Analog Devices Inc
ADIQ4 2025Estimated5% AI
AI Revenue %
5%
AI Fair Value
$4.6B
AI Revenue (Q)
$349.2M
Total Revenue (Q)
$7.0B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
FY2025 annual 10-K (ended Nov 1, 2025) states: 'we incorporate AI capabilities across our technologies, business operations, products and services to enhance performance and drive smarter, more efficient solutions.' The Intelligent Edge description continues to include AI. ADI adopted ASU 2023-07 (enhanced segment reporting) in FY2025 but still operates as a single segment. No AI revenue breakout is provided. Full-year FY2025 saw strong recovery with broad-based growth, particularly in Communications driven by AI wireline. Based on the trajectory from Q1-Q3 FY2025 where Communications grew 40% YoY in Q3 primarily driven by AI data center wireline infrastructure, and increasing analog content per AI server (power management, optical), estimating 5% for Q4 FY2025. This reflects the continued ramp of AI data center infrastructure spending and ADI's growing content in optical networking and power management for AI workloads.
Analyzed by claude-opus-4-6
Quoted Figures
we incorporate AI capabilities across our technologies, business operations, products and services to enhance performance and drive smarter, more efficient solutions.
10-K for FY ended November 1, 2025 — Item 1. Business
The Intelligent Edge is characterized by ubiquitous sensing, hyper-scale and edge computing, artificial intelligence (AI) and pervasive connectivity.
10-K for FY ended November 1, 2025 — Item 1. Business
AI Products Identified (Ring 1)
High-speed ADCs/DACs for 800G/1.6T/3.2T 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 fusionEdge AI signal processing ICs
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 management and automationAutomotive connectivity and ADASConsumer AI-enabled devices
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix