Analog Devices posts transcript of Q3 2026 earnings call

Reuters2026/08/19 21:05

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Transcript covered Analog Devices’ fiscal Q3 2026 earnings call; attendees included CEO Vincent Roche, CFO Richard Puccio, IR head Jeff Ambrosi.
Revenue $4.02 billion, up 11% sequentially, up 40% year over year; adjusted EPS $3.45, up 12% sequentially, up 68% year over year.
Q4 outlook: revenue $4.3 billion ± $100 million; operating margin 52% ± 100 bps; adjusted EPS $3.86 ± $0.15.
Gross margin expected to rise about 150 bps to about 74% in Q4 on mix, fixed-cost absorption, price adjustments; seasonal shutdown seen as Q1 drag.
Data center now 80% of communications revenue; management forecast multi-year strength, citing 800-volt DC shift, optical growth, expanding analog content.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Analog Devices Inc. published the original content used to generate this news brief on August 19, 2026, and is solely responsible for the information contained therein.

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Analog Devices posts transcript of Q3 2026 earnings call

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