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Sep 30
SiTime Q3 2025 Earnings Report
SiTime reported its financial results for the third quarter ended September 30, 2025, with significant revenue growth driven by AI adoption.
Key Takeaways
SiTime achieved a milestone revenue of $83.6 million in the third quarter of 2025, marking a 45% increase year-over-year, primarily fueled by the growth in AI and increased adoption of its Precision Timing solutions. The company reported a GAAP net loss of $8.0 million but a non-GAAP net income of $23.4 million, demonstrating strong operational performance on an adjusted basis.
Net revenue for Q3 2025 increased by 45% year-over-year to $83.6 million.
Non-GAAP net income reached $23.4 million, or $0.87 per diluted share, significantly higher than GAAP net loss.
GAAP gross profit was $44.7 million (53.5% of revenue), while non-GAAP gross profit was $49.1 million (58.8% of revenue).
Cash, cash equivalents, and short-term investments totaled $809.6 million as of September 30, 2025.
SiTime
SiTime
Forward Guidance
SiTime anticipates continued rapid growth in upcoming quarters, expecting to exceed 50% year-over-year revenue growth for the full year 2025, driven by the strength of its Communications-Enterprise-Datacenter business.
Positive Outlook
- Expects rapid growth to continue in upcoming quarters.
- Anticipates exceeding 50% year-over-year revenue growth for 2025.
- Strength in Communications-Enterprise-Datacenter business is a key driver.
- Increased adoption of high-performance, resilient, and reliable Precision Timing solutions.
- AI growth is a significant power behind the company's revenue milestones.
Challenges Ahead
- No specific negative forward guidance was provided in the report.
- The report does not detail potential market headwinds.
- No mention of specific challenges in product development or supply chain.
- No explicit warnings about competitive pressures.
- No discussion of potential impacts from macroeconomic conditions.