Analog Devices Inc
ADIQ4 2023Estimated1.5% AI
AI Revenue %
1.5%
AI Fair Value
$1.1B
AI Revenue (Q)
$46.1M
Total Revenue (Q)
$3.1B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
FY2023 annual 10-K (ended Oct 28, 2023) describes the 'Intelligent Edge' as characterized by 'ubiquitous sensing, hyper-scale and edge computing and pervasive connectivity' — still no explicit AI mention. ADI was in a cyclical downturn with Communications and Consumer weakening. Full-year Communications declined. No AI-specific disclosure anywhere. Maintaining 1.5% estimate for the quarter.
Analyzed by claude-opus-4-6
Quoted Figures
The Intelligent Edge is characterized by ubiquitous sensing, hyper-scale and edge computing and pervasive connectivity.
10-K for FY ended October 28, 2023 — 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