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Company Research10 May 2024
The Suppliers Making the iPhone Possible
An article exploring the relationship of the suppliers working with Apple to make the iPhone and other products possible.
Analog Devices (ADI) investor relations material
Analog Devices UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary2 Dec, 2025
Business performance and market trends
Achieved broad-based recovery across all end markets, with sequential growth in the second half of 2024 and more acceleration expected in 2025.
Industrial segment saw growth in all sub-markets by year-end, with automation rebounding for three consecutive quarters.
Book-to-bill ratio in industrial and communications exceeded one, supporting above-seasonal guidance for Q1.
Test business reached $800 million and aerospace/defense surpassed $1 billion in annual revenue, both benefiting from global trends and innovation.
Consumer segment experienced strong growth in 2025, driven by new design wins and expanded product portfolio.
China and geopolitical dynamics
China accounted for 26% of revenue, growing 26% year-over-year, outpacing total company growth.
China auto achieved a second consecutive record year, now representing about 30% of global auto business.
Growth in China auto driven by increased vehicle production and adoption of advanced features in lower-priced vehicles.
Company maintains a strong position in high-value, complex solutions, less exposed to local displacement.
Record R&D investment and engineering hiring support continued innovation and competitive edge.
Revenue synergies and M&A
On track to achieve $1 billion in Maxim acquisition revenue synergies by 2027, possibly earlier.
Key synergy examples include GMSL, vital signs monitoring in wearables, and power conversion for data centers.
M&A focus is on accelerating software, digital, and AI capabilities to complement analog foundation.
Maximizing existing synergies remains a primary objective, with external acquisitions considered if they align with strategic goals.
How does China auto growth defy displacement fears?
Quantify Maxim revenue synergy acceleration
Detail data center growth drivers and future outlook
Partial view of Summaries dataset, powered by Quartr API
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Next Analog Devices earnings date
Q1 202618 Feb, 2026
Next Analog Devices earnings date
Q1 202618 Feb, 2026
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Frequently asked questions
Interpreting Analog Signals
Analog Devices, sometimes referred to simply as Analog or ADI, is an American semiconductor company operating globally. Its headquarters are located in Wilmington, Massachusetts, and Analog Devices shares trade on the Nasdaq. The company designs and manufactures integrated circuits, software, and various systems that use analog, digital signals, and mixed-signal processing. They produce and sell data converter products that relay analog signals into digital data, and vice versa.
History
Analog Devices was founded by Ray Stata and Matthew Lorber in 1965. The two MIT graduates released their first product in the same year (a module used in measurement equipment). The company had its IPO in 1969 and quickly grew as it expanded its product portfolio. Since 1967, the company has published Analog Dialogue, a publication containing industry news and discussion. Today, it's published monthly on the web and in quarterly print editions and is the longest-running in-house publication in the entire industry.
The products
As previously mentioned, Analog Devices develops and manufactures various signal-processing semiconductors used in electronic equipment. Its products are used to convert and translate things such as light, temperature, motion, and similar things into digital signals. The company's products are incredibly widespread, and most people own and interact with several things in their day-to-day that contain several components supplied by Analog Devices.
Analog Devices operate in an incredibly competitive environment. When looking at the company’s peers, one finds names such as Micron Technology, Intel, Texas Instruments, and other semiconductor companies among the competition.
A Truly Global Reach
Analog Devices has around 100,000 customers in a wide range of industries, ranging from everything from communications and consumer electronics to military and automotive. The headquarters are in the US, but Analog Devices also has regional headquarters set up in Asia and Europe. The company also runs testing sites in both the US and Ireland.
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