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Dec 31, 2023

Texas Instruments Q4 2023 Earnings Report

Reported a decrease in revenue compared to the previous year, with increasing weakness in industrial and a decline in automotive.

Key Takeaways

Texas Instruments reported Q4 2023 revenue of $4.08 billion, net income of $1.37 billion, and earnings per share of $1.49. The EPS included a 3-cent benefit that was not in the company's original guidance. The revenue decreased 10% sequentially and 13% year-over-year.

Revenue decreased 10% sequentially and 13% from the same quarter a year ago due to increasing weakness across industrial and a sequential decline in automotive.

Cash flow from operations for the trailing 12 months was $6.4 billion, and free cash flow for the same period was $1.3 billion.

Over the past 12 months, the company invested $3.7 billion in R&D and SG&A, $5.1 billion in capital expenditures, and returned $4.9 billion to owners.

First quarter outlook is for revenue in the range of $3.45 billion to $3.75 billion and earnings per share between $0.96 and $1.16. The 2024 effective tax rate is expected to be about 13%.

Total Revenue
$4.08B
Previous year: $4.67B
-12.7%
EPS
$1.49
Previous year: $2.13
-30.0%
Free Cash Flow % of Revenue
7.7%
Previous year: 29.6%
-74.0%
Gross Profit
$2.43B
Previous year: $3.09B
-21.3%
Cash and Equivalents
$2.96B
Previous year: $3.05B
-2.8%
Free Cash Flow
$776M
Previous year: $1.08B
-27.8%
Total Assets
$32.3B
Previous year: $27.2B
+18.9%

Texas Instruments

Texas Instruments

Texas Instruments Revenue by Segment

Forward Guidance

TI's first quarter outlook is for revenue in the range of $3.45 billion to $3.75 billion and earnings per share between $0.96 and $1.16. We now expect our 2024 effective tax rate to be about 13%.

Revenue & Expenses

Visualization of income flow from segment revenue to net income