Silicon Motion (S9M) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 29, 2026

TBA (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

1.86

Last Year’s EPS

0.6

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 9 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Apr 28, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed a strongly positive operational and financial narrative: record revenue, large YoY growth, expanding margins, explicit multi‑quarter sequential growth guidance, accelerating design wins and production ramps (MonTitan, boot drives, Ferri), and strategic NAND supplier relationships that help mitigate shortages. Notable risks remain — primarily severe NAND and DRAM supply/price pressure, elevated inventory and lower cash, delayed QLC availability, and component constraints — but management presented clear mitigation actions and confidence in securing supply and continuing share gains.

Company Guidance

Silicon Motion guided Q2 FY2026 revenue of $393M–$411M (implying ~15%–20% sequential growth), gross margin of 48.5%–49.5%, operating margin of 21%–22%, an effective tax rate of 19%, and stock‑based compensation/dispute expenses of $3.6M–$4.6M; management reiterated expectations for sequential growth throughout 2026 and a record‑revenue year with full‑year operating margin improving versus 2025 despite higher development spend. The guidance builds on 1Q26 results of $342.1M revenue (+23% QoQ, +105% YoY), 47.2% gross margin, 18.2% operating margin, EPS $1.58 and $210.9M cash (after a $16.9M dividend and inventory build); management also targets MonTitan to reach roughly 5%–10% of 2026 revenue, plans a PCIe‑6 MonTitan 4nm tape‑out in Q3, and stated ~50% gross margin is achievable.

Record Quarterly Revenue and Strong Growth

Revenue of $342.1M in 1Q26, a sequential increase of 23% and a year-over-year increase of 105%, representing the company's highest quarterly revenue and coming in well above guidance.

Improved Profitability Metrics

Non-GAAP gross margin of 47.2% (above guided 46%–47%) and operating margin of 18.2% (above guidance). EPS was $1.58 per ADS.

Confident Near-Term Outlook and Upside Guidance

Company guides 2Q26 revenue to grow 15%–20% sequentially to $393M–$411M, expects gross margin to rise to 48.5%–49.5%, and operating margin to reach 21%–22%.

Outstanding Mobile and Embedded Performance

Embedded eMMC and UFS/mobile business up 30%–35% sequentially and over 140% year-over-year, driven by share gains and diversification into automotive and IoT markets.

SSD Controller Momentum and PCIe 5 Adoption

Overall SSD controller revenue +45% YoY despite a ~10% sequential seasonal decline; strong ramps of PCIe 5 controllers (including a new 4-channel DRAMless PCIe 5 introduced in Dec) expected to increase ASP and margins.

MonTitan Enterprise Opportunity Accelerating

MonTitan enterprise SSD controller: end-user qualification progressing faster than expected with volume commercial ramp beginning in the current quarter; currently in production ramps with 2 customers and design wins with 5 additional Tier‑1 CSPs (3 Asia, 2 U.S.). Company targets MonTitan to reach ~5%–10% of expanded 2026 revenue.

Boot Drive and Ferri Businesses Gaining Traction

Boot drive volume shipments began in 4Q25 to a leading AI GPU customer; Ferri (automotive/industrial) and boot drive storage scaled in 1Q26 and are expected to be meaningful revenue contributors during 2026.

Strategic NAND Relationships and Multi‑Supplier Sourcing

Company secured NAND supply from three different flash makers, which management cites as a key competitive advantage enabling share gains and support for customer ramps amid industry shortages.

Silicon Motion (DE:S9M) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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DE:S9M Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 29, 2026	2026 (Q2)	1.86 / -	0.603	―	―	―
Apr 28, 2026	2026 (Q1)	1.12 / 1.38	0.528	161.59% (+0.85)
Feb 03, 2026	2025 (Q4)	1.10 / 1.10	0.795	38.46% (+0.31)
Oct 31, 2025	2025 (Q3)	0.74 / 0.87	0.804	8.70% (+0.07)
Jul 31, 2025	2025 (Q2)	0.49 / 0.60	0.839	-28.13% (-0.24)
Apr 30, 2025	2025 (Q1)	0.39 / 0.53	0.559	-5.63% (-0.03)
Feb 05, 2025	2024 (Q4)	0.65 / 0.79	0.812	-2.15% (-0.02)
Oct 30, 2024	2024 (Q3)	0.74 / 0.80	0.55	46.03% (+0.25)	―
Aug 01, 2024	2024 (Q2)	0.81 / 0.84	0.332	152.63% (+0.51)	―
May 02, 2024	2024 (Q1)	0.49 / 0.56	0.288	93.94% (+0.27)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DE:S9M Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 28, 2026	€122.74	€158.67	+29.27%
Feb 03, 2026	€105.40	€103.41	-1.89%
Oct 31, 2025	€84.55	€83.56	-1.17%
Jul 31, 2025	€69.75	€64.84	-7.04%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.