Core Insights - Analog Devices, Inc. (ADI) will release its financial results for the fourth quarter of fiscal year 2025 on November 25, 2025, at 7:00 a.m. Eastern time [1] - A conference call will follow the press release at 10:00 a.m. Eastern time, featuring key executives discussing the results and business outlook [1] Company Overview - Analog Devices is a global semiconductor leader that integrates analog, digital, and software technologies to drive advancements in various sectors, including digitized factories, mobility, and digital healthcare [3] - The company reported revenues exceeding $9 billion in fiscal year 2024 and employs approximately 24,000 people globally [3]

Company Overview - Intel Corporation has a market cap of $162.9 billion and is a leading provider of microprocessors and chipsets for both consumer and enterprise markets, expanding into data-centric businesses such as artificial intelligence, autonomous driving, cloud computing, and the intelligent edge [1] Financial Performance - Intel is expected to report a fiscal Q3 2025 loss of $0.12 per share, which represents an improvement of nearly 81% from a loss of $0.63 per share in the same quarter last year [2] - For fiscal 2025, analysts anticipate a loss of $0.42 per share, a recovery of 50.6% from a loss of $0.85 per share in fiscal 2024, with EPS expected to rise nearly 131% year-over-year to $0.13 in fiscal 2026 [3] Stock Performance - Over the past 52 weeks, Intel's shares have increased by 51.3%, outperforming the S&P 500 Index's 12.7% increase and the SPDR S&P Semiconductor ETF's 34.8% surge [4] Recent Developments - Despite reporting better-than-expected Q2 2025 revenue of $12.86 billion, Intel's shares fell 8.5% the following day due to an adjusted loss of $0.10 per share, which missed Wall Street's estimates, and a forecast for a steeper Q3 loss of $0.24 per share [5] - The company announced significant workforce reductions of 22% by year-end, which contributed to investor concerns [5] - Management's comments regarding potentially limiting the 18A manufacturing process to internal use and slowing or halting factory projects in Ohio, Poland, and Germany have raised additional concerns [6] Analyst Sentiment - The consensus view on Intel's stock remains cautious, with an overall "Hold" rating from analysts. Out of 41 analysts, two recommend a "Strong Buy," 33 suggest "Holds," one advises a "Moderate Sell," and five recommend "Strong Sells" [6]

Core Viewpoint - Analog Devices, Inc. will participate in the Bernstein 41st Annual Strategic Decisions Conference, where the Executive Vice President & Chief Financial Officer will discuss business topics and trends [1] Company Overview - Analog Devices, Inc. is a global semiconductor leader with a revenue exceeding $9 billion in FY24 and approximately 24,000 employees worldwide [3] - The company focuses on bridging the physical and digital worlds, enabling advancements in various sectors including digitized factories, mobility, and digital healthcare [3]

Financial Performance - Analog Devices, Inc. reported revenue of $2.64 billion for the second quarter of fiscal 2025, representing a 22% increase year-over-year from $2.16 billion in the same quarter of the previous year [3][31] - The gross margin for the quarter was $1.61 billion, with a gross margin percentage of 61.0%, up from 54.7% a year ago, reflecting a 630 basis points improvement [3][33] - Operating income increased by 76% to $678 million, with an operating margin of 25.7%, compared to 17.9% in the prior year [3][33] - Diluted earnings per share (EPS) rose 87% to $1.14, compared to $0.61 in the same quarter last year [3][33] Adjusted Results - Adjusted gross margin was $1.83 billion, with an adjusted gross margin percentage of 69.4%, up from 66.7% year-over-year [3][33] - Adjusted operating income was $1.09 billion, with an adjusted operating margin of 41.2%, compared to 39.0% in the previous year [3][33] - Adjusted diluted EPS for the quarter was $1.85, a 32% increase from $1.40 in the same quarter last year [3][34] Cash Flow and Shareholder Returns - The company generated $819 million in net cash from operating activities, representing 31% of revenue, and $729 million in free cash flow, or 28% of revenue [3][29] - Analog Devices returned $740 million to shareholders through dividends and stock repurchases during the second quarter [7][29] - A quarterly cash dividend of $0.99 per share was declared, payable on June 18, 2025 [9] Market Outlook - For the third quarter of fiscal 2025, the company forecasts revenue of $2.75 billion, with an expected operating margin of approximately 27.2% and adjusted operating margin of approximately 41.5% [5][36] - Reported EPS is anticipated to be $1.23, with adjusted EPS expected to be $1.92 [5][36] Revenue Trends by End Market - Revenue growth was observed across all end markets, with industrial revenue at $1.16 billion (44% of total revenue), automotive at $849 million (32%), consumer at $318 million (12%), and communications at $315 million (12%) [31][32] - Year-over-year growth rates for these segments were 17% for industrial, 32% for automotive, 12% for consumer, and 32% for communications [31][32]