---
title: "TI 4Q25- Revenue down -7% q/q and up 10% y/y at 56% GM; 1Q26 revenue to be up by 2% at mid-point (ab"
description: "TI 4Q25- Revenue down -7% q/q and up 10% y/y at 56% GM; 1Q26 revenue to be up by 2% at mid-point (above-seasonal)- Analog up 5 straight quarters y/y while embedded up 3 quarters- $1.5B DC revenue (9% "
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000429684.md"
published_at: "2026-01-28T10:51:38.000Z"
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203)"
---

# TI 4Q25- Revenue down -7% q/q and up 10% y/y at 56% GM; 1Q26 revenue to be up by 2% at mid-point (ab

TI 4Q25

\- Revenue down -7% q/q and up 10% y/y at 56% GM; 1Q26 revenue to be up by 2% at mid-point (above-seasonal)

\- Analog up 5 straight quarters y/y while embedded up 3 quarters

\- $1.5B DC revenue (9% of tot); 7 quarters of sequential growth; tied up with hyperscaler capex; $450M exit rate; now a stand-alone business; Mostly analog (power and signal chain), with power slightly larger

Source: Sravan Kundojjala

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.