MAAT INDEX

CLAIM #58348 · Texas Instruments Incorporated (TXN) · 2025Q3 earnings call · Oct 21, 2025 · due Dec 31, 2025

expect OpEx to be about flat to third quarter and that's Saviv alluded to the benefits from the restructuring.

Rafael Lizardi · CFO

CANNOT_DETERMINE
versus commitment · official band 5 percent
Committed
expect OpEx to be about flat to third quarter
Reported
Operating expenses in the quarter were $967 million, up 3% from a year ago and about as expected.

In context

reduction in cost related to this to two factories. Peru, I think the '26, We are just taking the hit on the restructuring cost in Q3 as we had predictability and the amount was clear to us in terms of the size of it. Regarding the other part of it, this is an ongoing work that we're doing. We always look at the efficiency gains. We had some areas where we felt that our R and D machine is not generating returns that we would expect on the long term, and we decided to consolidate some sites. That is also going to take place in the next couple of quarters for the company. Mike Beckman: Do have a follow-up, Chris? Haviv Ilan: And Rafael, is there anything that just on the OpEx side that you want to mention, Rafael, on? Rafael R. Lizardi: No, I would just say, technically, for fourth quarter, expect OpEx to be about flat to third quarter and that's Saviv alluded to the benefits from the restructuring. They don't all come in immediately, so it just takes a little while for that to happen. And there would be benefits in both COR as well as OpEx. Haviv Ilan: Do have a follow-up, Chris? Chris Danely: Yes. Hey, thanks, Mike. Think you guys said industrial was up low single digits sequentially and auto was up I think it was high singles or something like that sequentially. That sounds like a bit of a bit of a change from what you said last quarter and intra quarter. Is that true? And then, you know, why do you think industrial is slowing down and auto is a little better than expected? Haviv Ilan: Let me take a first, Chris, you remember, we only guide at the company level. We don't guide by market. We did say, I think on the industrial side that we had a very strong Q2. So kind of indicate t

Verify independently

SEC filings for TXN · Claim quote is verbatim from the 2025Q3 earnings call.