Research analysts who have asked questions during Silicon Motion Technology earnings calls.
Craig Ellis
B. Riley Securities
4 questions for SIMO
Also covers: ACLS, AKTS, AMKR +16 more
Matthew Bryson
Wedbush Securities Inc.
4 questions for SIMO
Also covers: AXTI, DBD, TSEM +1 more
MH
Mehdi Hosseini
Susquehanna Financial Group
4 questions for SIMO
Also covers: AEIS, ALAB, AMAT +20 more
GH
Gokul Hariharan
JPMorgan Chase & Co
2 questions for SIMO
Also covers: 3711.TW, ASX, GDS +2 more
ND
Nick Doyle
Needham & Company
2 questions for SIMO
Also covers: CRNC, MBLY, MTSI +5 more
SD
Sujeeva De Silva
Roth MKM
2 questions for SIMO
Also covers: ACMR, AEVA, ALAB +16 more
SD
Suji Desilva
ROTH MKM
2 questions for SIMO
Also covers: ACMR, AEVA, AKTS +18 more
ND
Nicolas Doyle
Needham & Company, LLC
1 question for SIMO
Also covers: CRNC, LSCC, MX +9 more
Recent press releases and 8-K filings for SIMO.
Silicon Motion Confirms Quarterly Dividend Payment
SIMO
Dividends
- Silicon Motion Technology Corporation confirmed its quarterly cash dividend on February 2, 2026.
- On October 27, 2025, the Board of Directors declared an annual dividend of US$2.00 per ADS, equivalent to US$0.50 per ordinary share, to be paid in four quarterly installments.
- The next quarterly installment of $0.50 per ADS (equivalent to US$0.125 per ordinary share) is scheduled for payment on February 26, 2026, to shareholders of record on February 11, 2026.
1 day ago
Silicon Motion Discusses Market Expansion, Share Gains, and MaxLinear Arbitration
SIMO
New Projects/Investments
Revenue Acceleration/Inflection
Legal Proceedings
- Silicon Motion (SIMO) is guiding to a $1 billion annual revenue run rate for the fourth quarter and is expanding its market presence in automotive, enterprise, industrial, and commercial sectors, including AI-related opportunities.
- The company expects to increase its client SSD market share from 30% to 40% with the ramp of PCIe 5 controllers and its eMMC and UFS market share to over 30%. This growth is partly driven by NAND makers increasingly outsourcing controller development to SIMO.
- SIMO's MonTitan platform for enterprise SSDs, utilizing QLC NAND for AI inference and training, is projected to contribute 5%-10% of total revenue by late 2026 or late 2027. The company also plans a PCIe 6 controller tapeout at 4nm for its enterprise business in 2026.
- Silicon Motion is involved in arbitration regarding the MaxLinear merger termination, seeking the $160 million termination fee plus significant damages, with a decision expected in the second half of 2026.
Jan 13, 2026, 1:00 PM
Silicon Motion Discusses Market Leadership, New Opportunities, and Legal Proceedings
SIMO
New Projects/Investments
Legal Proceedings
Revenue Acceleration/Inflection
- Silicon Motion (SIMO) is the global leader in supplying NAND flash controllers, expanding its footprint into new opportunities such as enterprise, automotive, industrial, commercial, and AI-related applications.
- The company anticipates significant new revenue opportunities from its win with NVIDIA's BlueField 3 DPU, with further scaling expected in BlueField 4 and other switch products, leading to higher volumes and ASPs.
- SIMO's MonTitan platform for enterprise SSDs, leveraging its expertise in QLC NAND, is expected to contribute 5%-10% of total revenue by late 2026 or late 2027.
- NAND makers are increasingly outsourcing controller development to Silicon Motion, allowing SIMO to gain share across multiple products, including an expected increase in PC SSD market share from 30% to 40% with the ramp of PCIe 5 controllers.
- The arbitration process regarding the MaxLinear merger termination is ongoing, with closing arguments scheduled for March and a decision expected in the second half of 2026.
Jan 13, 2026, 1:00 PM
Silicon Motion Discusses Strategic Growth, New Product Investments, and Legal Proceedings
SIMO
New Projects/Investments
Legal Proceedings
Guidance Update
- Silicon Motion is expanding into new opportunities in automotive, enterprise, and industrial, and anticipates scaling beyond a $1 billion annual revenue run rate.
- The company expects to increase its market share in PC SSDs from 30% to 40% and in the eMMC and UFS controller market from 20%-25% to over 30% over the next few years.
- Silicon Motion is making significant investments in new products, including the MonTitan platform for enterprise SSDs, which is targeted to contribute 5%-10% of total revenue by late 2026 or late 2027, and plans to tape out a PCIe 6 controller at 4 nm in 2026.
- The company is involved in an arbitration process regarding the MaxLinear merger termination, seeking $160 million plus fees, interest, and significant damages, with a decision expected in the second half of 2026.
- Silicon Motion aims for long-term operating margins greater than 25%, up from a fourth-quarter guidance of 19%-20%.
Jan 13, 2026, 1:00 PM
Silicon Motion Nears $1 Billion Revenue Run Rate, Details Growth Drivers and NAND Shortage Impact
SIMO
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Silicon Motion is approaching a $1 billion revenue run rate, driven by its core Client SSD (50%-60% of revenue) and Mobile Controller (30%-40% of revenue) businesses, alongside rapidly growing Ferri Automotive (projected 10% of revenue by 2026) and Enterprise MonTitan (projected 5%-10% of revenue by 2026-2027) segments.
- The company anticipates significant growth from its Enterprise MonTitan PCIe Gen 5 controllers, which are ramping from 2026, and the emerging boot drive business with NVIDIA, offering ASPs scaling up to north of $100 for high-density drives. Gen 6 silicon for enterprise is expected in H2 2026.
- Management forecasts the global NAND supply shortage to continue for at least two years (2026-2027), but Silicon Motion expects minimal impact due to its strong OEM and NAND maker relationships, with over 50% of its business tied to NAND maker projects.
- Silicon Motion aims for long-term operating margins of 25%+ while maintaining gross margins at 48%-50%. The company's capital allocation prioritizes dividends (currently $2 per share), share buybacks, and strategic acquisitions.
Dec 3, 2025, 10:35 PM
Silicon Motion Highlights Growth Drivers and Market Share Gains at UBS Conference
SIMO
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Silicon Motion is approaching a $1 billion revenue run rate, with Client SSDs contributing 50%-60% of total revenue, mobile controllers 30%-40%, Ferri Automotive projected to reach 10% of revenue by 2026, and Enterprise MonTitan 5%-10% of total revenue by 2026-2027.
- The company's Enterprise MonTitan product line, featuring PCIe Gen5 controllers, has secured two tier-one customer design wins expected to ramp from 2026, with a total of six customers. Additionally, boot drive solutions for NVIDIA's BlueField-3 and BlueField-4 are ramping up, with ASPs potentially scaling to over $100 for higher densities, contributing significant revenue upside.
- CEO Wallace Kou expects the NAND supply shortage to persist for at least two years (2026-2027) due to high demand, but Silicon Motion's business is largely insulated as over 50% is related to NAND maker projects and 70% to OEMs.
- Silicon Motion anticipates its Client SSD market share for PCIe Gen 5 to reach 50% or higher, an increase from its current 30% for Gen 4, driven by multiple design wins.
- CFO Jason Tsai noted that gross margins are within the historical 48%-50% range, and operating margins are currently 19%-20%, with a long-term target of 25%+. The company's capital allocation strategy includes dividends, share buybacks, and strategic acquisitions.
Dec 3, 2025, 10:35 PM
Silicon Motion Nears $1 Billion Revenue Run Rate, Highlights Growth Drivers and Financial Targets
SIMO
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Silicon Motion (SIMO) is approaching a $1 billion revenue run rate, driven by its four major product lines: client SSDs (50-60% of revenue), mobile controllers (30-40%), Ferriero Automotive (expected to reach 10% of revenue by 2026), and enterprise MonTitan.
- The enterprise MonTitan product line, including boot drives for AI, is projected to contribute 5-10% of revenue by 2026-2027, with strong design wins and high average selling prices (ASPs) for solutions ranging from $20 to over $100 per unit.
- SIMO anticipates its client SSD market share to grow to 40% or higher with the ramp-up of PCIe Gen 5 controllers, which have secured design wins with over 90% of module makers and multiple NAND makers.
- Despite an expected NAND supply shortage through 2026 and 2027, Silicon Motion foresees a "rather small" impact on its business due to strong OEM projects and new design wins, while maintaining gross margin targets of 48-50% and long-term operating margin targets of 25%+.
Dec 3, 2025, 10:35 PM
Silicon Motion Announces Strong Q3 2025 Results and Positive Q4 Guidance
SIMO
Earnings
Guidance Update
Product Launch
- Silicon Motion reported Q3 2025 Non-GAAP revenue of $242.0 million, marking a 22% sequential increase, and diluted EPS of $1.00, up from $0.69 in the prior quarter.
- The company projects Q4 2025 Non-GAAP revenue between $254 million and $266 million, an expected 5% to 10% sequential increase, with anticipated gross margins of 48.5% to 49.5% and operating margins of 19.0% to 20.0%.
- SSD controller sales and eMMC+UFS controller sales both increased 20% to 25% quarter-over-quarter in Q3 2025.
- The new high-performance PCIe 5.0 SSD controller, SM2508, contributed 15% of client SSD revenue in Q3 2025 after beginning early shipments in Q3 2024.
Oct 31, 2025, 12:00 PM
Silicon Motion Technology Corporation Reports Strong Q3 2025 Results and Positive Q4 Outlook
SIMO
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Silicon Motion Technology Corporation reported strong Q3 2025 results, with sales increasing 22% to $242 million, exceeding guidance, and non-GAAP earnings per ADS of $1.
- The company provided a positive Q4 2025 outlook, projecting revenue to increase 5%-10% to $254 million-$266 million, with gross margins expected between 48.5%-49.5% and operating margins between 19%-20%.
- Growth was driven by eMMC and UFS revenue, which was up over 20% sequentially, and client SSD revenue, also up more than 20% sequentially, with PCIe Gen5 controller revenue growing 45% sequentially.
- Management is confident in exceeding a $1 billion annual revenue run rate this quarter, fueled by strong demand in legacy businesses and new automotive and enterprise products.
- The MonTitan enterprise storage products are anticipated to contribute 5%-10% of total revenue by late 2026 or 2027, benefiting from AI inference demand and HDD shortages.
Oct 31, 2025, 12:00 PM
Silicon Motion Technology Corporation Reports Strong Q3 2025 Results and Positive Q4 Outlook
SIMO
Earnings
Guidance Update
New Projects/Investments
- Silicon Motion Technology Corporation reported strong Q3 2025 revenue of $242 million, a 22% sequential increase, exceeding guidance, with gross margins at 48.7% and operating margins at 15.8%.
- The company provided Q4 2025 revenue guidance of $254 million to $266 million, representing a 5% to 10% sequential increase, with expected gross margins between 48.5% and 49.5% and operating margins between 19% and 20%.
- Growth is driven by PCIe Gen5 controllers (client SSD revenue up >20% sequentially), eMMC/UFS business (up >20% sequentially), and expanding automotive and enterprise (MonTitan, boot drives) segments. Management is confident in exceeding an annual revenue run rate of over $1 billion in Q4 2025, with automotive projected to represent at least 10% of revenue and MonTitan 5% to 10% of revenue by late 2026 or 2027.
Oct 31, 2025, 12:00 PM
Quarterly earnings call transcripts for Silicon Motion Technology.
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