Analog Devices Inc
ADIQ4 2022Estimated1% AI
AI Revenue %
1%
AI Fair Value
$676.5M
AI Revenue (Q)
$31.1M
Total Revenue (Q)
$3.1B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
FY2022 annual 10-K describes ADI as providing building blocks to 'sense, measure, interpret, connect and power' at 'The Third Wave of Information and Communications Technology' characterized by 'ubiquitous sensing, hyper-scale and edge computing and pervasive connectivity.' No mention of AI or artificial intelligence in the filing. Revenue segments: Industrial, Automotive, Communications, Consumer. No AI-specific breakout. AI data center was still early-stage for analog companies in late 2022. Maintaining 1% estimate based on small wireline optical and power management content going to cloud/hyperscale customers.
Analyzed by claude-opus-4-6
Quoted Figures
The Third Wave of Information and Communications Technology, as we refer to it at Analog Devices, is characterized by ubiquitous sensing, hyper-scale and edge computing and pervasive connectivity.
10-K for FY ended October 29, 2022 — Item 1. Business
AI Products Identified (Ring 1)
High-speed data converters for optical networkingPower management ICs for data center serversRF ICs for wireline 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 applicationsEdge computing signal processing
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix