TI CEO Haviv Ilan to speak at Morgan Stanley investor conference
Rhea-AI Summary
Texas Instruments (Nasdaq: TXN) Chairman, President and CEO Haviv Ilan will speak at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco on March 4, 2026 at 10:45 a.m. Pacific.
The presentation will include Q&A with analysts and investors, discussion of TI's business outlook, strategy for analog and embedded processing markets, and a live audio webcast with an archived replay on TI's investor website.
Positive
- None.
Negative
- None.
Key Figures
Market Reality Check
Peers on Argus
Peers showed mixed moves: MU -2.61%, ADI -0.81%, while QCOM +1.56%, ARM +2.84%, INTC +4.59%, indicating stock-specific factors around TXN’s -2.96% move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jan 28 | Capital review webcast | Neutral | +9.9% | Announcement of webcast reviewing 2025 capital management metrics and strategy. |
| Jan 27 | Earnings release | Neutral | +0.0% | Reported Q4 2025 and full-year 2025 financial results and Q1 2026 outlook. |
| Jan 15 | Dividend declaration | Positive | +1.3% | Declared Q1 2026 quarterly cash dividend of $1.42 per share. |
| Jan 06 | Earnings call webcast | Neutral | +8.4% | Planned webcast for Q4 2025 and 2025 earnings conference call. |
| Jan 05 | Product announcement | Positive | -0.2% | Announced new automotive semiconductors to support vehicle autonomy and networking. |
Investor communication events (webcasts, reviews) have previously coincided with positive price reactions.
Recent news for Texas Instruments has focused on capital returns, financial performance, and strategic positioning. A capital management webcast on Feb. 24, 2026 and an earnings call webcast in January both preceded notable positive moves. Q4 2025 results highlighted $4.42B in revenue and detailed 2025 performance, while a Q1 2026 dividend of $1.42 per share underscored shareholder returns. The expanded automotive portfolio announcement in early January showed product investment, though with a small negative reaction. Today’s conference appearance continues this pattern of active investor outreach.
Market Pulse Summary
This announcement highlights ongoing investor outreach as Texas Instruments’ CEO joins a major technology investor conference on March 4, 2026. It follows a series of webcasts, earnings communications, and a Q1 2026 dividend declaration that emphasized capital returns and strategic direction. Investors tracking this event typically focus on any updates to the business outlook, capital allocation priorities, and positioning in key analog and embedded processing markets, especially relative to previously reported 2025 financial metrics and capital plans.
AI-generated analysis. Not financial advice.
March 4, 2026, 10:45 a.m. Pacific time
The audio webcast for the conference can be accessed live through the Investor Relations section (ti.com/ir) of TI's website. An archived replay will be available on the website after his remarks.
About Texas Instruments
Texas Instruments Incorporated (Nasdaq: TXN) is a global semiconductor company that designs, manufactures and sells analog and embedded processing chips for markets such as industrial, automotive, data center, personal electronics and communications equipment. At our core, we have a passion to create a better world by making electronics more affordable through semiconductors. This passion is alive today as each generation of innovation builds upon the last to make our technology more reliable, more affordable and lower power, making it possible for semiconductors to go into electronics everywhere. Learn more at TI.com.
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SOURCE Texas Instruments Incorporated
