Texas Instruments CFO Rafael Lizardi to speak at Citi investor conference.

Texas Instruments Chief Financial Officer Rafael Lizardi will speak at the Citi 2025 Global TMT Conference on September 4. Lizardi will discuss TI's business outlook and strategy to address key markets for its analog and embedded processing technologies. The audio webcast can be accessed live on TI's website.

Texas Instruments (TI) Chief Financial Officer Rafael Lizardi will address the Citi 2025 Global TMT Conference on September 4, providing insights into the company's business outlook and strategy for its analog and embedded processing technologies. The live audio webcast will be available on TI's official website, offering investors and industry professionals an opportunity to gain valuable insights directly from the company's leadership.

Lizardi's presentation is expected to cover key market trends and TI's strategic approach to capitalize on growth opportunities. Given the increasing demand for AI and electric vehicles (EVs), Lizardi's discussion is likely to focus on how TI is positioning itself to meet these growing needs. The company's recent performance, highlighted by strong earnings reports and robust revenue growth, underscores its commitment to innovation and market leadership.

Analysts have noted that TI's focus on AI and EV markets aligns with broader industry trends. According to a recent report, the global semiconductor market has shown robust growth, with revenues reaching $180 billion in 2Q 2025, driven by AI applications, EVs, and industrial automation [1]. This growth is expected to continue, with significant capex investments from major players anticipated to drive further expansion.

In addition to the broader market trends, TI's performance has been notable for its ability to balance short-term profitability with long-term R&D investments. Despite a 15% year-over-year revenue decline to $1.47 billion, ON Semiconductor reported a 17.3% non-GAAP margin, driven by silicon carbide (SiC) technology and disciplined cost management [2]. This dual-track strategy, balancing immediate profitability with high-risk, high-reward R&D, is a model that TI is likely to discuss and emphasize in its upcoming presentation.

Investors and financial professionals will be keen to hear Lizardi's perspective on TI's strategic positioning and how the company plans to navigate market volatility, competitive pressures, and geopolitical uncertainties. The webcast will provide a platform for Lizardi to address these concerns and provide clarity on TI's future trajectory.

References:
[1] https://www.semiconductorintelligence.com/semiconductors-still-strong/
[2] https://www.ainvest.com/news/semiconductor-strategic-transition-balancing-short-term-profitability-long-term-innovation-shifting-semiconductor-landscape-2508/