Silicon Laboratories Inc

Latest Results (21.11.2025):

Silicon Laboratories Inc reported results for the second quarter of 2025 (Q2 2025): revenue of $193 million, up 33% year‑over‑year, with GAAP net loss of $21.8 million (GAAP diluted loss per share $(0.67)) and non‑GAAP diluted earnings per share of $0.11. The company showed improving operating performance versus the prior year, maintained strong gross margins, and provided guidance for Q3 2025 with higher targeted margins and a non‑GAAP EPS range.

Revenue and segment growth

Total revenue was $193 million (+33% YoY). Industrial & Commercial revenue was $110 million (+25% YoY) and Home & Life revenue was $83 million (+45% YoY), indicating broad strength across end markets.

Profitability and margins

GAAP gross margin was 56.1% and non‑GAAP gross margin was 56.3%. On a GAAP basis the company recorded an operating loss of about $23 million and a GAAP diluted loss per share of $(0.67). On a non‑GAAP basis (adjusting for stock comp, intangible amortization and certain items) Silicon Labs reported roughly $1 million of operating income and non‑GAAP diluted EPS of $0.11.

Quarterly outlook (Q3 2025)

The press release gives guidance for Q3 2025 margins and expenses but did not include the revenue range in the published text. Guidance includes GAAP and non‑GAAP gross margin of 57%–58%; GAAP operating expenses of ~$130M–$133M (non‑GAAP op. expenses ~$107M–$110M); GAAP diluted loss per share $(0.60) to $(0.20); non‑GAAP diluted EPS $0.20 to $0.40.

Balance sheet & cash flow

Cash and cash equivalents were $314.5 million at quarter end (an increase of about $32.9 million in the quarter). Short‑term investments were about $101.1 million and total assets were roughly $1.22 billion. Inventories were $80.9 million, down versus the prior period.

Business milestones

Product achievements included the upcoming general availability of the SiXG301 — the company’s first Series 3 device and reported as the world’s first to achieve PSA Level 4 iSE/SE certification — and introduction of the SiXG302 Series 3 device expected to sample next year. Silicon Labs also announced its Works With developer conference series returning in 2025.