Analog Devices Inc
ADIQ2 2023Estimated1.5% AI
AI Revenue %
1.5%
AI Fair Value
$1.1B
AI Revenue (Q)
$48.9M
Total Revenue (Q)
$3.3B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2023 (ended Apr 29, 2023) total revenue $3,262,930K. Communications segment $453,530K (14%), down 4% YoY attributed to 'timing of infrastructure deployment cycles.' No AI or artificial intelligence mention in the filing. The Communications decline suggests wireline/wireless mix issues unrelated to AI. Industrial remained strong at $1,744,567K (53%). Maintaining 1.5% estimate — AI data center buildout was accelerating broadly but ADI analog content was still a small share of their total.
Analyzed by claude-opus-4-6
Quoted Figures
Industrial $1,744,567 (53%), Automotive $784,775 (24%), Communications $453,530 (14%), Consumer $280,058 (9%). Total revenue $3,262,930.
10-Q for Q ended April 29, 2023 — Revenue Trends by End Market
Communications end market decreased... due to the timing of infrastructure deployment cycles.
10-Q for Q ended April 29, 2023 — MD&A Revenue discussion
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