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![equilyse1 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1829453676387106817.png) Equilyse [@equilyse1](/creator/twitter/equilyse1) on x XXX followers
Created: 2025-07-23 11:34:36 UTC

$TXN: Texas Instruments reported strong Q2 2025 earnings, with revenue up XX% year-over-year to $XXX billion, fueled by growth in analog and embedded processing. While most end markets showed recovery—notably industrial, up in the upper teens year-over-year—the automotive sector lagged. Management is cautious about the near-term outlook, citing tariffs, geopolitics, and potential inventory normalization impacting Q3 guidance of $XXXX to $XXXX billion.

Tariffs and geopolitical tensions continue to influence supply chains. China saw impressive growth, up XX% year-over-year, but some demand may be inventory-driven. Gross margins are expected to remain flat in Q3. The company is committed to returning all free cash flow to owners, benefiting from recent U.S. tax law changes.

TI is bullish on AI, with its data center business growing over 50%. While current presence is mainly general-purpose, they're expanding into application-specific solutions from their Sherman, Texas facility, expecting growth in 2026 and beyond.

![](https://pbs.twimg.com/media/Gwig1b4W0AAVbuB.png)

XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947983681542389823/c:line.svg)

**Related Topics**
[tariffs](/topic/tariffs)
[automotive](/topic/automotive)
[$txn](/topic/$txn)
[texas instruments](/topic/texas-instruments)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/equilyse1/status/1947983681542389823)

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equilyse1 Avatar Equilyse @equilyse1 on x XXX followers Created: 2025-07-23 11:34:36 UTC

$TXN: Texas Instruments reported strong Q2 2025 earnings, with revenue up XX% year-over-year to $XXX billion, fueled by growth in analog and embedded processing. While most end markets showed recovery—notably industrial, up in the upper teens year-over-year—the automotive sector lagged. Management is cautious about the near-term outlook, citing tariffs, geopolitics, and potential inventory normalization impacting Q3 guidance of $XXXX to $XXXX billion.

Tariffs and geopolitical tensions continue to influence supply chains. China saw impressive growth, up XX% year-over-year, but some demand may be inventory-driven. Gross margins are expected to remain flat in Q3. The company is committed to returning all free cash flow to owners, benefiting from recent U.S. tax law changes.

TI is bullish on AI, with its data center business growing over 50%. While current presence is mainly general-purpose, they're expanding into application-specific solutions from their Sherman, Texas facility, expecting growth in 2026 and beyond.

XX engagements

Engagements Line Chart

Related Topics tariffs automotive $txn texas instruments stocks technology

Post Link

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