Loading...
•
Oct 04, 2025
Silicon Labs Q3 2025 Earnings Report
Silicon Labs reported Q3 2025 results with revenue of $206 million and a narrowed net loss, while delivering year-over-year growth in both revenue segments.
Key Takeaways
Silicon Labs posted sequential and year-over-year revenue growth in Q3 2025, though the company recorded a net loss under GAAP. Non-GAAP results were positive, with an EPS of $0.32 and operating income of $11 million. Strength in both the Industrial & Commercial and Home & Life segments contributed to the performance.
Revenue reached $206 million, reflecting strong year-over-year growth
GAAP net loss was $9.936 million, with EPS of $(0.30)
Non-GAAP EPS came in at $0.32, supported by $11 million in non-GAAP operating income
Industrial & Commercial and Home & Life segments grew 22% and 26% YoY, respectively
Revenue by Segment
Forward Guidance
Silicon Labs expects Q4 2025 revenue between $200M and $215M, with improving gross margins and a return to GAAP profitability within the range.
Positive Outlook
- Q4 revenue guidance of $200M to $215M indicates continued sales momentum
- Expected non-GAAP EPS between $0.40 to $0.70
- Gross margin projected to rise to 62%–64% GAAP and non-GAAP
- Non-GAAP operating expenses forecasted to decrease slightly to $110M–$112M
- Ongoing product launches and strategic partnerships support future growth
Challenges Ahead
- GAAP EPS guidance range still includes potential loss of up to $(0.22)
- GAAP operating expenses expected to rise to $134M–$136M
- Macroeconomic and geopolitical risks remain cited
- Ongoing operating losses on GAAP basis pose a profitability challenge
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...