Texas Instruments Inc. (TXN) and Afero, a provider of enterprise‑grade secure Internet‑of‑Things (IoT) software, have announced a partnership to deliver a fully integrated secure IoT platform for smart‑home and industrial applications. The collaboration combines TI’s first Wi‑Fi microcontrollers—designed for low‑power, high‑performance embedded use—with Afero’s end‑to‑end security framework, enabling manufacturers to ship cloud‑connected devices that meet U.S. supply‑chain and security requirements.
The partnership positions TI to capture a share of the projected multi‑billion‑dollar IoT ecosystem. TI’s leadership has highlighted secure connectivity as a key growth driver, noting that domestic sourcing and robust security are increasingly demanded by U.S. customers. Afero’s software adds authentication, encryption, and device‑management capabilities that complement TI’s hardware, creating a turnkey solution that reduces time‑to‑market for new products.
Texas Instruments’ recent financial performance underscores the strategic fit. In Q3 2025, the company reported revenue of $4.74 billion, up 14% year‑over‑year, and earnings per share of $1.48, meeting analyst expectations. The company is scheduled to report Q4 2025 earnings on January 22, 2026, with analysts forecasting EPS of $1.28 for that quarter, a slight decline from $1.30 in the same period last year. The partnership is expected to support TI’s broader strategy of expanding its embedded processing portfolio and reinforcing its reputation for reliable, secure analog and embedded chips.
The collaboration will be showcased at CES 2026, where TI and Afero plan to demonstrate the integrated solution to potential customers and industry observers. By aligning hardware and software, the joint offering addresses the growing demand for secure, domestically sourced IoT devices, positioning TI to compete more effectively against global rivals that rely on overseas supply chains.
The partnership is a material event that could influence TI’s long‑term growth trajectory, particularly in the smart‑home and industrial IoT markets. It reflects a strategic shift toward integrated security solutions and aligns with broader industry trends toward domestic manufacturing and robust cybersecurity.
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