Texas Instruments (TXN) Q4 FY25 earnings call

Texas Instruments reported Q4 FY25 results largely as expected, with strong year-over-year growth in Analog and Embedded Processing, driven by continued recovery in the industrial market and robust growth in data center. The company issued Q1 FY26 guidance that is notably above seasonal trends, citing improving orders and the increasing contribution from the data center segment. Management emphasized its strategic inventory position and advanced manufacturing capacity, particularly the ahead-of-schedule Sherman fab, to meet real-time customer demand and support long-term growth.