Latest news with #RafaelLizardi
Yahoo
19-05-2025
- Business
- Yahoo
TI Chief Financial Officer Rafael Lizardi to speak at Bank of America investor conference
June 4, 2025, 11:20 a.m. Pacific time DALLAS, May 19, 2025 /PRNewswire/ -- Texas Instruments Incorporated (TI) (Nasdaq: TXN) Senior Vice President and Chief Financial Officer Rafael Lizardi will speak at the Bank of America 2025 Global Technology Conference in San Francisco on Wednesday, June 4, at 11:20 a.m. Pacific time. Lizardi will field questions from analysts and investors, as well as discuss TI's business outlook and its strategy to address key markets for its analog and embedded processing technologies and how these capabilities position the company for growth. The audio webcast for the conference can be accessed live through the Investor Relations section ( of TI's website. An archived replay will be available on the website after his remarks. About Texas Instruments Texas Instruments Incorporated (Nasdaq: TXN) is a global semiconductor company that designs, manufactures and sells analog and embedded processing chips for markets such as industrial, automotive, personal electronics, enterprise systems and communications equipment. At our core, we have a passion to create a better world by making electronics more affordable through semiconductors. This passion is alive today as each generation of innovation builds upon the last to make our technology more reliable, more affordable and lower power, making it possible for semiconductors to go into electronics everywhere. Learn more at TXN-G View original content to download multimedia: SOURCE Texas Instruments Incorporated
Yahoo
24-04-2025
- Business
- Yahoo
Texas Instruments Inc (TXN) Q1 2025 Earnings Call Highlights: Strong Revenue Growth Amid Market ...
Revenue: $4.1 billion, up 2% sequentially and 11% year-over-year. Analog Revenue: Increased 13% year-over-year. Embedded Processing Revenue: Approximately flat year-over-year. Other Segment Revenue: Grew 23% from the year-ago quarter. Gross Profit: $2.3 billion, representing 57% of revenue. Operating Expenses: $989 million, up 6% from a year ago. Operating Profit: $1.3 billion, or 33% of revenue, up 3% year-over-year. Net Income: $1.2 billion, or $1.28 per share. Cash Flow from Operations: $849 million for the quarter. Capital Expenditures: $1.1 billion for the quarter. Free Cash Flow: $1.7 billion on a trailing 12-month basis. Dividends Paid: $1.2 billion in the quarter. Stock Repurchases: $653 million in the quarter. Total Debt Outstanding: $12.95 billion with a weighted average coupon of 3.93%. Inventory: $4.7 billion, up $160 million from the prior quarter. Second Quarter Revenue Guidance: Expected to be in the range of $4.17 billion to $4.53 billion. Second Quarter EPS Guidance: Expected to be in the range of $1.21 to $1.47. Warning! GuruFocus has detected 9 Warning Signs with TXN. Release Date: April 23, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Texas Instruments Inc (NASDAQ:TXN) reported a revenue increase of 11% year-over-year, reaching $4.1 billion in the first quarter of 2025. Analog revenue grew by 13% year-over-year, indicating strong performance in this segment. The industrial market showed a broad recovery, increasing in upper single digits after seven consecutive quarters of decline. Texas Instruments Inc (NASDAQ:TXN) returned $6.4 billion to shareholders over the past 12 months through dividends and stock repurchases. The company maintains a strong balance sheet with $5 billion in cash and short-term investments, providing financial stability. Gross profit margin decreased by 90 basis points sequentially, indicating some pressure on profitability. Operating expenses increased by 6% from the previous year, which could impact overall profitability. The personal electronics market declined by mid-teens, reflecting typical seasonal trends but also indicating potential weakness in this segment. There is high uncertainty in the global market due to tariffs and geopolitical tensions, which could impact future performance. Customer inventories are at low levels across all end markets, which could pose risks if demand does not recover as expected. Q: The guidance is up 7%, better than normal seasonal trends. Is there any indication of pull-ins ahead of tariffs? A: Haviv Ilan, CEO, explained that the recovery in the industrial market is a significant factor, with customer inventories at low levels. While there is uncertainty due to tariffs and geopolitical issues, the company is cautious but does not see an immediate near-term impact on the second quarter. Q: Can you discuss the increase in inventory and its impact on gross margins? A: Rafael Lizardi, CFO, noted that gross margins benefited from higher revenue and a greater mix of industrial sales. Factory loadings were higher than expected due to strong demand, and gross margins are expected to increase slightly in the second quarter. Q: How is Texas Instruments positioned to handle potential impacts from Chinese tariffs? A: Haviv Ilan, CEO, emphasized the company's geopolitically dependable capacity and flexibility in logistics and manufacturing. TI is working closely with customers to navigate the evolving supply chain dynamics and is well-prepared to support them. Q: What is the competitive landscape in China, and how is TI responding? A: Haviv Ilan, CEO, acknowledged intensifying competition in China, particularly from local companies. TI leverages its broad product portfolio, quality, and supply chain capabilities to maintain a competitive edge and meet customer demands. Q: Can you explain the strategy behind share repurchases and the use of debt? A: Rafael Lizardi, CFO, stated that the objective is to return all free cash flow via dividends and repurchases. TI is comfortable with its current cash levels and has room to take on more debt if necessary, as they approach the end of elevated CapEx investments. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Sign in to access your portfolio
Associated Press
17-02-2025
- Business
- Associated Press
TI Chief Financial Officer Rafael Lizardi to speak at Morgan Stanley investor conference
DALLAS, Feb. 17, 2025 /PRNewswire/ -- Texas Instruments Incorporated (TI) (Nasdaq: TXN) Senior Vice President and Chief Financial Officer Rafael Lizardi will speak at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco on Wednesday, March 5, at 2:35 p.m. Pacific time. Lizardi will field questions from analysts and investors, as well as discuss TI's business outlook and its strategy to address key markets for its analog and embedded processing technologies and how these capabilities position the company for growth. The audio webcast for the conference can be accessed live through the Investor Relations section ( of TI's website. An archived replay will be available on the website after his remarks. About Texas Instruments Texas Instruments Incorporated (Nasdaq: TXN) is a global semiconductor company that designs, manufactures and sells analog and embedded processing chips for markets such as industrial, automotive, personal electronics, communications equipment and enterprise systems. At our core, we have a passion to create a better world by making electronics more affordable through semiconductors. This passion is alive today as each generation of innovation builds upon the last to make our technology more reliable, more affordable and lower power, making it possible for semiconductors to go into electronics everywhere. Learn more at
