Key Highlights

  • Texas Instruments (NASDAQ:TXN) is scheduled to report third-quarter results on Wednesday, October 21, 2026, according to one published earnings calendar, with consensus earnings of USD 2.41 to USD 2.42 per share.
  • Revenue expectations sit near USD 5.91 billion in two providers' data. Other data pages list report dates of October 20 and October 27, so the company calendar is the reference.
  • Data centre revenue doubled in the previous quarter, according to a preview dated October 20, while KeyCorp (NYSE:KEY) lifted its earnings forecast for the company ahead of the release.
  • The report follows the chip index's eighth straight daily fall on Friday, October 16, its longest losing streak in 16 years, and a partial rebound on Monday, October 19.

The Schedule and the Bar

Texas Instruments (NASDAQ:TXN) designs and manufactures analog and embedded processing chips used in industrial equipment, cars, personal electronics and data centres. It is scheduled to report third-quarter results on Wednesday, October 21, 2026, according to a published earnings calendar, although other data pages give October 20 and October 27. Consensus earnings stand at USD 2.41 per share in one provider's data and USD 2.42 in another, with revenue near USD 5.91 billion in both. Data centre revenue doubled in the previous quarter, as reported on October 20, and KeyCorp raised its forecast. The chip index fell 3.8% on Friday, October 16 and 11.4% on the week, before the VanEck Semiconductor ETF (NASDAQ:SMH) rose about 3% on Monday, October 19.

How Data Centre Power Feeds an Analog Chipmaker

Analog chips handle real-world signals such as voltage, current and temperature. For Texas Instruments (NASDAQ:TXN), the data centre link runs mainly through power management, the chips that convert and regulate electricity on its way to processors. Each new AI server rack draws far more power than a conventional one, which raises the number of power chips per installation. The company also owns most of its manufacturing capacity, so higher volumes spread fixed factory costs across more units and can lift margins, while weaker volumes do the reverse. That operating leverage, meaning profits move faster than revenue, is why guidance on factory utilisation can matter as much as the quarter itself. Industrial and automotive demand remains the larger share of sales.

Risks and What to Watch

The first risk for Texas Instruments (NASDAQ:TXN) is that data centre strength is too small to offset any softness in industrial and automotive orders, which are cyclical. The second is sentiment: chip shares sold off broadly in the week to October 16 on doubts about AI spending, and Micron (NASDAQ:MU) traded 2.2% lower before the open on October 20, so analog names can trade with the group regardless of their own results. The third is the date conflict across data providers, which could catch some investors off guard. Investors should watch fourth-quarter guidance, data centre commentary and margins on October 21, the Federal Reserve decision on Wednesday, October 28 and Intel (NASDAQ:INTC) results on Thursday, October 29, 2026.

Where Things Stand

The answer is that Texas Instruments (NASDAQ:TXN) faces a consensus of about USD 2.41 to USD 2.42 per share and USD 5.91 billion of revenue, and its outlook matters more than the quarter. A doubling of data centre revenue last quarter gives the AI build-out a second route into the stock, through power chips rather than processors. The next catalysts are the scheduled report on October 21, the Fed decision on October 28 and Intel results on October 29. Consensus figures are estimates that may not be met, and this is not investment advice.