Near the end of Texas Instruments' (TXN) July 22 earnings call, CEO Haviv Ilan made a casual promise. “Let's meet again in October,” he told analysts, and he would again share how things went.
In the Q2 earnings call, Ilan had called demand “very strong and broad.” His team had delivered a quarter that beat its own forecast. Now investors want to know one thing. Did the momentum last?