ADI
아날로그디바이스
Source: dsi_quarterly · analyst_consensus (internal DB). DSI from quarterly filings; consensus as of collection.
Suppliers
Analog Devices
Customers
Competitors
Notes
ADI is the #2 analog chipmaker globally after Texas Instruments, with leadership in high-performance data converters and signal processing. The 2021 Maxim Integrated acquisition strengthened its automotive and data center power positions. Industrial (~50% of revenue) and automotive are its largest end markets; cyclical exposure to industrial inventory corrections is a key near-term risk.
ADI filed an 8-K disclosing a material definitive agreement (Item 1.01), which may represent a partnership, licensing deal, credit facility amendment, or similar binding contract. Full filing body not analyzed; description inferred from form + item codes. PMs should review the exhibit to assess whether this agreement materially alters ADI's capital structure, strategic partnerships, or competitive positioning in the analog/mixed-signal semiconductor space.
ADI filed an 8-K under Item 7.01 (Regulation FD), which typically accompanies a conference presentation, investor-day slide deck, or pre-announced management commentary containing forward-looking outlook or guidance. If new revenue/margin/EPS guidance is embedded, this is directly price-sensitive for a semiconductor bellwether with broad industrial, automotive, and comm-infra exposure. Item 9.01 covers supporting exhibits only. Full filing body not analyzed; description inferred from form + item codes.
ADI filed an 8-K reporting its fiscal third-quarter 2026 results (item 2.02), with supporting exhibits attached (item 9.01). Analog Devices is a bellwether for industrial and automotive analog demand; revenue and margin guidance will be closely watched for read-through to the broader analog recovery cycle. Full filing body not analyzed; description inferred from form + item codes.
ADI filed its 10-Q covering the quarter ended August 1, 2026, disclosing updated financials, segment performance, and management commentary on demand trends across industrial, automotive, and communications end markets. Full filing body not analyzed; description inferred from form + item codes. PMs should watch for signals on industrial recovery cadence and automotive/AI-driven demand, given ADI's role as a bellwether for mixed-signal semiconductors.
ADI filed an 8-K citing Item 8.01 (Other Material Events), a catch-all disclosure used when a material development does not fit a standard reporting category — possible triggers include a significant contract, regulatory action, litigation update, or strategic announcement. Full filing body not analyzed; description inferred from form + item codes. PMs should pull the actual exhibit to assess whether the event affects ADI's industrial, automotive, or communications end-market outlook.
ADI filed an 8-K disclosing a material definitive agreement (Item 1.01) that simultaneously triggers a material direct financial obligation (Item 2.03), a pairing that almost always signals a new or amended credit facility, term loan, or debt issuance. PMs should monitor the size and tenor of the obligation relative to ADI's existing balance sheet and any covenant terms that could constrain capital deployment. Full filing body not analyzed; description inferred from form + item codes.
Analog Devices filed its 10-Q for the quarter ended 2026-05-02, covering revenue, segment mix (Industrial, Automotive, Communications, Consumer), gross margin, and cash flow trends relevant to the analog/mixed-signal cycle recovery thesis. Full filing body not analyzed; description inferred from form + item codes. PMs should watch industrial book-to-bill commentary, inventory normalization, and any updated outlook impacting peers (TXN, MCHP, ON) and Korean/Taiwanese analog supply-chain plays.
8-K filed under Item 2.02 indicates ADI released quarterly results, with Item 9.01 providing supporting exhibits (typically the press release and financial tables). PMs should review revenue, segment mix (industrial, automotive, comms, consumer), gross margin trajectory, and any forward commentary as a read-through for the broader analog/semiconductor cycle. Full filing body not analyzed; description inferred from form + item codes.
ADI filed under Item 7.01 (Regulation FD), which typically accompanies investor presentations, conference commentary, or updated forward guidance, with Item 9.01 attaching supporting exhibits. PMs should check for any change to near-term revenue, gross margin, or end-market commentary (industrial, auto, comms) that could move sell-side estimates. Full filing body not analyzed; description inferred from form + item codes.
8-K covers shareholder vote outcomes from the annual meeting (5.07) alongside officer or director changes (5.02), with supporting exhibits (9.01). Full filing body not analyzed; description inferred from form + item codes. Typically routine governance unless the 5.02 change involves the CEO or CFO, which would warrant a closer look.
ADI's first-quarter fiscal 2026 10-Q (period ended Jan 31, 2026) should detail revenue, gross/operating margins, and segment trends across Industrial, Automotive, Communications, and Consumer — key reads on the analog/mixed-signal cycle relevant to Asian peers (e.g., Silicon Works, MediaTek analog exposure). Full filing body not analyzed; description inferred from form + item codes. PMs should compare book-to-bill commentary, inventory days, and any Industrial recovery signals against KR/TW analog and foundry datapoints.
Filing pairs Item 2.02 (earnings) with Item 8.01 (other material event) and Item 9.01 exhibits, indicating ADI released quarterly results alongside an additional disclosure — potentially updated guidance, capital return, or a strategic announcement. Full filing body not analyzed; description inferred from form + item codes. PMs should check headline EPS/revenue vs. consensus and parse the 8.01 item for read-throughs on auto/industrial analog demand and any Asia exposure commentary.
Filing combines Reg FD forward-looking commentary (Item 7.01) with an officer/director transition (Item 5.02) and supporting exhibits (9.01). Full filing body not analyzed; description inferred from form + item codes. PMs should watch for any revised demand outlook or capex commentary tied to analog/auto/industrial end-markets, plus whether the leadership change touches CEO/CFO.
Full filing body not analyzed; description inferred from form + item codes. ADI's FY2025 10-K should detail full-year revenue, margins, segment performance (industrial, automotive, communications, consumer), inventory levels, and capex/M&A commentary — key for PMs tracking the analog/mixed-signal cycle recovery and read-throughs to Korean/Taiwanese foundry and substrate suppliers.
Filing pairs Item 2.02 (results of operations) with Item 9.01 exhibits, indicating ADI released quarterly earnings — likely FY2025 Q4/full-year results given the late-November timing. PMs should watch industrial/auto analog demand commentary and any FY2026 outlook, which sets tone for the broader analog peer group (TXN, ON, Infineon) and downstream Asian foundry/OSAT exposure. Full filing body not analyzed; description inferred from form + item codes.