diff --git a/esphome/components/audio/__init__.py b/esphome/components/audio/__init__.py
index b28c2ed3d8c..9cc80b9b33a 100644
--- a/esphome/components/audio/__init__.py
+++ b/esphome/components/audio/__init__.py
@@ -214,4 +214,4 @@ async def to_code(config):
         cg.add_define("USE_AUDIO_MP3_SUPPORT")
     if data.opus_support:
         cg.add_define("USE_AUDIO_OPUS_SUPPORT")
-        add_idf_component(name="esphome/micro-opus", ref="0.3.5")
+        add_idf_component(name="esphome/micro-opus", ref="0.3.6")
diff --git a/esphome/components/lvgl/__init__.py b/esphome/components/lvgl/__init__.py
index c37a32eccab..a6afa12afa4 100644
--- a/esphome/components/lvgl/__init__.py
+++ b/esphome/components/lvgl/__init__.py
@@ -226,6 +226,9 @@ async def to_code(configs):
     config_0 = configs[0]
     # Global configuration
     if CORE.is_esp32:
+        # Skip compiling lvgl examples
+        add_idf_sdkconfig_option("CONFIG_LV_BUILD_EXAMPLES", False)
+        add_idf_sdkconfig_option("CONFIG_LV_BUILD_DEMOS", False)
         if get_esp32_variant() == VARIANT_ESP32P4:
             add_idf_sdkconfig_option("CONFIG_LV_DRAW_BUF_ALIGN", 64)
             # disable use of PPA for fills until upstream bugs fixed
@@ -406,7 +409,10 @@ async def to_code(configs):
     lv_conf_h_file = CORE.relative_src_path(LV_CONF_FILENAME)
     write_file_if_changed(lv_conf_h_file, generate_lv_conf_h())
     cg.add_build_flag("-DLV_CONF_H=1")
-    cg.add_build_flag(f'-DLV_CONF_PATH=\\"{LV_CONF_FILENAME}\\"')
+    # handle windows paths in a way that doesn't break the generated C++
+    lv_conf_h_path = Path(lv_conf_h_file).as_posix()
+    cg.add_build_flag(f'-DLV_CONF_PATH=\\"{lv_conf_h_path}\\"')
+    cg.add_build_flag("-DLV_KCONFIG_IGNORE")
 
     for prop in df.get_remapped_uses():
         df.LOGGER.warning(
diff --git a/esphome/components/lvgl/lvgl_esphome.h b/esphome/components/lvgl/lvgl_esphome.h
index 8e34f16c98f..66f823d549e 100644
--- a/esphome/components/lvgl/lvgl_esphome.h
+++ b/esphome/components/lvgl/lvgl_esphome.h
@@ -71,7 +71,7 @@ inline void lv_style_set_text_font(lv_style_t *style, const font::Font *font) {
   lv_style_set_text_font(style, font->get_lv_font());
 }
 #endif
-#ifdef USE_IMAGE
+#if defined(USE_LVGL_IMAGE) && defined(USE_IMAGE)
 // Shortcut / overload, so that the source of an image can easily be updated
 // from within a lambda.
 inline void lv_image_set_src(lv_obj_t *obj, esphome::image::Image *image) {
diff --git a/esphome/components/lvgl/widgets/textarea.py b/esphome/components/lvgl/widgets/textarea.py
index e5ab8846859..baa40ee2c6e 100644
--- a/esphome/components/lvgl/widgets/textarea.py
+++ b/esphome/components/lvgl/widgets/textarea.py
@@ -16,6 +16,7 @@ from ..lv_validation import lv_bool, lv_int, lv_text
 from ..schemas import TEXT_SCHEMA
 from ..types import LvText
 from . import Widget, WidgetType
+from .label import CONF_LABEL
 
 CONF_TEXTAREA = "textarea"
 
@@ -46,6 +47,9 @@ class TextareaType(WidgetType):
             TEXTAREA_SCHEMA,
         )
 
+    def get_uses(self):
+        return (CONF_LABEL,)
+
     async def to_code(self, w: Widget, config: dict):
         for prop in (CONF_TEXT, CONF_PLACEHOLDER_TEXT, CONF_ACCEPTED_CHARS):
             if (value := config.get(prop)) is not None:
diff --git a/esphome/components/time/__init__.py b/esphome/components/time/__init__.py
index bb6470a7ccd..9c33b6358d9 100644
--- a/esphome/components/time/__init__.py
+++ b/esphome/components/time/__init__.py
@@ -284,13 +284,23 @@ def validate_tz(value: str) -> str:
     tzfile = _load_tzdata(value)
     if tzfile is not None:
         value = _extract_tz_string(tzfile)
+        is_iana = True
+    else:
+        is_iana = False
 
     # Validate that the POSIX TZ string is parseable (skip empty strings)
     if value:
         try:
             parse_posix_tz_python(value)
         except ValueError as e:
-            raise cv.Invalid(f"Invalid POSIX timezone string '{value}': {e}") from e
+            if is_iana:
+                raise cv.Invalid(f"Invalid POSIX timezone string '{value}': {e}") from e
+            raise cv.Invalid(
+                f"Invalid POSIX timezone string '{value}': {e}. "
+                f"If you meant to use an IANA timezone, check the list of valid "
+                f"timezones at "
+                f"https://en.wikipedia.org/wiki/List_of_tz_database_time_zones"
+            ) from e
 
     return value
 
diff --git a/esphome/idf_component.yml b/esphome/idf_component.yml
index 5cfa8532ff5..4148147a3b7 100644
--- a/esphome/idf_component.yml
+++ b/esphome/idf_component.yml
@@ -4,7 +4,7 @@ dependencies:
   esphome/esp-audio-libs:
     version: 2.0.3
   esphome/micro-opus:
-    version: 0.3.5
+    version: 0.3.6
   espressif/esp-dsp:
     version: "1.7.1"
   espressif/esp-tflite-micro:
diff --git a/script/analyze_component_buses.py b/script/analyze_component_buses.py
index 427602dff24..17af7af5771 100755
--- a/script/analyze_component_buses.py
+++ b/script/analyze_component_buses.py
@@ -83,6 +83,7 @@ ISOLATED_COMPONENTS = {
     "openthread": "Conflicts with wifi: used by most components",
     "openthread_info": "Conflicts with wifi: used by most components",
     "matrix_keypad": "Needs isolation due to keypad",
+    "microphone": "Defines PDM microphone requiring I2S port 0 - conflicts with micro_wake_word PDM mic when merged",
     "modbus_controller": "Defines multiple modbus buses for testing client/server functionality - conflicts with package modbus bus",
     "neopixelbus": "RMT type conflict with ESP32 Arduino/ESP-IDF headers (enum vs struct rmt_channel_t)",
     "packages": "cannot merge packages",