Analog Devices Inc
ADIQ3 2025Estimated4.5% AI
AI Revenue %
4.5%
AI Fair Value
$4.1B
AI Revenue (Q)
$314.3M
Total Revenue (Q)
$7.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2025 (ended Aug 2, 2025) total revenue $2,880,348K, up 25% YoY. Communications $372,491K (13%), up 40% YoY — by far the fastest growing segment and at its highest level in over 2 years. Filing confirms: 'increases in the Communications end market are primarily driven by growth in the wireline sub-market from data center infrastructure build outs, primarily to support growth in artificial intelligence applications.' The 40% YoY growth with explicit AI attribution supports continued increase. Also notable: 9-month cumulative Communications is $985,834K, up 22% YoY. The acceleration in Q3 is pronounced. Increasing to 4.5%. Math: Comms $372.5M * ~0.65 (wireline share, increasing as AI wireline grows faster) * ~0.60 (AI share) = ~$145M. Industrial AI data center power ~$40M. Total ~$185M / $2,880,348K = ~6.4%. Conservative at 4.5% given continued uncertainty in sub-segment breakdowns, though the 40% YoY Communications growth strongly suggests AI wireline is the dominant driver.
Analyzed by claude-opus-4-6
Quoted Figures
increases in the Communications end market are primarily driven by growth in the wireline sub-market from data center infrastructure build outs, primarily to support growth in artificial intelligence applications.
10-Q for Q ended August 2, 2025 — MD&A Revenue Trends
Industrial $1,285,041 (45%), Automotive $850,619 (30%), Consumer $372,197 (13%), Communications $372,491 (13%). Total revenue $2,880,348.
10-Q for Q ended August 2, 2025 — Revenue Trends by End Market
Communications... 40% [YoY growth]
10-Q for Q ended August 2, 2025 — Revenue Trends by End Market
AI Products Identified (Ring 1)
High-speed ADCs/DACs for 800G/1.6T optical transceiversPower management ICs for AI GPU server racksSignal integrity ICs for PCIe Gen5/Gen6/CXL interconnectsWireline connectivity ICs for AI data center switchesLinear regulators and voltage references for AI accelerator boardsPrecision analog front-ends for AI sensor fusion
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 sub-market (AI data center infrastructure)Industrial data center power managementAutomotive connectivity solutionsConsumer portable AI devices
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix