Analog Devices (ADI) Q1 2026 Earnings Transcript

Our investments targeting solutions for AI's massive performance requirements are generating substantial returns in two distinct parts of ADI, our automated test equipment and data center businesses, which collectively make up close to 20% of our revenue. Now let me begin with automated test equipment or ATE. Revenue increased approximately 40% in fiscal 2025 and further accelerated in 2026, fueled by several factors. ADI's ATE portfolio sits at the heart of the most complex semiconductor production test sy ...