
Analog Devices QJan26
- Revenue up 3% q/q and 30% y/y to $3.16B at 71.2% GM; 2Q guidance ($3.5B) implies 11% sequential growth- All end markets up y/y for 4 straight quarters- DC and ATE combined now 20% of total ($2B+ run rate) with double-digit growth expected (TI's exit quarterly DC rev run-rate $450M)Source: Sravan Kundojjala
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