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.
CG
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
PP
Peter Peng
Evercore ISI
3 questions for SLAB
Also covers: AMKR, MKSI, MTSI +4 more
QB
Quinn Bolton
Needham & Company, LLC
3 questions for SLAB
Also covers: ALAB, ALGM, AMBA +22 more
TO
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
SP
Srinivas Pajjuri
Raymond James & Associates, Inc.
2 questions for SLAB
Also covers: ALAB, AMAT, ARM +10 more
JM
Joseph Moore
Morgan Stanley
1 question for SLAB
Also covers: ADI, AEVA, ALAB +22 more
ND
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 Discusses Edge AI Strategy, Series 3 Products, and Growth Drivers
SLAB
Product Launch
Revenue Acceleration/Inflection
New Projects/Investments
- Silicon Labs is strategically focused on AI at the edge, anticipating a multi-year growth journey beyond data centers, and is not primarily focused on data centers.
- The company's next-generation Series 3 devices are designed for edge AI, featuring up to 100 times the processing capability of Series 2 and advanced security, with the first device already shipping in high volume and expected to command higher Average Selling Prices (ASPs).
- Significant growth drivers include Continuous Glucose Monitors (CGM), projected to reach 10% of revenue in 2025 from near zero in 2024, and Electronic Shelf Labels (ESL), where the company's solutions offer seven-year battery life on a coin cell battery.
- Smart metering also represents a major growth opportunity, notably a 250 million unit deployment in India that commenced in mid-2024 and is still ramping up.
- Silicon Labs targets long-term gross margins of 56%-58%, with recent performance in the high 50s to low 60s due to its industrial focus, and aims to sustain a 20% compounding annual growth rate, building on its historical 15%-18%.
Dec 11, 2025, 5:50 PM
Silicon Labs Discusses AI Edge Strategy, Growth Drivers, and Financial Outlook
SLAB
Product Launch
Revenue Acceleration/Inflection
Guidance Update
- Silicon Labs is focused on the "far edge physical AI" opportunity, with its new Series 3 devices designed to support this trend by offering up to 100x the processing capability of Series 2 and enhanced security features. The first Series 3 device began shipping in high volume in Q1 or Q2 2025.
- The company anticipates significant growth from Continuous Glucose Monitors (CGM), projecting this application to contribute 10% of total revenue "pretty soon over the next couple of quarters" (from a near-zero base in 2024), and reported that its medical segment grew 60% year-on-year in 2025.
- Growth in the Industrial & Commercial segment is driven by the broad deployment of Electronic Shelf Labels (ESL) and smart metering, including a 250 million unit deployment in India that started in mid-2024 and is still ramping.
- Silicon Labs maintains a long-term gross margin target of 56%-58%, with expectations for 2025 and 2026 to be in the high 50s to low 60s, attributed to its industrial-focused business model.
- Management believes the company can sustain a 20% compounding annual growth rate, building on its historical 15%-18% over the past 10-15 years, and expects to deploy excess cash flow primarily through share buybacks.
Dec 11, 2025, 5:50 PM
Silicon Labs Outlines Edge AI Strategy and Growth Drivers
SLAB
New Projects/Investments
Revenue Acceleration/Inflection
Product Launch
- Silicon Labs is focused on edge AI, with its new Series 3 devices offering up to 100 times the processing capability of Series 2 and expected to bring higher Average Selling Prices (ASPs). The first Series 3 device is already shipping in high volume.
- The Home and Life segment is experiencing rapid growth, particularly from Continuous Glucose Monitors (CGM), which are projected to contribute approximately 10% of revenue over the next couple of quarters, up from approximately zero in 2024. Medical revenue grew 60% year-on-year in 2025.
- Significant growth opportunities exist in the Industrial and Commercial segment through Electronic Shelf Labels (ESL) and Smart Metering. ESL deployments are expanding with retailers, and smart metering is seeing a worldwide push, notably with a 250 million unit deployment in India that began in mid-2024 and is still ramping up.
- The company maintains a strong financial profile with long-term gross margin targets of 56%-58%, with near-term expectations for 2025 and 2026 in the high 50s to low 60s, driven by its industrial focus and distribution channel performance.
- Silicon Labs has a history of 15%-18% compounding annual growth rate over the past 10-15 years and aims to sustain 20% growth, anchored by the increasing demand for connected devices requiring wireless radios and MCUs.
Dec 11, 2025, 5:50 PM
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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