter was $1.21 billion, or $1.30 per share, down from $1.37 billion, or $1.49 per share, a year earlier, and also exceeded projections [1] - The earnings outlook for the first quarter is anticipated to be between 94 cents and $1.16 per share, which is below the $1.17 expected by analysts [2] Group 2 - Following the earnings report, shares of Texas Instruments fell nearly 4% in extended trading [2] - Despite the recent drop, shares had increased approximately 20% over the past year leading up to Thursday's close [2]

Financial Performance - Q4 2024 revenue was $4.01 billion, a decrease of 2% year-over-year and 3% sequentially[2] - Net income for Q4 2024 was $1.21 billion, down 12% from $1.37 billion in Q4 2023[4] - Earnings per share (EPS) for Q4 2024 was $1.30, a decline of 13% compared to $1.49 in the same quarter last year[4] - Total revenue for 2024 was $15,641 million, down 10% from $17,519 million in 2023[21] Cash Flow and Shareholder Returns - Cash flow from operations for the trailing 12 months was $6.3 billion, with free cash flow at $1.5 billion[2] - Total cash returned to shareholders in the trailing 12 months was $5.7 billion, including $4.8 billion in capital expenditures[2] - Dividends paid in the trailing 12 months amounted to $4.8 billion, reflecting a 5% increase year-over-year[6] - Free cash flow for 2024 increased by 11% to $1,498 million from $1,349 million in 2023[21] Capital Expenditures and Investments - Capital expenditures for Q4 2024 were $1.19 billion, a decrease of 5% from the previous year[5] - R&D and SG&A investments over the past 12 months totaled $3.8 billion[2] Segment Performance - Analog segment revenue for Q4 2024 was $3,174 million, a 2% increase from $3,120 million in Q4 2023[15] - Embedded Processing segment revenue for Q4 2024 decreased by 18% to $613 million from $752 million in Q4 2023[15] - Operating profit for the Analog segment in 2024 was $4,608 million, down 21% from $5,821 million in 2023[16] - Operating profit for the Embedded Processing segment in 2024 was $352 million, a 65% decrease from $1,008 million in 2023[16] Assets and Cash Position - Total assets increased to $35.51 billion in 2024, up from $32.35 billion in 2023[12] - Cash and cash equivalents at the end of Q4 2024 were $3,200 million, up from $2,964 million at the end of Q4 2023[14] Future Outlook - TI's first quarter 2025 revenue outlook is projected between $3.74 billion and $4.06 billion, with EPS guidance of $0.94 to $1.16[2] - The company expects continued challenges in the semiconductor market, particularly in industrial and automotive sectors[24]

DALLAS, Jan. 23, 2025 /PRNewswire/ -- Texas Instruments Incorporated (TI) (Nasdaq: TXN) today reported fourth quarter revenue of $4.01 billion, net income of $1.21 billion and earnings per share of $1.30. Earnings per share included a 2-cent benefit that was not in the company's original guidance. Regarding the company's performance and returns to shareholders, Haviv Ilan, TI's president and CEO, made the following comments: "Revenue decreased 3% sequentially and 2% from the same quarter a year ago. "Our c ...

Core Viewpoint - Texas Instruments is set to report earnings, with expectations of a gain of $1.19 per share on revenue of $3.86 billion, while the Whisper number suggests a gain of $1.25 per share [2] Financial Performance - The company has shown significant earnings growth from $4.26 in 2017 to $7.07 in 2023, but earnings are projected to decline to $5.10 in 2024 before increasing to $5.78 in 2025 [3] - Texas Instruments has a price to earnings (P/E) ratio of 36, which is 1.4 times that of the S&P 500 [3] Technical Analysis - The stock is currently trading approximately 10% below its 52-week high and is positioned just above its 50-day and 200-day moving averages [4] - The stock's all-time high is $220.39, and there is potential for significant movement post-earnings report [4] Company History - Texas Instruments was founded in 1930 and initially focused on seismic exploration technology before entering the semiconductor industry in 1951 [5][6] - The company has a history of innovation, including the production of the first commercial silicon transistors and the invention of the integrated circuit [6] Company Mission - The mission of Texas Instruments is to create a better world by making electronics more affordable through semiconductors [8] Company Profile - Texas Instruments designs, manufactures, and sells semiconductors, operating through Analog and Embedded Processing segments [10] - The Analog segment provides power management products and signal chain products, while the Embedded Processing segment offers microcontrollers and digital signal processors [11][12]

Earnings and Market Expectations - Texas Instruments Inc (TXN) is set to release its fourth-quarter earnings report on January 23, with significant bullish activity observed in the options market [1] - Citi analysts expect overall market expectations to decline due to weak estimates from analog chipmakers and cooling demand in personal computers [1] - The company's first-quarter forecast is anticipated to fall below expectations, driven by weak industrial demand [2] Options Market Activity - Options bulls are active, with 10,000 calls exchanged, double the intraday average volume [2] - The February 195 call is the most popular contract, with new positions being opened [2] - The options market is pricing in a next-day swing of 7.8%, more than double the 3.1% average move over the last two years [3] Stock Performance and Technical Analysis - TXN stock is up 2% at $196.20, marking its fifth win in six sessions [4] - The stock has a modest 4.5% year-to-date lead [4] - The $196 level has been a significant resistance point over the last month, with pressure from short- and long-term moving averages [4] - Historically, TXN has finished only two of its last eight post-earnings sessions higher, including a 4% gain in October [3]

Texas Instruments (TXN) is scheduled to report fourth-quarter 2024 results on Jan. 23, after market close.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Texas Instruments expects earnings per share between $1.07 and $1.29. The Zacks Consensus Estimate for fourth-quarter earnings is pinned at $1.19 per share, which indicates a year-over-year decline of 20.1%.The company anticipates revenues between $3.70 billion and $4 billion for the fourth quarter. The Zacks Consensus Estimate is pe ...

This account is managed by Noah's Arc Capital Management. Our goal is provide Wall Street level insights to main street investors. Our research focus is mainly on 20th century stocks (old economy) undergoing a 21st century transformation, but occasionally we'll write on companies that help transform 20th century firms as well. We look for innovations in a business model that will cause a stock to change dramatically. Associated with SA contributors Thomas Potter and Elijah Buell.Analyst’s Disclosure: I/we h ...

Wall Street analysts expect Texas Instruments (TXN) to post quarterly earnings of $1.19 per share in its upcoming report, which indicates a year-over-year decline of 20.1%. Revenues are expected to be $3.86 billion, down 5.4% from the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Before a company reveals its earnings, it is vital to tak ...

Group 1 - Texas Instruments declared a quarterly cash dividend of $1.36 per share, payable on February 11, 2025, to stockholders of record on January 31, 2025 [1] - Texas Instruments is a global semiconductor company that designs, manufactures, and sells analog and embedded processing chips for various markets including industrial, automotive, personal electronics, communications equipment, and enterprise systems [2] - The company's mission is to create a better world by making electronics more affordable through semiconductors, focusing on innovation that enhances reliability, affordability, and power efficiency [2]

Product Innovations - Texas Instruments introduced new integrated automotive chips, including the AWRL6844 60GHz mmWave radar sensor and AM275x-Q1 MCUs, aimed at enhancing safety and premium audio experiences in vehicles [2][3] - The AWRL6844 radar sensor supports occupancy monitoring, child presence detection, and intrusion detection with edge AI algorithms, reducing implementation costs by an average of $20 per vehicle [5][6] - The AM275x-Q1 MCUs and AM62D-Q1 processors integrate TI's C7x DSP core, enabling premium audio features like spatial audio and active noise cancellation, while reducing system complexity [7][9] Technological Advancements - The AWRL6844 radar sensor integrates four transmitters and four receivers, providing high-resolution sensing data and improving decision-making accuracy with edge AI capabilities [6] - TI's C7x DSP core achieves over four times the processing performance of other audio DSPs, enabling immersive audio experiences with features like Dolby Atmos support [10][11] - The TAS6754-Q1 audio amplifier uses 1L modulation technology, delivering Class-D performance with half the number of inductors, optimizing power consumption and audio quality [7][11] Market and Industry Impact - TI's innovations address growing driver expectations for enhanced in-cabin experiences across all vehicle models, from entry-level to luxury [4][7] - The AWRL6844 sensor helps OEMs meet 2025 Euro NCAP design requirements with 98% accuracy in occupant detection and over 90% classification accuracy in child presence detection [8] - TI's automotive audio SoCs are scalable, allowing designers to meet memory and performance needs across various vehicle systems with minimal redesign [9] CES 2025 Showcase - TI will demonstrate its semiconductor technologies at CES 2025, focusing on automation, intelligence, power efficiency, and affordability in software-defined vehicles and advanced driver-assistance systems [12] - Preproduction quantities of the AWRL6844, AM2754-Q1, AM62D-Q1, and TAS6754-Q1 are available for purchase, with evaluation modules offered for all devices [14]