Vincent Roche on IoT strategy
From ADI · · EC Dev
“We view IoT has really an extension of the things we already do, so there's a need for precise sensing, precise signal conditioning and conversion at ultra low power levels. And our customers are asking us for, to be able to take some of the bits we generate and develop information to interpret with the bits and give them information which we do in areas for example like reliable healthcare monitoring.”
On , Vincent Roche, Chief Executive Officer & Chair of the Board of Directors at Analog Devices, spoke about IoT strategy during ADI on EC Dev.
About Vincent Roche
On Analog Devices' second quarter fiscal 2026 earnings call on May 20, 2026, Roche reported that revenue, profitability, and earnings per share finished above the high end of guidance, establishing new records for both revenue and earnings. He stated that despite "heightened geopolitical tensions and ongoing macroeconomic challenges," the company was "currently seeing record demand for our products and solutions." Roche noted that the company's data center and AT businesses were "on steep growth trajectories" and that confidence in their continued growth into 2027 was increasing. He also said the company had increased prices during the year to "absorb the cost of inflation" and would continue to offset those costs as necessary. Roche discussed the company's acquisition of Empower, stating that it provided "cutting edge proprietary integrated voltage regulator technology and silicon capacitors" that enable "true vertical power delivery." He said the acquisition addressed a gap in the company's portfolio and that the biggest bottleneck was solving for "power density and delivery efficiency." Roche also stated that Analog Devices has "the highest ASP by far in the industry across the entire portfolio," at four to five times the industry average, and that with each new generation of innovation the company captures more value. He described the company's products as "very sticky" due to long life cycles and said that once a design is captured, "competitive substitution is effectively zero."