Analog Devices Inc
ADIQ1 2022Estimated1% AI
AI Revenue %
1%
AI Fair Value
$658.1M
AI Revenue (Q)
$26.8M
Total Revenue (Q)
$2.7B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
ADI reports by end market (Industrial 50%, Automotive 21%, Communications 16%, Consumer 13%) as a single operating segment. No AI segment, no AI revenue disclosure, and no mention of artificial intelligence in the Q3 FY2022 10-Q. ADI's AI-relevant products include high-speed data converters for optical networking and power management ICs for data center servers, but these are bundled into Communications and Industrial segments with no breakout. AI data center spending was nascent in mid-2022 for analog chip companies. Conservatively estimating ~1% based on a small fraction of Communications wireline (optical transceiver ADCs/DACs) and Industrial data center power management content. Total revenue: $3,109,880K.
Analyzed by claude-opus-4-6
Quoted Figures
Industrial $1,555,070 (50%), Automotive $659,090 (21%), Communications $490,732 (16%), Consumer $404,988 (13%). Total revenue $3,109,880.
10-Q for Q ended July 30, 2022 — Revenue Trends by End Market
AI Products Identified (Ring 1)
High-speed data converters (ADCs/DACs) for optical networking in AI data centersPower management ICs for data center serversRF ICs for data center connectivity
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Communications segment wireline infrastructureIndustrial segment data center power managementEdge processors for industrial AI applications
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix