ADI Earnings Prediction
The chart below shows how ADI performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ADI sees a -3.28% change in stock price 10 days leading up to the earnings, and a -0.93% change 10 days following the report. On the earnings day itself, the stock moves by +1.14%. This data can give you a slight idea of what to expect for the next quarter's release.
ADI Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
2.44B
-10.06%
5.67%
Gross Margin
50.28%
-5.42%
3.48%
Operating Margin
23.42%
-14.99%
7.53%
Net Margin
19.40%
26.47%
14.39%
EPS
0.96
-4.00%
21.52%
No Data Available
ADI Earnings Analysis
Analog Devices, Inc. Corporation (ADI.O) Earnings Conference Call
Positive
Fiscal Year 2024 Revenue: For the full fiscal year 2024, revenue finished at $9.4 billion with earnings per share of $6.38.
Operating Margin Achievement: Our business model and disciplined execution delivered an impressive 41% operating margin for the year and a free cash flow margin of 33%, up from 29% in fiscal 2023.
Strategic Investment Initiatives: We continued investing in key value generation and capture initiatives to better position ADI to solve our customers' most difficult challenges at the Intelligent Edge.
Design Win Pipeline Growth: Our design win pipeline during fiscal 2024 grew double-digits year over year, enhancing our growth prospects.
Cash and Leverage Position: We ended the quarter with approximately $2.4 billion in cash, short-term investments, and a net leverage ratio of 1.2.
Negative
Revenue Decline Analysis: Revenue of more than $9.4 billion, down from the record fiscal 2023, driven by broad-based inventory digestion and sluggish demand.
Gross Margin Analysis: Gross margin of 67.9% reflects lower revenue factory utilization and mix headwinds.
Operating Margin Improvement: Decline in revenue and gross margins were partially offset by lower operating expenses, which resulted in an operating margin of 41.1%.
Q4 Revenue Performance: Fourth quarter revenue of $2.44 billion came in above the midpoint of our outlook for a 6% sequential increase, a 10% decline year over year.
Industrial Revenue Performance: Industrial represented 44% of our fourth quarter revenue, finishing up 2% sequentially and down 21% year over year.
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ADI Earning Call Sentiment
Analog Devices, Inc. (ADI) Q4 2024 Earnings Call Transcript
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00:00
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ADI.O
-0.9%Positive
The earnings call presents a mixed picture: while there are positive signs like improved free cash flow and shareholder returns, challenges such as revenue decline in key segments, competitive pressures, and economic uncertainties persist. The Q&A reveals cautious optimism for future growth, especially in industrial recovery and AI infrastructure. However, concerns about regulatory issues and supply chain risks temper enthusiasm. The guidance aligns with previous expectations, suggesting stability but not significant short-term upside. Therefore, the stock price reaction is likely to be neutral, with limited movement expected over the next two weeks.