Vincent Roche on pricing strategy
From Analog Devices Q2 2026 Earnings Call | Revenue Beats At $3.62B Spurred By Core AI Infrastructure · · Investing 101
“We as a company, we've got the highest ASP by far in the industry across the entire portfolio. We're four or fivex the industry average. And uh, you know, with each new generation of of innovation that we're bringing to market, we capture we capture more value.”
On , Vincent Roche, Chief Executive Officer & Chair of the Board of Directors at Analog Devices, spoke about pricing strategy during Analog Devices Q2 2026 Earnings Call | Revenue Beats At $3.62B Spurred By Core AI Infrastructure on Investing 101.
About Vincent Roche
Vincent Roche, CEO and Chair of Analog Devices, reported that the company's second quarter fiscal 2026 revenue and earnings per share finished above the high end of guidance, establishing new records for both metrics. He attributed the performance to strong AI-driven infrastructure investments, noting that the data center and AT (automatic test equipment) businesses achieved new highs and that the company's confidence in their continued growth into 2027 is increasing. Roche stated that the company is "seeing record demand for our products and solutions" despite heightened geopolitical tensions and macroeconomic challenges. Roche discussed the company's strategy and market position, stating that Analog Devices has "the highest ASP by far in the industry" at four to five times the industry average. He highlighted the acquisition of Empire, which he said provides integrated voltage regulator technology and silicon capacitors for vertical power delivery, estimating it can reduce data center compute power consumption by 10 to 15%. Roche also noted the company is "doubling down on power management" and enhancing core analog technologies with machine learning techniques. He pointed to secular growth in areas such as advanced imaging, patient monitoring, surgical robotics, and wearable healthcare solutions, and stated that the company is positioned for opportunities in humanoid robots and other automation applications.