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Analog Devices: How AI Data Centers Are Turning Into a Massive Power & Connectivity Landgrab Inside ADI’s Playbook!

Analog Devices (ADI) delivered a robust performance in its fourth quarter of fiscal year 2025, showcasing resilience and growth across all its end markets amidst challenging macroeconomic and geopolitical conditions. The reported revenue for the quarter reached $3.08 billion, representing a sequential growth of 7% and a significant year-over-year increase of 26%. ADI’s full fiscal year revenue surpassed $11 billion, up 17% from the previous year, driven by double-digit growth across its industrial, automotive, communications, and consumer segments. One of the notable strengths was the industrial sector, which comprised 46% of the fourth quarter revenues and posted a 34% year-over-year growth. This was powered by strong cyclical dynamics and secular trends in AI and infrastructure, leading to a record performance in the Automatic Test Equipment (ATE) business.