
TI2Q25
- Revenue up 9% q/q and 16% y/y to $4.4B at 58% GM- All end-markets up y/y; Except auto, all end markets up q/q- Tariff driven pull-ins, especially in industrial and China- y/y rev growth for 2nd straight quarter after 9 straight quarters of decline; 3Q will grow y/y as well- Embedded up y/y after 6 quarters of negative growthSource: Sravan Kundojjala
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