Analog Device QApr26
- Revenue up 15% q/q and 37% y/y to $3.6B; passes covid peak finally; revenue up for 5 straight quarters y/y, implying full recovery; QJul to grow again- 72.5% GM guidance is likely the near-term ceiling, as factory utilization is currently maxed out- All end markets up for 5 straight quarters y/y- Industrial close to previous peak while auto ATH- seeing record demand, particularly in AI-driven data centers, Aerospace & Defense (A&D), and Automotive- acquisition of Empower Semiconductor to boost DC power semi-claims to have the industry highest ASPs (4-5x avg).- can support $20B by 2030 revenueSource: Sravan Kundojjala
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