Semiconductors

Analog Devices

High0/2 relationships sourcedProfile verified Aug 29, 2026

30-Second Executive Brief

Executive Assessment

Analog Devices functions as an established institution within Semiconductors, backed by 0% sourcing coverage, with accelerating strategic relevance.

  • Maintains 2 mapped relationships across the graph
  • 0% sourcing coverage across sourced relationships
  • Tracked as established institution within the Semiconductors category

Executive Snapshot

Strategic Role
Established Institution
Sourcing Coverage
0%
View Methodology →

Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.

Ecosystem Influence
High
Strategic Momentum
Accelerating

Coverage

Mapped Relationships
2
Technology Domains
4

Strategic Implications

  • Central node connecting multiple strategic ecosystems
  • Directly influences technology and capital flows
  • Material relevance to downstream dependency mapping

Top Opportunities

Q4 FY2026 guidance of $4.3 billion in revenue signals continued momentum from AI-driven industrial and data-center demand.

Top Risks

Exposure to cyclical industrial and automotive capital spending, though recent growth has been broad-based across segments.

Critical Dependencies

Continue to Dependency Graph ↓

Leading US analog and mixed-signal semiconductor maker that posted its first-ever $4 billion revenue quarter in Q3 fiscal 2026 ($4.02 billion, up 40% year-over-year), with industrial revenue up 53% year-over-year and net income climbing to $1.34 billion; guided Q4 FY2026 revenue of $4.3 billion.

Leading Indicators

Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.

Steadyinsider filing activity unchanged since last check

Additional Intelligence Signals

Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.

Federal contract disclosures

Department of Defense — $705: RS232 CABLE, 9 PIN TO STD NSA FILL CONN

USAspending.gov · Mar 24, 2026

Department of Defense — $500: SCALABLE HOMELAND INNOVATIVE ENTERPRISE LAYERED DEFENSE (SHIELD) INITIAL ORDER.

USAspending.gov · Jan 21, 2026

Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

1 source

  • StockTitanAnalog Devices Q3 Earnings: Revenue $4.02B, Up 40%news

Insider Filing Activity

17Form 4 filings, trailing 90 days0 since last week's snapshot

Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Sep 7, 2026

Correlated Activity

Both Analog Devices and Infineon which it depends on — are showing accelerating Activity at the same time (1 recorded change for Infineon in the last 90 days).

Timing correlation only — not evidence of a causal link

Both Analog Devices and Monolithic Power Systems which depends on it — are showing accelerating Activity at the same time (1 recorded change for Monolithic Power Systems in the last 90 days).

Timing correlation only — not evidence of a causal link

Acquisition & Investment Fit

AI-reasoned, generated only from entities already in InsightNodes's own graph — a hypothetical strategic-fit exercise, not real M&A intelligence or a signal that any deal is planned or in progress.

Relationship Map

The relationships surrounding Analog Devices — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.

Connection type

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The Story So Far (last 6 months)

Aug 2026: First-ever $4 billion revenue quarter, up 40% year-over-yearAug 2026: Analog Devices Q3 Earnings: Revenue $4.02B, Up 40%

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.

Analog Devices's Timeline

A sourced, dated history of Analog Devices's key moments — founding to present.

  1. Aug 2026 · First-ever $4 billion revenue quarter, up 40% year-over-year

    Analog Devices reported Q3 fiscal 2026 revenue of $4.02 billion — its first $4 billion quarter — up 40% year-over-year and beating analyst expectations, with industrial revenue up 53%, automotive up 16% and communications up 84% year-over-year; guided Q4 FY2026 revenue of $4.3 billion.