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Analog Devices, Inc. Q1 2026 Earnings Call Summary
Yahoo Finance· 2026-02-18 21:31
The company is aligning strategic investments toward five key megatrends: autonomy, proactive healthcare, sustainable energy transition, immersive sensory experiences, and AI-driven computing.Management attributes their power management success to a system-level approach that addresses power delivery (vascular system) and power control (brain) as strategic constraints in AI scaling.Data center expansion is being propelled by AI's demand for power density and faster innovation cycles, specifically benefiting ...