Subtext

Texas Instruments Incorporated TXN

SectorInformation Technology
Transcripts78
Date range2006-01-24 – 2025-04-23
Calls charted78

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-14-7+0+7+142005 Q42008 Q22010 Q42013 Q22015 Q42018 Q22020 Q42023 Q22005 Q4 · Overall: -0.22006 Q1 · Overall: +1.42006 Q2 · Overall: +1.12006 Q3 · Overall: -3.82006 Q4 · Overall: -4.92007 Q1 · Overall: +0.52007 Q2 · Overall: +1.82007 Q3 · Overall: +2.52007 Q4 · Overall: +1.82008 Q1 · Overall: -0.92008 Q2 · Overall: -7.22008 Q3 · Overall: +0.12008 Q4 · Overall: -7.82009 Q1 · Overall: -2.92009 Q2 · Overall: -0.92009 Q3 · Overall: +1.92009 Q4 · Overall: +2.12010 Q1 · Overall: +4.92010 Q2 · Overall: +1.02010 Q3 · Overall: +0.92010 Q4 · Overall: +1.12011 Q1 · Overall: +3.12011 Q2 · Overall: -0.82011 Q3 · Overall: -1.32011 Q4 · Overall: -8.82012 Q1 · Overall: +1.12012 Q2 · Overall: -1.72012 Q3 · Overall: -8.02012 Q4 · Overall: -6.12013 Q1 · Overall: -0.32013 Q2 · Overall: +0.82013 Q3 · Overall: +0.02013 Q4 · Overall: +2.02014 Q1 · Overall: +1.02014 Q2 · Overall: +3.72014 Q3 · Overall: +1.82014 Q4 · Overall: +9.32015 Q1 · Overall: -4.32015 Q2 · Overall: -2.92015 Q3 · Overall: +1.72015 Q4 · Overall: +1.72016 Q1 · Overall: +3.32016 Q2 · Overall: +5.52016 Q3 · Overall: +9.12016 Q4 · Overall: +9.22017 Q1 · Overall: +9.02017 Q2 · Overall: +12.52017 Q3 · Overall: +11.52017 Q4 · Overall: +10.52018 Q1 · Overall: +8.12018 Q2 · Overall: +8.72018 Q3 · Overall: +1.82018 Q4 · Overall: -1.62019 Q1 · Overall: +2.22019 Q2 · Overall: +5.32019 Q3 · Overall: -2.22019 Q4 · Overall: +4.92020 Q1 · Overall: +0.92020 Q2 · Overall: +7.12020 Q3 · Overall: +6.22020 Q4 · Overall: +11.52021 Q1 · Overall: +9.92021 Q2 · Overall: +7.12021 Q3 · Overall: +5.52021 Q4 · Overall: +7.62022 Q1 · Overall: -2.12022 Q2 · Overall: +6.52022 Q3 · Overall: +0.92022 Q4 · Overall: +1.42023 Q1 · Overall: -0.92023 Q2 · Overall: -3.22023 Q3 · Overall: -1.22023 Q4 · Overall: -5.02024 Q1 · Overall: -1.62024 Q2 · Overall: +7.42024 Q3 · Overall: -0.12024 Q4 · Overall: -2.22025 Q1 · Overall: -0.7
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-23-12+0+12+232005 Q42008 Q22010 Q42013 Q22015 Q42018 Q22020 Q42023 Q22008 Q3 · CEO: +15.62011 Q4 · CEO: -20.32020 Q1 · CEO: +7.02024 Q2 · CEO: +18.12024 Q3 · CEO: +2.72024 Q4 · CEO: +0.02025 Q1 · CEO: -0.52005 Q4 · CFO: +2.22006 Q1 · CFO: +14.12006 Q2 · CFO: -0.62006 Q3 · CFO: +2.42006 Q4 · CFO: -5.42007 Q1 · CFO: +3.12007 Q2 · CFO: +3.72007 Q3 · CFO: +5.32007 Q4 · CFO: +4.02008 Q1 · CFO: +5.82008 Q2 · CFO: -2.12008 Q3 · CFO: -1.92008 Q4 · CFO: -6.72009 Q1 · CFO: -3.12009 Q2 · CFO: +2.12009 Q3 · CFO: +5.52009 Q4 · CFO: +6.82010 Q1 · CFO: +6.62010 Q2 · CFO: +4.12010 Q3 · CFO: +1.12010 Q4 · CFO: +1.12011 Q1 · CFO: +1.52011 Q2 · CFO: -2.82011 Q3 · CFO: -0.52012 Q1 · CFO: +0.02012 Q2 · CFO: +3.02012 Q3 · CFO: +0.02012 Q4 · CFO: -3.12013 Q1 · CFO: +2.62013 Q2 · CFO: +1.72013 Q3 · CFO: +0.92013 Q4 · CFO: +3.52014 Q1 · CFO: +2.22014 Q2 · CFO: +6.42014 Q3 · CFO: +4.72014 Q4 · CFO: +11.22015 Q1 · CFO: -1.32016 Q1 · CFO: +6.02016 Q3 · CFO: +9.72016 Q4 · CFO: +12.02017 Q1 · CFO: +12.62017 Q2 · CFO: +15.72017 Q3 · CFO: +11.02017 Q4 · CFO: +13.72018 Q1 · CFO: +11.52018 Q2 · CFO: +12.02018 Q3 · CFO: +7.12018 Q4 · CFO: +8.62019 Q1 · CFO: +11.22019 Q2 · CFO: +15.92019 Q3 · CFO: +9.92019 Q4 · CFO: +10.72020 Q1 · CFO: +6.02020 Q2 · CFO: +12.52020 Q3 · CFO: +16.62020 Q4 · CFO: +13.52021 Q1 · CFO: +15.72021 Q2 · CFO: +10.62021 Q4 · CFO: +10.22022 Q1 · CFO: +7.82022 Q2 · CFO: +17.82022 Q3 · CFO: +11.22022 Q4 · CFO: +6.22023 Q1 · CFO: +8.82023 Q2 · CFO: +10.72023 Q3 · CFO: +7.92023 Q4 · CFO: +7.02024 Q1 · CFO: +14.82024 Q2 · CFO: +7.62024 Q3 · CFO: +16.22024 Q4 · CFO: +2.82025 Q1 · CFO: +0.0
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-27-13+0+13+272005 Q42008 Q22010 Q42013 Q22015 Q42018 Q22020 Q42023 Q22005 Q4 · Prepared remarks: +7.62006 Q1 · Prepared remarks: +5.92006 Q2 · Prepared remarks: +6.32006 Q3 · Prepared remarks: +2.52006 Q4 · Prepared remarks: -7.32007 Q1 · Prepared remarks: -4.92007 Q2 · Prepared remarks: +3.62007 Q3 · Prepared remarks: +8.72007 Q4 · Prepared remarks: +12.32008 Q1 · Prepared remarks: +10.62008 Q2 · Prepared remarks: -4.92008 Q3 · Prepared remarks: +2.52008 Q4 · Prepared remarks: -10.22009 Q1 · Prepared remarks: +0.02009 Q2 · Prepared remarks: +4.12009 Q3 · Prepared remarks: +8.92009 Q4 · Prepared remarks: +7.22010 Q1 · Prepared remarks: +14.12010 Q2 · Prepared remarks: +11.12010 Q3 · Prepared remarks: +7.42010 Q4 · Prepared remarks: +0.92011 Q1 · Prepared remarks: -5.52011 Q2 · Prepared remarks: -0.62011 Q3 · Prepared remarks: -1.42011 Q4 · Prepared remarks: -9.32012 Q1 · Prepared remarks: +1.02012 Q2 · Prepared remarks: -4.32012 Q3 · Prepared remarks: -5.02012 Q4 · Prepared remarks: -6.92013 Q1 · Prepared remarks: +3.62013 Q2 · Prepared remarks: +5.02013 Q3 · Prepared remarks: -0.22013 Q4 · Prepared remarks: -0.42014 Q1 · Prepared remarks: +0.92014 Q2 · Prepared remarks: +7.92014 Q3 · Prepared remarks: +10.82014 Q4 · Prepared remarks: +12.92015 Q1 · Prepared remarks: -4.52015 Q2 · Prepared remarks: -1.72015 Q3 · Prepared remarks: +2.02015 Q4 · Prepared remarks: +5.12016 Q1 · Prepared remarks: +6.72016 Q2 · Prepared remarks: +6.02016 Q3 · Prepared remarks: +10.52016 Q4 · Prepared remarks: +15.12017 Q1 · Prepared remarks: +11.72017 Q2 · Prepared remarks: +15.32017 Q3 · Prepared remarks: +11.62017 Q4 · Prepared remarks: +12.82018 Q1 · Prepared remarks: +14.82018 Q2 · Prepared remarks: +17.62018 Q3 · Prepared remarks: +2.52018 Q4 · Prepared remarks: +5.12019 Q1 · Prepared remarks: +2.12019 Q2 · Prepared remarks: +6.22019 Q3 · Prepared remarks: +3.72019 Q4 · Prepared remarks: +7.32020 Q1 · Prepared remarks: -4.02020 Q2 · Prepared remarks: +10.62020 Q3 · Prepared remarks: +10.02020 Q4 · Prepared remarks: +11.52021 Q1 · Prepared remarks: +6.92021 Q2 · Prepared remarks: +7.12021 Q3 · Prepared remarks: +4.92021 Q4 · Prepared remarks: +12.02022 Q1 · Prepared remarks: +7.62022 Q2 · Prepared remarks: +6.52022 Q3 · Prepared remarks: +10.42022 Q4 · Prepared remarks: +0.42023 Q1 · Prepared remarks: +3.92023 Q2 · Prepared remarks: +5.22023 Q3 · Prepared remarks: +10.72023 Q4 · Prepared remarks: +8.52024 Q1 · Prepared remarks: +6.32024 Q2 · Prepared remarks: +15.92024 Q3 · Prepared remarks: +9.02024 Q4 · Prepared remarks: +10.12025 Q1 · Prepared remarks: +6.82005 Q4 · Q&A responses: +0.02006 Q1 · Q&A responses: +2.62006 Q2 · Q&A responses: +1.92006 Q3 · Q&A responses: -0.32006 Q4 · Q&A responses: -0.72007 Q1 · Q&A responses: +3.02007 Q2 · Q&A responses: +3.52007 Q3 · Q&A responses: +3.92007 Q4 · Q&A responses: +0.82008 Q1 · Q&A responses: +0.82008 Q2 · Q&A responses: -1.42008 Q3 · Q&A responses: +4.92008 Q4 · Q&A responses: -2.62009 Q1 · Q&A responses: -2.52009 Q2 · Q&A responses: -0.42009 Q3 · Q&A responses: +3.92009 Q4 · Q&A responses: +2.82010 Q1 · Q&A responses: +3.02010 Q2 · Q&A responses: +0.32010 Q3 · Q&A responses: +2.32010 Q4 · Q&A responses: +11.22011 Q1 · Q&A responses: +7.12011 Q2 · Q&A responses: -9.82012 Q2 · Q&A responses: -0.22012 Q3 · Q&A responses: -8.12012 Q4 · Q&A responses: -3.02013 Q1 · Q&A responses: -2.02013 Q2 · Q&A responses: -0.22013 Q3 · Q&A responses: +10.82013 Q4 · Q&A responses: +3.52014 Q2 · Q&A responses: +5.72014 Q3 · Q&A responses: +1.82014 Q4 · Q&A responses: +8.62015 Q2 · Q&A responses: +0.82015 Q3 · Q&A responses: +3.72015 Q4 · Q&A responses: +1.62016 Q1 · Q&A responses: +3.92016 Q2 · Q&A responses: +8.12016 Q3 · Q&A responses: +11.12016 Q4 · Q&A responses: +6.62017 Q1 · Q&A responses: +8.92017 Q2 · Q&A responses: +13.82017 Q4 · Q&A responses: +13.02018 Q1 · Q&A responses: +7.62018 Q2 · Q&A responses: +8.42018 Q3 · Q&A responses: +1.62018 Q4 · Q&A responses: -1.52019 Q2 · Q&A responses: +7.92019 Q3 · Q&A responses: +1.62019 Q4 · Q&A responses: +5.92020 Q1 · Q&A responses: +2.52020 Q2 · Q&A responses: +7.22020 Q3 · Q&A responses: +13.42021 Q1 · Q&A responses: +15.72021 Q3 · Q&A responses: +14.42021 Q4 · Q&A responses: +9.52022 Q1 · Q&A responses: -0.72022 Q2 · Q&A responses: +13.02022 Q3 · Q&A responses: +1.02022 Q4 · Q&A responses: +23.32023 Q1 · Q&A responses: +8.12023 Q2 · Q&A responses: +5.02023 Q3 · Q&A responses: +4.42023 Q4 · Q&A responses: +0.72024 Q1 · Q&A responses: +7.72024 Q2 · Q&A responses: +10.92024 Q3 · Q&A responses: +4.42024 Q4 · Q&A responses: -1.32025 Q1 · Q&A responses: -0.7
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$1.61$5.67$9.742005 Q42008 Q22010 Q42013 Q22015 Q42018 Q22020 Q42023 Q22014 Q1: $2.172014 Q2: $2.482014 Q3: $2.672014 Q4: $2.892015 Q1: $2.982015 Q2: $2.852015 Q3: $2.772015 Q4: $2.972016 Q1: $2.962016 Q2: $3.112016 Q3: $3.282016 Q4: $3.412017 Q1: $3.732017 Q2: $4.002017 Q3: $4.252017 Q4: $4.552018 Q1: $5.162018 Q2: $5.722018 Q3: $6.052018 Q4: $5.532019 Q1: $5.302019 Q2: $5.462019 Q3: $5.672019 Q4: $5.012020 Q1: $5.152020 Q2: $4.472020 Q3: $5.392020 Q4: $5.812021 Q1: $6.802021 Q2: $7.632021 Q3: $8.082021 Q4: $8.222022 Q1: $9.182022 Q2: $8.932022 Q3: $9.052022 Q4: $8.032023 Q1: $7.822023 Q2: $7.772023 Q3: $7.762023 Q4: $6.592024 Q1: $5.442024 Q2: $5.762024 Q3: $6.072024 Q4: $5.86

Forward P/E

14.9525.2235.492005 Q42008 Q22010 Q42013 Q22015 Q42018 Q22020 Q42023 Q22014 Q1: 20.982014 Q2: 19.342014 Q3: 18.152014 Q4: 18.512015 Q1: 19.532015 Q2: 18.702015 Q3: 17.582015 Q4: 19.552016 Q1: 19.002016 Q2: 19.842016 Q3: 20.682016 Q4: 21.262017 Q1: 21.912017 Q2: 20.072017 Q3: 19.462017 Q4: 21.732018 Q1: 21.322018 Q2: 19.912018 Q3: 17.752018 Q4: 16.372019 Q1: 20.302019 Q2: 20.402019 Q3: 22.802019 Q4: 25.222020 Q1: 19.432020 Q2: 28.212020 Q3: 25.932020 Q4: 27.902021 Q1: 26.372021 Q2: 24.602021 Q3: 24.442021 Q4: 23.532022 Q1: 19.212022 Q2: 17.462022 Q3: 18.272022 Q4: 21.902023 Q1: 22.312023 Q2: 22.802023 Q3: 21.182023 Q4: 24.552024 Q1: 31.762024 Q2: 34.072024 Q3: 33.052024 Q4: 31.57

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2015 Q1 tone ↓ -13.6 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q3 tone ↑ +4.6 fwd EPS ↓ -0.08 Tone rose while the forward EPS estimate was cut.
  • 2018 Q1 tone ↓ -2.4 fwd EPS ↑ +0.61 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q3 tone ↓ -6.9 fwd EPS ↑ +0.33 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q1 tone ↑ +3.9 fwd EPS ↓ -0.23 Tone rose while the forward EPS estimate was cut.
  • 2019 Q3 tone ↓ -7.5 fwd EPS ↑ +0.22 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q4 tone ↑ +7.1 fwd EPS ↓ -0.66 Tone rose while the forward EPS estimate was cut.
  • 2020 Q1 tone ↓ -4.1 fwd EPS ↑ +0.14 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +6.2 fwd EPS ↓ -0.67 Tone rose while the forward EPS estimate was cut.
  • 2021 Q2 tone ↓ -2.8 fwd EPS ↑ +0.83 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -9.7 fwd EPS ↑ +0.96 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↑ +8.7 fwd EPS ↓ -0.25 Tone rose while the forward EPS estimate was cut.
  • 2022 Q3 tone ↓ -5.6 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↑ +3.5 fwd EPS ↓ -1.15 Tone rose while the forward EPS estimate was cut.
  • 2024 Q3 tone ↓ -7.6 fwd EPS ↑ +0.31 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-23-0.7——View →
2024 Q42025-01-23-2.2$5.8631.6View →
2024 Q32024-10-22-0.1$6.0733.0View →
2024 Q22024-07-23+7.4$5.7634.1View →
2024 Q12024-04-23-1.6$5.4431.8View →
2023 Q42024-01-23-5.0$6.5924.6View →
2023 Q32023-10-24-1.2$7.7621.2View →
2023 Q22023-07-25-3.2$7.7722.8View →