Texas Instruments Inc.

Semiconductors • Technology • Dallas, TX, United States • TXN (NMS)

Quarter: Q3 2025 Reported: July 22, 2025 Sentiment: Neutral

Texas Instruments Incorporated designs, manufactures, and sells semiconductors to electronics designers and manufacturers in the United States, China, rest of Asia, Europe, Middle East, Africa, Japan, and internationally. The company operates through Analog and Embedded Processing segments. The Analog segment offers power products to manage power requirements across various voltage levels, including battery-management solutions, DC/DC switching regulators, AC/DC and isolated controllers and converters, power switches, linear regulators, voltage references, and lighting products. This segment provides signal chain products that sense, condition, and measure signals to allow information to be transferred or converted for further processing and control, including amplifiers, data converters, interface products, motor drives, clocks, and logic and sensing products. The Embedded Processing segment offers microcontrollers, processors, wireless connectivity, and radar products; and applications processors for specific computing activity. This segment offers products for use in various markets, such as industrial, automotive, personal electronics, communications equipment, enterprise systems, calculators, and others. It provides DLP products primarily for use in project high-definition images; calculators; and application-specific integrated circuits. The company markets and sells its semiconductor products through direct sales and distributors, as well as through its website. Texas Instruments Incorporated was founded in 1930 and is headquartered in Dallas, Texas.

Analysis Summary

The provided SEC 8-K filing from Texas Instruments (TXN) confirms the release of its second-quarter 2025 operating results and financial condition on July 22, 2025. The announcement, attached as Exhibit 99, explicitly references the inclusion of non-GAAP financial measures, such as free cash flow and related ratios. The company states these non-GAAP metrics are utilized to provide supplemental insight into its liquidity, cash-generating capabilities, and the amount of cash potentially available for shareholder returns, emphasizing their importance alongside comparable GAAP measures. A reconciliation to the most directly comparable GAAP measures is noted as being available in the 'Non-GAAP financial information' section of the full news release. However, this specific excerpt does not contain any detailed financial performance data, including revenue, net income, EPS, or forward-looking guidance. Consequently, a comprehensive analysis of financial performance breakdown, strategic initiatives, management commentary, competitive positioning, market trends, or specific risk factors cannot be derived from the information provided herein.

Key Highlights

• Q2 2025 results announced on July 22, 2025.
• Announcement made via an SEC 8-K filing.
• Non-GAAP financial measures, including free cash flow, were used.
• Non-GAAP measures provide insight into liquidity, cash generation, and shareholder returns.
• Reconciliation to GAAP measures is included in the full news release.
• Specific financial figures and guidance are not provided in this excerpt.

Financial Metrics

eps

revenue

guidance

net income

Stock Performance (90 Days)

Data through Dec 22, 2025

Layoff Events

Earnings Calls

Positive Signals

• Commitment to transparency via 8-K filing.
• Explicit mention and rationale for non-GAAP measures.
• Provision for reconciliation of non-GAAP to GAAP measures.

Risks & Concerns

— No specific risk factors were mentioned in this excerpt.
— Reliance on non-GAAP measures may require careful interpretation without full GAAP context.