Earnings summaries and quarterly performance for SITIME.
Executive leadership at SITIME.
Rajesh Vashist
Detailed
Chairman, President and Chief Executive Officer
CEO
EH
Elizabeth Howe
Detailed
Executive Vice President, Finance and Chief Financial Officer
FA
Fariborz Assaderaghi
Detailed
Executive Vice President, Engineering and Operations
LB
Lionel Bonnot
Detailed
Executive Vice President, Worldwide Sales and Business Development
PS
Piyush Sevalia
Detailed
Executive Vice President, Marketing
SA
Samsheer Ahmad
Detailed
Senior Vice President, Finance and Chief Accounting Officer
VP
Vincent Pangrazio
Detailed
Executive Vice President, Chief Legal Officer and Corporate Secretary
Board of directors at SITIME.
Research analysts who have asked questions during SITIME earnings calls.
QB
Quinn Bolton
Needham & Company, LLC
5 questions for SITM
Also covers: ALAB, ALGM, AMBA +22 more
CC
Christopher Caso
Wolfe Research
4 questions for SITM
Also covers: ADI, ALGM, AMAT +16 more
Tore Svanberg
Stifel Financial Corp.
4 questions for SITM
Also covers: ADI, ALAB, AMBA +14 more
SD
Sujeeva De Silva
Roth MKM
2 questions for SITM
Also covers: ACMR, AEVA, ALAB +16 more
CC
Chris Caso
Wolfe Research LLC
1 question for SITM
Also covers: ADI, ALGM, AMAT +12 more
Jeremy Kwan
Stifel
1 question for SITM
Also covers: AOSL, INSG, MXL +1 more
MD
Melissa Dailey Fairbanks
Raymond James Financial, Inc.
1 question for SITM
Also covers: ARW, AVT, BHE +2 more
SD
Sujeeva De Silva
ROTH Capital Partners
1 question for SITM
Also covers: VLN, WATT
SD
Suji Desilva
ROTH MKM
1 question for SITM
Also covers: ACMR, AEVA, AKTS +18 more
TO
Thomas O’Malley
Barclays Capital
1 question for SITM
Also covers: ALAB, ALGM, AMD +21 more
Recent press releases and 8-K filings for SITM.
SiTime Discusses Data Center Growth, Competitive Moat, and Diversified Market Opportunities
SITM
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- SiTime's precision timing technology is critical in data centers, particularly in networking, with content per rack potentially reaching multiple hundreds of dollars. The company is engaged with most players in the AI/data center ecosystem.
- The company emphasizes its strong competitive moat, built on its proprietary MEMS technology, analog expertise, and unique design tools, having shipped 4 billion cumulative units.
- SiTime is pursuing diversified growth opportunities across communications, enterprise, industrial, automotive (ADAS, FailSafe), defense, and consumer markets, including a large customer's internal modem.
- For Q4, SiTime guided for 60% gross margins. The company anticipates a Q4 to Q1 sequential revenue decline closer to 10-15%, an improvement from historical 19-21% declines, and expresses strong confidence for 2026 growth across segments.
Dec 2, 2025, 8:35 PM
SiTime Discusses Data Center Growth, MEMS Technology, and Market Opportunities at UBS Conference
SITM
Revenue Acceleration/Inflection
New Projects/Investments
Product Launch
- SiTime is experiencing impressive growth, particularly in the data center market, where its precision timing solutions are used across XPUs, GPUs, CPUs, switches, and networking components, with content per rack potentially reaching multiple hundreds of dollars.
- The company's competitive advantage stems from its proprietary MEMS technology, which offers smaller size, greater resilience to environmental factors, lower power consumption, and higher reliability (10 to 100 times better) compared to traditional quartz solutions.
- SiTime addresses an $11 billion Total Addressable Market (TAM) across oscillators, clocks, and resonators, and is uniquely positioned as the only company to offer solutions across all three at scale.
- SiTime expects to achieve 60% gross margins in Q4, with a long-term plan to expand margins, driven by the accretive nature of its data center/AI business and leverage from revenue growth.
- The company anticipates strong growth for 2026 across its diversified segments, including data center, consumer (with two chips in a large customer's internal modem), industrial, automotive (ADAS, FailSafe), and defense.
Dec 2, 2025, 8:35 PM
SiTime Discusses Growth Drivers, Market Opportunities, and Financial Outlook at UBS Conference
SITM
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- SiTime is a precision timing company with a significant presence in the Data Center/AI market, particularly in the networking fabric, where its content per fully integrated rack can be multiple hundreds of dollars.
- The company's MEMS timing technology provides key advantages over quartz, including smaller size, greater resilience, lower power, and superior quality, and SiTime is the only company that does clocks, oscillators, and resonators at scale.
- SiTime serves diverse markets including Communications, Enterprise, Data Center (CED), Industrial, Automotive, Defense (IAD), and Consumer, addressing an $11 billion total addressable market (TAM), which is expected to double in the next decade.
- The company guided for a 60% gross margin in Q4 and plans to expand gross margins long-term, driven by its accretive Data Center/AI business, despite the dilutive nature of its consumer segment.
- SiTime anticipates strong growth across its segments for 2026, with Q4 to Q1 sequential declines expected to moderate from historical 19-21% to 10-15% due to its changing business mix.
Dec 2, 2025, 8:35 PM
SiTime Reports Strong Q3 2025 Results and Introduces Titan Platform
SITM
Earnings
Product Launch
Revenue Acceleration/Inflection
- SiTime reported strong Q3 2025 financial results, with revenue of $83.6 million, up 45% year-over-year, and non-GAAP EPS more than doubling to $0.87.
- The Communications, Enterprise, and Data Center (CED) segment was a significant growth driver, increasing 115% year-over-year to $42.1 million and comprising 51% of total revenue.
- The company issued a robust Q4 2025 outlook, forecasting revenue between $100 million and $103 million, non-GAAP gross margins of 60%-60.5%, and non-GAAP EPS in the range of $1.16-$1.21 per share.
- SiTime announced the Titan platform, entering the $4 billion standalone resonator market, which is projected to grow to $1 billion by 2028 and is expected to yield gross margins of 60% or higher.
- The company continues to see strong design win momentum and a quadrupled clock funnel to $300 million, indicating future growth opportunities.
Nov 5, 2025, 10:00 PM
SiTime Reports Strong Q3 2025 Results and Provides Q4 2025 Outlook
SITM
Earnings
Guidance Update
Revenue Acceleration/Inflection
- SiTime reported strong Q3 2025 financial results, with revenue of $83.6 million, a 45% increase year-over-year, and non-GAAP EPS of $0.87, which more than doubled year-over-year.
- The Communications, Enterprise, and Data Center (CED) segment was a primary growth driver, surging 115% year-over-year to $42.1 million and representing 51% of total revenue in Q3 2025.
- The company provided a strong Q4 2025 outlook, projecting revenue between $100 million and $103 million and non-GAAP EPS in the range of $1.16 to $1.20.
- Gross margins for Q3 2025 were 58.8%, with an outlook for 60% to 60.5% in Q4 2025, primarily driven by an improving product mix, especially from the CED segment.
- SiTime introduced the Titan platform, marking its entry into the $4 billion standalone resonator market, which is expected to grow to a $1 billion serviceable market by 2028.
Nov 5, 2025, 10:00 PM
SiTime Corporation Announces Third Quarter 2025 Financial Results
SITM
Earnings
Revenue Acceleration/Inflection
Hiring
- SiTime Corporation reported net revenue of $83.6 million for the third quarter of 2025, representing a 45% increase compared to the year-ago quarter. The CEO expects rapid growth to continue, exceeding 50% year-over-year for 2025.
- For Q3 2025, the company reported a GAAP net loss of $8.0 million, or $0.31 per diluted share, while non-GAAP net income was $23.4 million, or $0.87 per diluted share.
- As of September 30, 2025, total cash, cash equivalents and short-term investments amounted to $809.6 million.
- On November 3, 2025, SiTime granted 27,923 restricted stock unit awards (RSUs) as an inducement to employment for 19 newly hired individuals.
Nov 5, 2025, 9:13 PM
SiTime Corp Announces Strong Q2 2025 Financial Results and Q3 2025 Outlook
SITM
Earnings
Guidance Update
Revenue Acceleration/Inflection
- SiTime Corp reported Q2 2025 revenue of $69.5 million, a 58% increase year-over-year, with non-GAAP EPS of $0.47, up from $0.12 a year ago.
- The Comms Enterprise Data Center (CED) market was a primary growth driver, increasing 137% year-over-year to $36 million and representing 52% of revenue.
- For Q3 2025, the company expects revenue between $77 million and $79 million and non-GAAP EPS in the range of $0.67 to $0.75.
- SiTime strengthened its balance sheet, ending the quarter with $796.7 million in cash and short-term investments after raising $388 million in net proceeds from a public offering.
Aug 7, 2025, 2:00 PM
SiTime Corporation announces common stock offering
SITM
- SiTime Corporation entered into an Underwriting Agreement on June 25, 2025, to sell 1,750,000 shares of its common stock.
- The public offering price for the common stock is $200.00 per share, with a net price to the company of $193.00 per share.
- The underwriters have a 30-day option to purchase up to an additional 262,500 shares of common stock from the company.
- The offering is scheduled to close on June 27, 2025.
Jun 26, 2025, 12:00 AM
SITIME Corp 8-K: Annual Meeting Vote Outcomes
SITM
Proxy Vote Outcomes
Board Change
Auditor Change
- Annual meeting held on May 30, 2025 where stockholders voted on key corporate governance proposals.
- Board director candidates (Raman K. Chitkara, Katherine E. Schuelke, and Rajesh Vashist) were approved to serve until the 2028 meeting.
- Advisory votes passed for executive officer compensation and for ratifying Deloitte & Touche LLP as the independent auditor for FY 2025.
May 30, 2025, 12:00 AM
SiTime Corp Reports Q1 2025 Financial Results
SITM
Earnings
Revenue Acceleration/Inflection
Guidance Update
- Revenue climbed 83% year-over-year to $60.3M
- GAAP results showed a gross profit of $30.3M and a net loss of $23.9M, while non-GAAP adjustments yielded a net income of $6.3M and EPS of $0.26 per share
- The company provided Q2 guidance with an expected 45–50% revenue growth and a target to reach 60% core gross margin by year-end
- Key segment performance included a tripling of the CED business and a 75%+ revenue increase from its largest customer
- Maintained robust liquidity with $398.9M in cash, cash equivalents, and short-term investments supporting ongoing operations
May 7, 2025, 9:01 PM
Quarterly earnings call transcripts for SITIME.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more