EarningsQ3 2025 Earnings Report

Silicon Laboratories (SLAB) Q3 2025 Earnings Report

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Previous Report: Q2 2025

Next Report: Q4 2025

MX:SLAB Q3 2025 EPS Results

Actual EPS$5.79

Consensus EPS$5.56

Beat/MissBeat by +$0.24

One Year Ago EPS-$2.35

MX:SLAB Q3 2025 Revenue Results

Actual Revenue$3.73B

Expected Revenue$3.71B

Beat/MissBeat by +$12.67M

YoY Revenue Growth+23.80%

Earnings Announcement Details

QuarterQ3 2025

Date11/04/2025

TimeBefore Open

Conference CallTuesday, November 4, 2025

MX:SLAB Upcoming Earnings

Silicon Laboratories's next earnings date is estimated for November 4, 2026, based on past reporting schedules.

Q3 2025 Earnings Call Audio

MX:SLAB Q3 2025 Earnings Call

0:00 / 0:00

Q3 2025 Earnings Slide Deck

Q3 2025 Earnings Call Summary

Q3 2025

Earnings Call Date:Nov 04, 2025|

% Change Since:

Earnings Call Sentiment|Positive

Silicon Labs reported strong revenue growth and improved gross margins, driven by strategic execution and innovation in IoT. However, some challenges remain with customer inventory levels and sustainable gross margins. Overall, the company's outlook remains positive with expectations for continued market share gains.

Company Guidance

In the Silicon Labs Third Quarter Fiscal 2025 Conference Call, the company provided robust guidance and an optimistic outlook based on their recent financial performance. For the full year, they anticipate a 34% revenue growth compared to 2024, driven by strong demand in industrial and commercial sectors and a significant uptick in smart meter and medical applications. In Q3, revenue reached $206 million, a 7% sequential increase, and a 24% rise year-over-year. They project Q4 revenue between $200 million and $215 million, with gross margins expected to expand to 62%-64%. This margin increase incorporates a one-time benefit contributing about 200 basis points. Additionally, the company forecasted a non-GAAP operating expense range of $110 million to $112 million and anticipated non-GAAP earnings per share of $0.40 to $0.70. They highlighted strategic innovations like the Studio 6 enablement platform and Simplicity AI SDK, which are expected to accelerate IoT market penetration and drive long-term growth.

Strong Revenue Growth

Silicon Labs expects full-year revenue growth of 34% compared to 2024, with a diverse set of industrial applications driving a 7% sequential increase to $206 million in the September quarter.

Gross Margin Improvement

The company reported a non-GAAP gross margin of 58% for the September quarter, up 170 basis points from the prior quarter and 350 basis points better than the same quarter a year ago.

Expansion in IoT and New Tools

Introduction of Studio 6 and Simplicity AI SDK, aimed at streamlining development for IoT, showcasing innovation and leadership in the space.

Positive Outlook for 2026

Silicon Labs sees a path to continued market share gains and expects the Series 3 rollout to be more impactful than Series 2, supporting long-term growth.

Strong Cash Position

Ended the quarter with $439 million in cash, cash equivalents, and short-term investments.

MX:SLAB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change
Nov 04, 2026	2026 (Q3)	15.29 / -	5.79	―
Aug 11, 2026	2026 (Q2)	12.49 / 12.85	1.99	545.45% (+10.86)
May 05, 2026	2026 (Q1)	9.12 / 9.59	-1.448	762.50% (+11.04)
Feb 04, 2026	2025 (Q4)	9.93 / 10.13	-1.99	609.09% (+12.12)
Nov 04, 2025	2025 (Q3)	5.56 / 5.79	-2.352	346.15% (+8.14)
Aug 05, 2025	2025 (Q2)	1.66 / 1.99	-10.133	119.64% (+12.12)
May 13, 2025	2025 (Q1)	-1.63 / -1.45	-16.648	91.30% (+15.20)
Feb 04, 2025	2024 (Q4)	-1.94 / -1.99	-21.533	90.76% (+19.54)
Nov 04, 2024	2024 (Q3)	-3.62 / -2.35	11.219	-120.97% (-13.57)
Jul 24, 2024	2024 (Q2)	-11.58 / -10.13	18.819	-153.85% (-28.95)

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