SITIME (SITM) Company Report

SiTime operates in the precision timing market, which is currently $10-11 billion and projected to grow to $20 billion in a decade, with SiTime's serviceable addressable market (SAM) at approximately $3 billion.
The company experienced strong growth in 2025, particularly from AI and Communications Enterprise Data Center (CED), with CED growing at triple-digit rates for six consecutive quarters. For 2026, SiTime anticipates a base growth rate of 25-30% and aims to maintain 60-65% gross margins.
Key growth opportunities include the data center market, where SiTime's dollar content per rack is increasing (e.g., $500-$600 for a Blackwell rack), and the automotive sector, which is expected to become a $100 million business in the near term due to ADAS and GPS-aware applications.
SiTime possesses $800 million in cash with no debt and is actively pursuing M&A to scale its timing business, targeting $1 billion in revenue while upholding its financial metrics of 25-30% growth, 60%+ gross margins, and 25-35% net profit.

Jan 13, 2026, 7:15 PM

Transcript

SiTime Discusses Market Opportunity, Growth Drivers, and Strategic Outlook at Needham Conference

SITM

Revenue Acceleration/Inflection

New Projects/Investments

M&A

SiTime operates in the precision timing market, an $10-11 billion total addressable market (TAM) growing at 5-7% annually, with SiTime's serviceable addressable market (SAM) at $3 billion.
In 2025, the company's Communications Enterprise Data Center (CED) segment, driven by AI, achieved triple-digit growth (120-140%) for six consecutive quarters.
For 2026, SiTime anticipates a base growth rate of 25-30%, targeting 60-65% gross margins and 25-35% net profit.
Significant growth opportunities include increasing content in data center racks (e.g., $500-$600 per NVIDIA Blackwell rack) , strong positioning in 1.6 terabit optical modules , and the automotive sector, projected to be a $100 million business in the near term.
The company plans to scale through M&A, aiming for $1 billion in revenue while maintaining its financial targets, supported by $800 million in cash and no debt.

Jan 13, 2026, 7:15 PM

Transcript

SiTime Discusses Market Opportunity, 2025 Growth Drivers, and Future Strategy at Needham Conference

SITM

Guidance Update

Revenue Acceleration/Inflection

M&A

SiTime operates in the precision timing market, which is currently $10-11 billion and projected to grow to $20 billion in a decade, with the company's serviceable addressable market (SAM) at $3 billion.
The company experienced significant growth in 2025, driven by triple-digit growth (120-140%) in its Communications Enterprise Data Center (CED) segment, largely due to AI, and anticipates a base growth rate of 25%-30% for 2026.
SiTime aims for 60%-65% gross margins and 25%-35% net profit, and is pursuing M&A to scale up to $1 billion in revenue while maintaining these financial targets, supported by $800 million in cash and no debt.
Key growth opportunities include an estimated $500-$600 dollar content per NVIDIA Blackwell rack, a strong position in 800G and 1.6 terabit optical modules, and an automotive business projected to reach $100 million in the near term.

Jan 13, 2026, 7:15 PM

Transcript

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

Transcript

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

Transcript

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

Transcript

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

Transcript

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

Transcript

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

8-K

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.