Analog Devices, Inc. · NASDAQ:ADI
Analog Devices — Investor Presentation (September 2024)
14 slides from Analog Devices's investor presentation, Sep 27, 2024
Slide 1: ADI Shareholder Presentation Fall 2024
ADI SHAREHOLDER PRESENTATION Fall 2024 Exhibit 99.1
Slide 2: Forward-Looking Statements
Forward-Looking Statements ©2024 Analog Devices, Inc. All Rights Reserved. This presentation contains forward-looking statements, which address a variety of subjects including, for example, our statements regarding future financial performance, including expected future revenue, operating income, op
Slide 3: Portfolio spanning microwave to bits, nanowatts to kilowatts, sensor to cloud
Portfolio spanning microwave to bits, nanowatts to kilowatts, sensor to cloud Leaders in analog, mixed signal, RF and power ©2024 Analog Devices, Inc. All Rights Reserved. We Help Solve Our Customers’ Most Complex Problems1 Highest Performance Product Portfolio A High Quality, Enduring Technology Co
Slide 4: $12B+ of Revenue Diversified Across Markets & Geographies
Revenue by Geography1 REVENUE BY END MARKET1,2 ©2024 Analog Devices, Inc. All Rights Reserved. $12B+1 of Revenue Diversified Across Markets & Geographies INDUSTRIAL 54% AUTOMOTIVE 23% COMMUNICATIONS 13% CONSUMER 10% AMERICAS 35% EUROPE, MIDDLE EAST AND AFRICA 24% GREATER CHINA 18% REST OF ASIA PACIF
Slide 5: Executive compensation program design enhanced based on shareholder feedback
The Compensation and Talent Committee enhanced our executive program design based on shareholder feedback and our corporate strategy ©2024 Analog Devices, Inc. All Rights Reserved. Updates to Executive Compensation Program Pay Element Pay Vehicle Time Period Performance Measures Base Salary1 Cash An
Slide 6: Performance targets in executive short-term incentive plan are challenging and aligned
The performance targets in our executive short-term incentive plan are challenging and are aligned with our long-term financial model; we adjust them for meaningful strategic transitions Our business is cyclical in nature and our executive short-term incentive plan pays accordingly; our current targ
Slide 7: Reduced maximum payout opportunity in response to shareholder feedback
Reduced maximum payout opportunity in response to shareholder feedback ©2024 Analog Devices, Inc. All Rights Reserved. Executive Short-Term Variable Cash Incentive Updates FY25 Executive Plan Historical Short-Term Incentive Performance Targets Post Maxim Acquisition May 2022 - Present OPBT Margin by
Slide 8: Shareholder feedback informs enhancements to governance, compensation and ESG practices
Shareholder feedback informs enhancements made to our governance, compensation and other ESG practices & disclosures ©2024 Analog Devices, Inc. All Rights Reserved. Shareholder Engagement Program Requested meetings with shareholders representing approximately 58% of O/S Engaged with shareholders rep
Slide 9: Highly qualified and diverse Board with ongoing refreshment
Highly qualified and diverse Board with ongoing refreshment ©2024 Analog Devices, Inc. All Rights Reserved. Board Overview Diversity of Directors Independence of Directors 4 of 11 Directors identify as female, or 36% 3 of 11 Directors identify as ethnically diverse, or 27% 9 of 11 Directors are inde
Slide 10: Board committed to effective corporate governance and responsiveness to shareholders
Our Board is committed to effective corporate governance, promoting effective board oversight and ensuring responsiveness to shareholder feedback ©2024 Analog Devices, Inc. All Rights Reserved. Committed to Corporate Governance Best Practices SHAREHOLDER RIGHTS AND ACCOUNTABILITY EFFECTIVE BOARD LEA
Slide 11: ESG oversight, transparency, objectives and progress towards goals
The Board, the appropriate committees, and CEO provide ESG oversight and have appropriate transparency and visibility into the key risk functions, ERM issues and risks related to the business including those relating to environmental and social matters Our 2023 ESG Report identifies key objectives,
Slide 12: Appendix
Appendix
Slide 13: Reconciliation From GAAP to Non-GAAP
Appendix – Reconciliation From GAAP to Non-GAAP ©2024 Analog Devices, Inc. All Rights Reserved. ($ in millions) The sum and/or computation of the individual amounts may not equal the total due to rounding. FY23 FY23 FY23 Q4 2024 (Projected)1 Revenue $12,306 Revenue $12,306 Revenue $12,306 Revenue $2
Slide 14: Ahead of What's Possible
AHEAD OF WHAT'S POSSIBLE analog.com ANALOG DEVICES
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