德州仪器 2025年季度报告

FORM10-Q ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIESEXCHANGE ACT OF 1934 For the quarterly period endedSeptember 30, 2025TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIESEXCHANGE ACT OF 1934 For the transition period from ___________ to ___________Commission File Number001-03761 TEXAS INSTRUMENTS INCORPORATED (Exact Name of Registrant as Specified in Its Charter) (I.R.S. Employer Identification No.) Registrant’s telephone number, including area code214-479-3773 Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the Registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of theSecurities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the Registrant wasrequired to file such reports), and (2) has been subject to such filing requirements for the past 90 days.Yes☒No☐ Indicate by check mark whether the Registrant has submitted electronically every Interactive Data File required to besubmitted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for suchshorter period that the Registrant was required to submit such files).Yes☒No☐ Indicate by check mark whether the Registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, asmaller reporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “acceleratedfiler,” “smaller reporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act. Large accelerated filer☒Accelerated filer☐Non-accelerated filer☐Smaller reporting company☐Emerging growth company☐ If an emerging growth company, indicate by check mark if the Registrant has elected not to use the extendedtransition period for complying with any new or revised financial accounting standards provided pursuant to Section13(a) of the Exchange Act☐ Indicate by check mark whether the Registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☐No☒ 908,623,020 Number of shares of Registrant’s common stock outstanding as ofOctober14, 2025 PART I - FINANCIAL INFORMATION A portion of net income is allocated to unvested restricted stock units (RSUs) on which we pay dividend equivalents.Diluted EPS is calculated using the following: Notes to financial statements 1.Description of business, including segment and geographic area information We design and manufacture semiconductors that we sell to electronics designers and manufacturers all over the world.We havetworeportable segments, Analog and Embedded Processing, each of which represents groups of products thathave similar design and development requirements, product characteristics and manufacturing processes. Our segmentsreflect how our chief operating decision maker (CODM), which is our chief executive officer, allocates resources andmeasures results. •Analog semiconductors change real-world signals, such as sound, temperature, pressure or images, byconditioning them, amplifying them and often converting them to a stream of digital data that can be processed byother semiconductors, such as embedded processors. Analog semiconductors are also used to manage power inall electronic equipment by converting, distributing, storing, discharging, isolating and measuring electrical energy,whether the equipment is plugged into a wall or using a battery. Our Analog segment consists oftwomajor productlines: Power and Signal Chain. •Embedded Processing products are the digital “brains” of many types of electronic equipment. They are designedto handle specific tasks and can be optimized for various combinations of performance, power and cost,depending on the application. We report the results of our remaining business activities in Other. Other includes operating segments that do not meetthe quantitative thresholds for individually reportable segments and cannot be aggregated with other operating segments.Other includes DLPproducts, calculators and custom ASIC products.® In Other, we also include items that are not used in evaluating the results of or in allocating resources to our segments.Examples of these items include acquisition, integration and restructuring charges, and certain corporate-level items, suchas litigation expenses, environmental costs, insurance settlements, and gains and losses from other activities, includingasset dispositions. We allocate the remainder of our expenses associated with corporate activities to our operatingsegments based on specific methodologies, such as percentage of operating expenses or headcount. Costs incurred by our centralized manufacturing and support organizations, including depreciation, are charged to theoperating segments, including those in Other, on a per-unit basis. Consequently, depreciation expense is not anindependently identifiable component within the segments’ results and, therefore, is not provided. With the ex