Q1 2025 Earnings Round-Up, Part II (TXN, GOOG, and More)


Value Spotlight Brett SchaferMay 4, 2025 Let's dive into the second round of Q1 earnings from the Value Spotlight portfolio. Comment with your thoughts on any of these companies. More to come next weekend! Texas Instruments Q1 2025 Results Analog semiconductor manufacturer Texas Instruments is finally seeing the cycle turnaround for its end-markets. Q1 results summary: Revenue up 11% year-over-year and 2% sequentially $6.2 billion in trailing twelve month cash flow from operations $4.7...