CGD Appoints Robin Lyle as VP R&D to Strengthen High-Power Systems Capabilities

Cambridge GaN Devices Ltd has appointed Robin Lyle as VP of R&D, bringing 30 years of experience in the power semiconductor industry. Lyle will help develop the company's product portfolio for data centers, industrial power supplies, and EV applications. His background in analog and power semiconductor technology is expected to be invaluable in addressing power-hungry demands.

Analog Devices (NASDAQ: ADI) has reported a strong Q3 2025 earnings performance, highlighting its leadership in the AI-driven semiconductor supercycle. The company's technology is pivotal in bridging the gap between physical and digital realities, making it essential across various sectors and verticals. The report underscores Analog Devices' growth trajectory, driven by AI advancements in IoT, robotics, and expanded use cases.

Revenue for Q3 2025 reached $2.88 billion, surpassing MarketBeat's consensus by over 430 basis points. This represents a nearly 25% increase compared to the previous year, extending the company's growth streak to two consecutive quarters. Double-digit growth was observed across all end-markets, with expectations for continued growth despite geopolitical uncertainties.

The company's margin performance was robust, with gross and operating margins widening on a GAAP and adjusted basis. The adjusted EPS of $2.05 was 38% higher than the prior year, outperforming consensus estimates by more than 500 basis points.

The outlook for Q4 2025 and the subsequent fiscal year is exceptionally strong, outpacing market expectations. The capital return in Q3 totaled $1.6 billion, including dividends and repurchases, with a dividend yield of 1.6% and significant share repurchases. These initiatives reduced the share count by an average of 0.4% for the quarter and 0.16% for the YTD period.

Analysts have responded positively to the updated guidance, with increased coverage, upgrades, and a bullish bias toward a Moderate Buy rating. The consensus price target of $260 represents a low single-digit upside from the pre-release closing level, setting the stage for a new all-time high. The market reacted favorably, with the stock price increasing by more than 5% post-announcement.

The balance sheet reflects Analog Devices' capital-intensive efforts, showing increased debt, total liabilities, and a 3% decline in shareholder equity. However, these are offset by increased cash, flat assets, and persistently low leverage, maintaining the company's financial flexibility.

Cambridge GaN Devices Ltd has appointed Robin Lyle as VP of R&D, bringing 30 years of experience in the power semiconductor industry. Lyle will help develop the company's product portfolio for data centers, industrial power supplies, and EV applications. His expertise in analog and power semiconductor technology will be crucial in addressing the power-hungry demands of these sectors.

In summary, Analog Devices' Q3 2025 earnings report underscores the company's strong position in the AI-driven semiconductor supercycle. With robust growth, margins, and analyst support, the company is well-positioned for continued success.

References:
[1] https://www.inkl.com/news/analog-devices-and-an-ai-driven-semiconductor-supercycle