Overview

• Texas Instruments reported Q1 2025 revenue of $4.07 billion, an 11% year-over-year increase, exceeding the $3.91 billion consensus estimate.
• The company posted Q1 earnings per share of $1.28, beating Wall Street's forecast of $1.07 per share.
• Q2 2025 revenue is projected between $4.17 billion and $4.53 billion, above the $4.10 billion consensus, with earnings guidance also surpassing expectations.
• Sequential growth was observed across all markets except for a seasonal decline in personal electronics, signaling a cyclical recovery in demand for analog chips.
• Texas Instruments shares rose over 5% in after-hours trading, reflecting investor confidence in its performance and outlook despite ongoing macroeconomic and trade uncertainties.