Inferra AI / Company / SLAB

Silicon Laboratories Inc.

SLAB · Information Technology

Last earnings Aug 11, 2026

Key results

Revenuequarter

9%

The Silicon Labs team delivered strong sequential and year-over-year revenue growth of 9% and 33%, respectively, while also driving improved profitability, said Matt Johnson, President and Chief Executive Officer at Silicon Labs.

SEC original ↗Silicon Laboratories Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Industrial Commercial revenuequarter

$110 million

Revenue was $193 million Industrial Commercial revenue for the quarter was $110 million, up 25% year-over-year Home Life revenue for the quarter was $83 million, up 45% year-over-year Results on a GAAP basis

SEC original ↗Silicon Laboratories Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Home Life revenuequarter

25%

Revenue was $193 million Industrial Commercial revenue for the quarter was $110 million, up 25% year-over-year Home Life revenue for the quarter was $83 million, up 45% year-over-year Results on a GAAP basis

SEC original ↗Silicon Laboratories Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Growthquarter

up 45%

Revenue was $193 million Industrial Commercial revenue for the quarter was $110 million, up 25% year-over-year Home Life revenue for the quarter was $83 million, up 45% year-over-year Results on a GAAP basis

SEC original ↗Silicon Laboratories Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

GAAP gross marginquarter

56.1%

GAAP gross margin was 56.1% GAAP operating expenses were $131 million GAAP operating loss was $23 million GAAP diluted loss per share was $(0.67) Results on a non-GAAP basis, excluding the impact of stock compensation, amortization of acquired intangible assets

SEC original ↗Silicon Laboratories Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Non-GAAP gross marginquarter

56.3%

Non-GAAP gross margin was 56.3% Non-GAAP operating expenses were $107 million

SEC original ↗Silicon Laboratories Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Non-GAAP operating incomequarter

$1 million

Non-GAAP operating income was $1 million Non-GAAP diluted

SEC original ↗Silicon Laboratories Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

EPSquarter

$0.11

earnings per share was $0.11 Business Highlights Announced the upcoming general availability of the SiXG301 - Silicon Labs' first Series 3 device and the world's first device to achieve PSA Level 4 iSE SE certification.

SEC original ↗Silicon Laboratories Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Gross marginquarter

$108,109 thousand

Gross profit 108,109 76,583 205,886 131,652

SEC original ↗Silicon Laboratories Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Research and developmentquarter

$87,821 thousand

Research and development 87,821 85,909 176,040 166,559

SEC original ↗Silicon Laboratories Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Selling, general, and administrativequarter

$43,155 thousand

Selling, general and administrative 43,155 38,695 84,793 72,248

SEC original ↗Silicon Laboratories Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

AI analysis

Q2 2025 · reported Aug 5, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

EPS · Q2 2025
$0.11
EX-99 · Aug 5, 2025
GAAP gross margin · Q2 2025
56.1%
EX-99 · Aug 5, 2025
Non-GAAP operating income · Q2 2025
$1M
EX-99 · Aug 5, 2025
Industrial Commercial revenue · Q2 2025
$110M
EX-99 · Aug 5, 2025

Headline figures

MetricQ2 2025Prior qtrYear ago
Revenue9%——
Industrial Commercial revenue$110 million——
Home Life revenue25%——
Growthup 45%——
GAAP gross margin56.1%——
Non-GAAP gross margin56.3%——
Non-GAAP operating income$1 million——
EPS$0.11——

EX-99 · Aug 5, 2025

Guidance · company-stated

revenue$210 million
gross margin

“to be between 57% to 58%”

operating expenses

“of approximately $130 million to $133 million”

Non-GAAP diluted earnings per share

“between $0.20 to $0.40”

Guidance stated in the release's Business Outlook table; no direction stated — figures as stated in the table.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

GAAP gross margin56.1%
Non-GAAP gross margin56.3%
Gross margin$108,109 thousand

Capital allocation

and global economy debt-related risks capital-raising risks the timing and scope of share repurchases and or dividends average selling prices of products may decrease significantly and rapidly information technology risks cyber-attacks against Silicon Labs products and its networks risks associated with any material weakness in our internal controls over financial reporting and other factors that are detailed in the SEC filings of Silicon Laboratories Inc.

Debt Credit Facility The Company and certain of its domestic subsidiaries (the Guarantors ) have a $ 400 million revolving credit facility, as amended on June 30, 2023, with a maturity date of June 30, 2028.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Announced the sixth annual Works With developer conference series - returning this fall with in-person events in Austin, Shenzhen, and Bangalore, followed by a global virtual event

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

revenue: “revenue to be between $200 to $210 million”

gross margin: “gross margin to be between 57% to 58%”

operating expenses: “operating expenses of approximately $130 million to $133 million”

Non-GAAP diluted earnings per share: “Non-GAAP diluted earnings per share between $0.20 to $0.40”

revenue (“Business Outlook”)
“revenue to be between $200 to $210 million”

gross margin (“Business Outlook”)
“gross margin to be between 57% to 58%”

operating expenses (“Business Outlook”)
“operating expenses of approximately $130 million to $133 million”

Non-GAAP diluted earnings per share (“Business Outlook”)
“Non-GAAP diluted earnings per share between $0.20 to $0.40”

Guidance stated in the release's Business Outlook table; no direction stated — figures as stated in the table.

Capital allocation

and global economy debt-related risks capital-raising risks the timing and scope of share repurchases and or dividends average selling prices of products may decrease significantly and rapidly information technology risks cyber-attacks against Silicon Labs products and its networks risks associated with any material weakness in our internal controls over financial reporting and other factors that are detailed in the SEC filings of Silicon Laboratories Inc.

SEC original ↗Silicon Laboratories Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Debt Credit Facility The Company and certain of its domestic subsidiaries (the Guarantors ) have a $ 400 million revolving credit facility, as amended on June 30, 2023, with a maturity date of June 30, 2028.

SEC original ↗Silicon Laboratories Inc. — 10-Q Quarterly report10-QAug 11, 2026

The credit facility includes a $ 25 million letter of credit sublimit and a $ 10 million swingline loan sublimit.

SEC original ↗Silicon Laboratories Inc. — 10-Q Quarterly report10-QAug 11, 2026

The Company also has an option to increase the size of the borrowing capacity by up to the greater of an aggregate of $ 250 million and 100 % of EBITDA of the last four fiscal quarters, plus an amount that would not cause a secured net leverage ratio (funded debt secured by assets/EBITDA) to exceed 3.50 to 1.00, subject to certain conditions.

SEC original ↗Silicon Laboratories Inc. — 10-Q Quarterly report10-QAug 11, 2026

The credit facility, other than swingline loans, will bear interest at the Adjusted Term Secured Overnight Financing Rate ( SOFR ) plus an applicable margin or, at the option of the Company, a base rate (defined as the highest of the Wells Fargo prime rate, the Federal Funds rate plus 0.50 % and the Adjusted Term SOFR plus 1.00 %) plus an applicable margin.

SEC original ↗Silicon Laboratories Inc. — 10-Q Quarterly report10-QAug 11, 2026

The applicable margins for the Adjusted Term SOFR loans range from 1.00 % to 1.75 % and for base rate loans range from 0.00 % to 0.75 %, depending in each case, on the leverage ratio as defined in the credit facility.

SEC original ↗Silicon Laboratories Inc. — 10-Q Quarterly report10-QAug 11, 2026

Risks & headwinds

These forward-looking statements reflect the current views and assumptions of Silicon Labs and are subject to various risks and uncertainties that could cause actual results to differ materially from expectations.

SEC original ↗Silicon Laboratories Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Legal Proceedings 23 Item 1A.

SEC original ↗Silicon Laboratories Inc. — 10-Q Quarterly report10-QAug 11, 2026

You are cautioned that any such forward-looking statements are not guarantees of future performance and involve a number of risks and uncertainties.

SEC original ↗Silicon Laboratories Inc. — 10-Q Quarterly report10-QAug 11, 2026

Commitments and Contingencies Litigation The Company is involved in various legal proceedings that have arisen in the normal course of business.

SEC original ↗Silicon Laboratories Inc. — 10-Q Quarterly report10-QAug 11, 2026

These factors impact the timing and uncertainty of revenues and cash flows.

SEC original ↗Silicon Laboratories Inc. — 10-Q Quarterly report10-QAug 11, 2026

and Singapore due to the presence of significant negative evidence, including recent operating losses and uncertainty around the timing of recovery in economic conditions within both the semiconductor industry and the broader economy.

SEC original ↗Silicon Laboratories Inc. — 10-Q Quarterly report10-QAug 11, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

30 documents

Earnings releases

10 documents

Presentations

0 documents

No presentations for Silicon Laboratories Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Silicon Laboratories Inc. are held in this edition of the library.

See also the earnings calendar for every tracked company’s next earnings date.