CLAIM #58426 · Texas Instruments Incorporated (TXN) · 2026Q2 earnings call · Jul 22, 2026 · due Sep 30, 2026
“I expect this business to be growing sequentially, but maybe at a lower level.”
Haviv Ilan · CEO
How to check this claim
Look at: Personal Electronics (PE) segment revenue, sequential change Q3 vs Q2
It came true if: Q3 PE revenue growth sequentially > 0% but below typical mid-teens percentage sequential growth
Where: Company-disclosed segment/end-market revenue commentary (Q3 earnings call or investor materials)
In context
“Haviv Ilan : Let me maybe clarify that. Thanks for the question, Stacy. It's very good. We have typically a very high -- if you look at our PE or personal electronics business, typically in 3Q, it's growing nicely, sometimes mid-teens. I expect this business to be growing sequentially, but maybe at a lower level. You saw our results in 2Q year-over-year, it was -- PE was flat. We are seeing challenges in PE as some shortages are putting pressure on our customers. So I think that the growth is typically -- in Q3, the growth is driven by PE. This time, it's more broad, okay? So think about all the markets. But PE will be a participant, I believe, because we see the demand breadth is very, very high.”
Verify independently
SEC filings for TXN ↗ · Claim quote is verbatim from the 2026Q2 earnings call.