Analog Devices Inc
ADIQ3 2024Estimated2.5% AI
AI Revenue %
2.5%
AI Fair Value
$2.2B
AI Revenue (Q)
$239.7M
Total Revenue (Q)
$9.6B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2024 (ended Aug 3, 2024) total revenue $2,312,209K, down 25% YoY but showing sequential improvement. Communications $266,599K (12%), down 26% but recovering from Q2 trough. Consumer $316,602K (14%), first segment to show YoY growth (+3%). No explicit AI mention in the 10-Q filing. However, the sequential recovery in Communications suggests wireline/data center demand improving, likely partly AI-driven. Increasing to 2.5% to reflect recovery in AI-adjacent wireline and early signs of AI data center pull-through.
Analyzed by claude-opus-4-6
Quoted Figures
Industrial $1,058,704 (46%), Automotive $670,304 (29%), Communications $266,599 (12%), Consumer $316,602 (14%). Total revenue $2,312,209.
10-Q for Q ended August 3, 2024 — Revenue Trends by End Market
AI Products Identified (Ring 1)
High-speed data converters for optical transceivers in AI clustersPower management ICs for AI server racksSignal chain ICs for 800G/1.6T networking
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 wireline infrastructureIndustrial data center power managementEdge AI signal processing
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix