Analog Devices' (NASDAQ: ADI) Q3 2025 earnings report and guidance for Q4 highlight its enviable position as a global, AI-driven semiconductor supercycle expands and gains momentum. The company’s technology is critical for bridging gaps between physical and digital realities and is used across sectors and verticals, now in demand because of AI.
AI is powering a revolution in the IoT that has been brewing for years; as AI evolves, robotics advances, and use cases are expanded, the number of IoT devices will proliferate and drive demand for analog-to-digital products. While estimates vary, they tend to agree that IoT growth will advance at a solid, double-digit CAGR for the next decade, more than doubling the number of connected devices.
