Read the story behind the quarter.
Income statement, balance sheet, and cash flow—connected to the customer situation, marketing choices, operating indicators, and real competitive alternatives.
Five reports to start with
ON Semiconductor FY2025 Earnings: How converting design wins, installed base, process leadership, and capacity shaped growth and margin
ON Semiconductor reported $6B in revenue and $84M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · TXNTexas Instruments FY2025 Earnings: How converting design wins, installed base, process leadership, and capacity shaped growth and margin
Texas Instruments reported $17.7B in revenue and $6B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · AMDAMD FY2025 Earnings: How converting design wins, installed base, process leadership, and capacity shaped growth and margin
AMD reported $34.6B in revenue and $3.7B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · INTCIntel FY2025 Earnings: How converting design wins, installed base, process leadership, and capacity shaped growth and margin
Intel reported $52.9B in revenue and -$2.2B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · AVGOBroadcom FY2025 Earnings: How converting design wins, installed base, process leadership, and capacity shaped growth and margin
Broadcom reported $63.9B in revenue and $25.5B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →9 earnings analyses
Primary sources · US GAAP · USD millions
ON Semiconductor FY2025 Earnings: How converting design wins, installed base, process leadership, and capacity shaped growth and margin
ON Semiconductor reported $6B in revenue and $84M in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · TXNTexas Instruments FY2025 Earnings: How converting design wins, installed base, process leadership, and capacity shaped growth and margin
Texas Instruments reported $17.7B in revenue and $6B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · AMDAMD FY2025 Earnings: How converting design wins, installed base, process leadership, and capacity shaped growth and margin
AMD reported $34.6B in revenue and $3.7B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · INTCIntel FY2025 Earnings: How converting design wins, installed base, process leadership, and capacity shaped growth and margin
Intel reported $52.9B in revenue and -$2.2B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · AVGOBroadcom FY2025 Earnings: How converting design wins, installed base, process leadership, and capacity shaped growth and margin
Broadcom reported $63.9B in revenue and $25.5B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · AMATApplied Materials FY2025 Earnings: How converting design wins, installed base, process leadership, and capacity shaped growth and margin
Applied Materials reported $28.4B in revenue and $8.3B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · QCOMQualcomm FY2025 Earnings: How converting design wins, installed base, process leadership, and capacity shaped growth and margin
Qualcomm reported $44.3B in revenue and $12.4B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · MUMicron Technology FY2025 Earnings: How converting design wins, installed base, process leadership, and capacity shaped growth and margin
Micron Technology reported $37.4B in revenue and $9.8B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →FY2025 · LRCXLam Research FY2025 Earnings: How converting design wins, installed base, process leadership, and capacity shaped growth and margin
Lam Research reported $18.4B in revenue and $5.9B in operating profit for FY2025. We connect the customer situation and business mechanism to the income statement, balance sheet, and cash flow.
Read earnings analysis →
