Analog Devices Inc
ADIQ1 2023Estimated1.5% AI
AI Revenue %
1.5%
AI Fair Value
$1.0B
AI Revenue (Q)
$48.7M
Total Revenue (Q)
$3.2B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2023 (ended Jan 28, 2023) total revenue $3,249,630K. Communications segment $487,986K (15%). No AI mention in filing. Revenue growth was broad-based across Industrial (+26%) and Automotive (+29%). The generative AI boom (ChatGPT launched Nov 2022) was just beginning to drive data center infrastructure orders. Analog content in AI servers (power management, high-speed data converters for optical modules) was starting to ramp. Slight increase to 1.5% to reflect early-stage AI data center pull-through in wireline optical and power management.
Analyzed by claude-opus-4-6
Quoted Figures
Industrial $1,690,202 (52%), Automotive $718,165 (22%), Communications $487,986 (15%), Consumer $353,277 (11%). Total revenue $3,249,630.
10-Q for Q ended January 28, 2023 — Revenue Trends by End Market
AI Products Identified (Ring 1)
High-speed data converters for optical networkingPower management ICs for AI server racksRF 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 powerEdge processors
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix