Texas Instruments on April 22 reported $4.8 billion in Q1 revenue, up 9% from Q4 and a 19% increase year over year. Data center and industrial demand drove revenue, which exceeded the company’s Q1 guidance.

President and CEO Haviv Ilan said that over the past 12 months, the company has invested $3.9 billion in research and development and selling, general and administrative expenses, and put $4.1 billion toward capital expenditures.

Texas Instruments’ latest earnings report builds on the company’s strong fourth quarter last year, when it reported a 10% increase in revenue driven by data center growth. Executives reiterated that they’re seeing continued recovery in the semiconductor market.

Texas Instruments is well positioned to take advantage of this recovery “with inventory and capacity that allows us to support our customers with competitive lead times through the cycle,” llan said on the earnings call.

Operating profit was $1.8 billion, or 37% of revenue, an increase of 37% from Q1 2025. The company’s Analog segment had Q1 revenue of $3.9 billion, up 22% from the same quarter last year. The Embedded Processing segment reported $723 million in revenue, up 12% year-over-year.

Looking ahead, Senior Vice President and CFO Rafael Lizardi said on the earnings call that the company expects Q2 revenue of $5 billion to $5.4 billion.

“We will stay focused in the areas that add value in the long term,” he said. Lizardi added that the company will “continue to invest in our competitive advantages,” including “manufacturing and technology, a broad product portfolio, reach of our channels and diverse and long-lived positions.”

“We will continue to strengthen these advantages through disciplined capital allocation and by focusing on the best opportunities, which we believe will enable us to continue to deliver free cash flow per share growth over the long term,” he said.

In June 2025, Texas Instruments said it plans invested more than $60 billion in U.S. manufacturing. This includes strengthening partnerships with major U.S. firms like Apple, Ford, Medtronic, Nvidia and SpaceX. Most recently, in March, the company announced a partnership with Nvidia to accelerate the next generation of physical AI.

By: DocMemory
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