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Apr 05
Silicon Labs Q1 2025 Earnings Report
Silicon Labs reported strong year-over-year growth in Q1 2025, driven by momentum in IoT and next-gen platform ramp.
Key Takeaways
Silicon Labs posted significant revenue growth in Q1 2025, supported by robust design wins and the ramp of its Series 3 platform. Despite a GAAP net loss, non-GAAP results reflected improved operating leverage, while new SoCs positioned the company for continued leadership in low-power wireless connectivity.
Revenue reached $177.7M, up from $106.4M a year earlier.
Non-GAAP EPS improved to -$0.08 from deeper losses previously.
Industrial & Commercial revenue grew 47% YoY to $96M.
Series 3 platform and new SoC launches fuel innovation and growth outlook.
Silicon Labs
Silicon Labs
Silicon Labs Revenue by Segment
Revenue by Segment
Industrial & Commercial Revenue
CapyFin.comHome & Life Revenue
CapyFin.com Forward Guidance
Silicon Labs expects continued revenue growth in Q2 2025, driven by next-gen platform adoption and new SoC rollouts.
Positive Outlook
- Revenue guidance between $185M–$200M
- Non-GAAP EPS range of -$0.01 to $0.19
- Series 3 platform ramping in production
- Launch of BG29, BG22L, BG24L and MG26 SoCs targeting AI and IoT
- Gross margin expected to remain strong at 55–57%
Challenges Ahead
- GAAP EPS guidance remains negative: -$0.55 to -$0.95
- Ongoing macroeconomic and trade uncertainties
- Continued operating losses on GAAP basis
- High stock-based compensation of ~$20.5M projected
- Elevated R&D costs due to aggressive product development
Revenue & Expenses
Visualization of income flow from segment revenue to net income