Earnings summaries and quarterly performance for SILICON LABORATORIES.
Executive leadership at SILICON LABORATORIES.
Board of directors at SILICON LABORATORIES.
Research analysts who have asked questions during SILICON LABORATORIES earnings calls.
Cody Grant Acree
The Benchmark Company
4 questions for SLAB
Also covers: ATOM, INDI, SMTC +1 more
Christopher Rolland
Susquehanna Financial Group
3 questions for SLAB
Also covers: ADI, AMBA, AVGO +18 more
Peter Peng
Evercore ISI
3 questions for SLAB
Also covers: AMKR, MKSI, MTSI +4 more
Quinn Bolton
Needham & Company, LLC
3 questions for SLAB
Also covers: ALAB, ALGM, AMBA +22 more
Thomas O’Malley
Barclays Capital
3 questions for SLAB
Also covers: ALAB, ALGM, AMD +21 more
Tore Svanberg
Stifel Financial Corp.
3 questions for SLAB
Also covers: ADI, ALAB, AMBA +14 more
Srinivas Pajjuri
Raymond James & Associates, Inc.
2 questions for SLAB
Also covers: ALAB, AMAT, ARM +10 more
Joseph Moore
Morgan Stanley
1 question for SLAB
Also covers: ADI, AEVA, ALAB +22 more
Nicolas Doyle
Needham & Company, LLC
1 question for SLAB
Also covers: CRNC, LSCC, MX +9 more
Recent press releases and 8-K filings for SLAB.
Silicon Labs Reports Strong Q3 2025 Results and Provides Q4 Outlook
SLAB
Earnings
Guidance Update
New Projects/Investments
- Silicon Labs reported Q3 2025 revenue of $206 million, a 24% increase year-over-year, with a non-GAAP gross margin of 58% and non-GAAP EPS of $0.32.
- For Q4 2025, the company anticipates revenue between $200 million and $215 million and non-GAAP EPS of $0.40 to $0.70. Non-GAAP gross margin is projected at 62% to 64%, including a 200 basis point one-time benefit.
- Full-year 2025 revenue growth is expected to be 34% compared to 2024.
- Key growth drivers include strong performance in industrial and commercial segments, smart metering, and medical applications, with Continuous Glucose Monitors (CGM) projected to reach 10% of revenue by the first half of 2026. Asset tracking is also identified as a significant future growth opportunity.
- Operational developments include an expanded partnership with GlobalFoundries for U.S. manufacturing of Series 2 wireless SoCs and the launch of new AI-powered development tools, Studio 6 and Simplicity AI SDK, to streamline IoT development. Customer inventory levels are now at their lowest point since tracking began.
Nov 4, 2025, 1:30 PM
Silicon Labs Reports Q3 2025 Results and Provides Q4 2025 Outlook
SLAB
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Silicon Labs reported Q3 2025 revenue of $206 million, an increase from $193 million in Q2 2025.
- For Q3 2025, Non-GAAP gross margin improved to 58.0% from 56.3% in Q2 2025, and Non-GAAP earnings per share increased to $0.32 from $0.11 in Q2 2025.
- The company provided a Q4 2025 outlook with revenue projected between $200-$215 million and Non-GAAP earnings per share between $0.40-$0.70.
- As of Q3 2025, Silicon Labs reported $439 million in Cash, Cash Equivalents & Short-Term Investments and no total debt.
- The company forecasts 15-25% revenue growth, driven by a 10-15% CAGR in the IoT market and an additional 5-10% incremental CAGR specific to Silicon Labs.
Nov 4, 2025, 1:30 PM
Silicon Labs Reports Q3 2026 Results and Provides Q4 2026 Outlook
SLAB
Earnings
Guidance Update
New Projects/Investments
- Silicon Labs reported revenue of $206 million for the third quarter ended October 4, 2025, reflecting sequential and year-over-year growth.
- For Q3 2026, the company achieved non-GAAP diluted earnings per share of $0.32.
- Silicon Labs expects fourth-quarter revenue (Q4 2026) to be between $200 million to $215 million, with non-GAAP diluted earnings per share projected between $0.40 to $0.70.
- The company announced an expanded strategic partnership with Global Foundries (GF) to advance energy-efficient wireless technologies and scale U.S.-based semiconductor manufacturing.
Nov 4, 2025, 12:25 PM
Silicon Labs Reports Third Quarter 2025 Results and Provides Q4 Outlook
SLAB
Earnings
Guidance Update
Product Launch
- Silicon Labs reported revenue of $206 million for the third quarter ended October 4, 2025, with non-GAAP diluted earnings per share of $0.32.
- The company experienced year-over-year growth in key segments, with Industrial & Commercial revenue up 22% to $118 million and Home & Life revenue up 26% to $88 million.
- For the fourth quarter of 2025, Silicon Labs anticipates revenue to be between $200 million and $215 million, and non-GAAP diluted earnings per share to range from $0.40 to $0.70.
- Key business highlights include expanding a strategic partnership with GlobalFoundries to advance wireless technologies and launching the Simplicity Platform, a new suite of software tools with AI augmentation for embedded IoT systems.
Nov 4, 2025, 12:05 PM
Silicon Labs and GlobalFoundries Expand Strategic Partnership
SLAB
New Projects/Investments
- GlobalFoundries (GF) and Silicon Labs (SLAB) have expanded their strategic partnership to advance the development of next-generation, energy-efficient wireless technologies and scale U.S.-based semiconductor manufacturing.
- As part of the collaboration, Silicon Labs' wireless system-on-chips (SoCs) will be manufactured on GF’s new 40nm Ultra Low Power platform at GF’s facility in Malta, New York, marking the first introduction of this process technology in the U.S..
- This partnership addresses the growing demand across consumer and industrial IoT applications for advanced wireless connectivity and aims to strengthen U.S. semiconductor leadership.
- Development is underway, with production expected to ramp over the next several years.
Oct 30, 2025, 12:30 PM
Silicon Labs Launches Series 3 SoCs
SLAB
Product Launch
New Projects/Investments
- Silicon Labs (NASDAQ: SLAB) announced the general availability of the first products in its new Series 3 platform, the SiMG301 and SiBG301 SoCs, which are now shipping from Silicon Labs and authorized distribution partners worldwide as of October 2, 2025.
- The Series 3 platform introduces a multi-core architecture built on an advanced 22 nm process, delivering generational gains in compute, connectivity, integration, and security.
- Series 3 Secure Vault, debuting with the SixG301 family, has achieved the world's first PSA Level 4 security certification, the highest level recognized by PSA Certified, providing resilience against advanced physical attacks.
- The SiMG301 is among the first devices included in the Connectivity Standards Alliance's new Matter Compliant Platform Certification program, which is expected to accelerate Matter deployments and reduce time to market for device makers.
Oct 2, 2025, 2:00 PM
Quarterly earnings call transcripts for SILICON LABORATORIES.
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