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Company updateOfficial company source
Texas Instruments Announces CFO Transition; Julie Knecht Appointed SVP and CFO Effective August 2026
Texas Instruments Incorporated announced that its Board appointed Julie Knecht to become Senior Vice President and Chief Financial Officer, effective August 1, 2026. Ms. Knecht, 54, will succeed Rafael Lizardi, who is retiring after 25 years with the Company. The Company stated that Mr. Lizardi's retirement is not related to any financial or operating results, or to any disagreements or concerns regarding financial or reporting practices or internal control over financial reporting. In connection with her appoin...
Texas Instruments Q1 2026 revenue of $4.83 billion beat prior guidance midpoint of $4.50 billion by $325 million (7.2%). Diluted EPS of $1.68 beat prior guidance midpoint of $1.35 by $0.33 (24.4%). Revenue increased 19% year-over-year driven by industrial and data center markets. The company also announced an agreement to acquire Silicon Labs for $231 per share in an all-cash transaction representing approximately $7.5 billion in enterprise value, expected to close in H1 2027.
TXN Q3 Call: Fab Loading Cuts to Pressure Q4 Margins; Data Center Emerges as Key Growth Pillar
Texas Instruments' Q3 2025 earnings call highlighted a strategic shift from inventory accumulation to disciplined inventory management, with management announcing plans to lower fab loadings in Q4 to maintain flat-to-down inventory levels. While the top-line recovery continues at a 'moderate' pace, the call was defined by the announcement of the final closure of TI's 150mm fabs and a significant restructuring of R&D operations to drive long-term efficiency. Investors were particularly focused on the breakout of...
Texas Instruments to Webcast Q1 2026 Earnings Conference Call
Texas Instruments will webcast its first quarter 2026 earnings conference call on Wednesday, April 22, 2026 at 3:30 p.m. Central time. Chairman, President and CEO Haviv Ilan, Senior VP and CFO Rafael Lizardi, and VP and Head of Investor Relations Mike Beckman will discuss the company's financial results and answer questions from the investor audience. The audio webcast will be available on the Investor Relations section of the company's website at ti.com/ir with an archived copy available after the call concludes.
Senior Vice President Hagop Kozanian to retire effective August 31, 2026
Texas Instruments announced that Hagop Kozanian, Senior Vice President, has announced his intention to retire effective August 31, 2026. The departure is disclosed under Item 5.02 of Form 8-K, which covers departure of directors or certain officers and compensatory arrangements of certain officers. The filing was signed by Katharine Kane, Senior Vice President, Secretary and General Counsel, on March 25, 2026.
Texas Instruments 2026 Annual Meeting of Stockholders Scheduled for April 16
Texas Instruments has filed its definitive proxy statement for the 2026 annual meeting of stockholders scheduled for April 16, 2026, at 8:30 a.m. Central time at 12500 TI Boulevard, Dallas, Texas. Stockholders of record as of February 23, 2026, will vote on the election of 12 director nominees, advisory approval of executive compensation, ratification of Ernst & Young LLP as independent auditors, and one stockholder proposal regarding written consent. The board has appointed Haviv Ilan as chairman effective Dece...
TXN Board Amends By-Laws with Forum Selection Provision for Legal Claims
Texas Instruments' Board of Directors approved amendments to the company's By-Laws on February 3, 2026, adding a forum selection provision that designates Delaware Court of Chancery as the exclusive forum for certain state corporate law and shareholder derivative claims, and federal district courts as the exclusive forum for claims arising under the Securities Act of 1933. The new Article XIV – Forum is attached as Exhibit 3.1 to the 8-K filing.
TXN 10-K for FY 2025 filed 2026-02-06 | Key takeaways
TXN filed its 10-K; the most relevant disclosure change is added subsequent events: TI announced acquisition of Silicon Labs for $231.00 per share (~$7.5 billion EV), expected to close in H1 2027. Customer concentration: Customer Number One represented 12% of revenue.
Texas Instruments to acquire Silicon Labs for $231 per share in $7.5 billion all-cash transaction
Texas Instruments announced it will acquire Silicon Labs for $231.00 per share in an all-cash transaction representing an enterprise value of approximately $7.5 billion. The acquisition is expected to close in the first half of 2027, subject to regulatory approvals and Silicon Labs stockholder approval. Texas Instruments expects the transaction to generate approximately $450 million in annual manufacturing and operational synergies within three years post-close and to be accretive to EPS in the first full year p...
TI to Webcast Capital Management Presentation on February 24
Texas Instruments will webcast its capital management review on Tuesday, February 24, 2026, at 10 a.m. Central time. During the webcast, Chairman, President and CEO Haviv Ilan, CFO Rafael Lizardi, and VP of Investor Relations Mike Beckman will discuss TI's strategy to maximize long-term growth of free cash flow per share, review 2025 performance against stated capital management metrics, and address management's expectations as the company prepares for future opportunities.
TXN Q4 2025 Revenue $4.423 billion, Beat Guidance by +$23.0M
TXN beat prior Q4 2025 Revenue guidance by +$23.0M. Revenue grew 10% year over year while EPS declined 2% due in part to a 6-cent reduction not in the original guidance. For full-year 2025, revenue of $17.7 billion increased 13% year over year and EPS of $5.45 rose 5% versus the prior year.
TXN 10-Q for Q3 2025 filed 2025-10-23 | Key takeaways
TXN filed its 10-Q; the most relevant disclosure change is unchanged subsequent events: No subsequent events requiring disclosure were identified in the filing. Customer concentration: United States represented 39% of revenue.
TXN Q3 2025 Revenue $4.742 billion, Beat Guidance by +$117.0M
TXN beat prior Q3 2025 Revenue guidance by +$117.0M. Net income was essentially flat year-over-year at $1.364 billion versus $1.362 billion in Q3 2024. For Q4 2025, the company guides revenue of $4.22 billion to $4.58 billion and EPS of $1.13 to $1.39.
TXN Q2 2025 Revenue $4.448 billion, Beat Guidance by +$98.0M
TXN beat prior Q2 2025 Revenue guidance by +$98.0M. Revenue increased 16% year-over-year and 9% sequentially, driven by broad recovery in industrial markets. For Q3 2025, the company guided revenue of $4.45 billion to $4.80 billion and EPS of $1.36 to $1.60.
Texas Instruments Incorporated completed a $1.2 billion notes offering, consisting of $550 million 4.500% Notes due 2030 and $650 million 5.100% Notes due 2035, pursuant to an underwriting agreement dated May 20, 2025 with Barclays Capital Inc., Morgan Stanley & Co. LLC, and MUFG Securities Americas Inc. as underwriters. The notes were priced at 99.942% and 99.961% of principal, yielding 4.513% and 5.105% respectively, with settlement on May 23, 2025.
TXN 10-Q for Q1 2025 filed 2025-04-24 | Key takeaways
TXN filed its 10-Q; prior-period comparison is limited, but the filing discloses Risk factors reference Form 10-K for year ended December 31, 2024; incorporated by reference herein.
TXN Q1 2025 Revenue $4.07 billion, Beat Guidance by +$170.0M
TXN beat prior Q1 2025 Revenue guidance by +$170.0M. Revenue increased 11% year-over-year and 2% sequentially, with net income of $1.18 billion up 7% YoY. The company issued Q2 2025 guidance for revenue of $4.17 billion to $4.53 billion and EPS of $1.21 to $1.47.
TXN 10-K for FY 2024 filed 2025-02-14 | Key takeaways
TXN filed its 10-K; the most relevant disclosure change is added customer concentration: One end customer accounted for 12% of revenue in 2024 recognized primarily in the Analog segment. Customer concentration: Customer Number One represented 12% of revenue.
TXN Q4 2024 revenue $4.01 billion, Beat Guidance by +$160.0M
TXN beat prior Q4 2024 revenue guidance by +$160.0M. Revenue declined 2% year-over-year while EPS fell 13% YoY to $1.30. For 2024 full year, revenue totaled $15.64 billion (down 11% YoY) with EPS of $5.20 (down 26% YoY). Q1 2025 guidance ranges from $3.74 billion to $4.06 billion for revenue and $0.94 to $1.16 for EPS, with the 2025 effective tax rate expected to be about 12% (down from 13%).