Texas Instruments (TXN) Q3 FY25 earnings call

Texas Instruments reported Q3 FY25 results largely as expected, with revenue up 14% year-over-year, driven by strong growth in Analog and Embedded segments. While the overall semiconductor market recovery is proceeding at a moderate pace, the company highlighted robust growth in the data center market. Management is adjusting wafer loadings in Q4 to optimize inventory levels, which will impact gross margins, but remains focused on long-term free cash flow per share growth and disciplined capital allocation.