Texas Instruments Incorporated Q3 FY2026 Earnings Call

· Earnings call transcript and AI-powered summary

Texas Instruments Q3 2026 Earnings Summary

Revenue Overview

  • Revenue: $6.1 billion in Q3 2026, +11% sequentially from Q2 2026 and +28% year-over-year from Q3 2025.
  • Analog revenue: +32% YoY from Q3 2025.
  • Embedded Processing revenue: +21% YoY from Q3 2025.
  • Other segment: -6% YoY from Q3 2025.
  • Broad demand growth across all end markets and regions, driven by secular semiconductor content growth and cyclical recovery.

End Market Performance (Q3 2026 vs. Prior Periods)

  • Industrial: +>40% YoY from Q3 2025, +10% sequentially from Q2 2026; reached new peak matching Q3 2022 levels after 4 years.
  • Automotive: Mid-teens % YoY from Q3 2025, +10% sequentially from Q2 2026; strong in China and US, with hybrid/EV powertrain growing ~2x overall rate.
  • Data Center: +95% YoY from Q3 2025, +20% sequentially from Q2 2026; now ~13% of revenue, with ~10,000 part numbers and ongoing portfolio expansion.
  • Personal Electronics: Flat YoY from Q3 2025, upper-single-digit % sequentially from Q2 2026.
  • Communications Equipment: Growth both YoY from Q3 2025 and sequentially from Q2 2026.

Profitability Metrics

  • Gross profit: $3.9 billion (64% margin), +280 basis points sequentially from Q2 2026; driven by higher revenue, pricing, loadings, and product/end-market mix.

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Operator: Welcome to the Texas Instruments Third Quarter 26 Earnings Conference Call. Mike Beckman: I am Mike Beckman, Head of Investor Relations, and I am joined by our Chief Executive Officer, Haviv Ilan, and our chief financial officer, Julie C. Knecht. For any of you who missed the release, you can find it on our website at ti.com/ir. This call is being broadcast live over the web and can be accessed through our website. In addition, today's call is being recorded and will be available via replay on our This call will include forward-looking statements that involve risks and uncertainties that could cause TI's results to differ materially from management's current expectations. We encourage you to review the notice regarding forward-looking statements contained in the earnings release published today as well as most recent SEC filings for a more complete description. Today, will provide the following updates. First, Haviv will start with a quick overview of the quarter. Next, he will provide insight into third quarter revenue results, some details on what we are seeing with respect to our end markets, And lastly, Julie will cover the financial results, give an update on capital management as well as share the guidance for fourth quarter 26. With that, let me turn it over to Haviv. Haviv Ilan: Thanks, Mike. Let me start with a quick overview of the third quarter. Revenue was $6.1 billion an increase of 11% sequentially and an increase of 28% year over year. Analog and embe

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