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TXN Revenue by Segments

Revenue by Segments

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In Q3'25, Texas Instruments' (TXN) Analog segment generated $3.73B in revenue, marking a recovery from the prior quarter's $3.21B in Q1'25 but still below the peak of $4.05B in Q4'24. The Embedded Processing segment contributed $709M, showing stability after a notable spike to $2.04B in the previous Q3'25 data point (potentially an outlier or adjustment). The Other segment added $304M, reflecting modest growth from $212M in Q1'25, with total revenue reaching $4.74B for the period. Over the timeframe from Q1'23 to Q3'25, the Analog segment has exhibited volatility with an overall downward trend from an average of ~$3.3B in 2023 to a low of $2.84B in Q1'24, followed by a rebound to $4.05B in Q4'24 driven by seasonal demand, before stabilizing around $3.2B-$3.7B in 2025. Embedded Processing revenues declined steadily from $832M in Q1'23 to $615M in Q2'24 amid market challenges, then surged to $1.45B in Q4'24 and showed inconsistent patterns in 2025, underscoring its sensitivity to cyclical factors. The Other segment remained a minor contributor, fluctuating between $173M and $833M with no clear dominant trend, while Analog consistently accounted for over 75% of total revenue, highlighting its pivotal role in TXN's segment distribution.