SiTime’s Earnings Call Highlights Robust Growth and Future Prospects

Sitime Corporation ((SITM)) has held its Q3 earnings call. Read on for the main highlights of the call.

SiTime Corporation’s recent earnings call painted a picture of robust financial health and promising future prospects. The company reported impressive revenue growth, particularly in the CED segment, and introduced the Titan Platform, which is expected to drive future market expansion. Despite some concerns about seasonality and long-term revenue realization from new products, the overall sentiment was positive.

Record-Breaking Revenue and Growth

SiTime reported a remarkable Q3 2025 revenue of $83.6 million, marking a 45% increase year-over-year. The company’s gross margins rose to 58.8%, and earnings per share more than doubled to $0.87, showcasing its strong financial performance.

Strong Performance in CED Segment

The communications, enterprise, and datacenter (CED) segment demonstrated exceptional growth, with revenue surging 115% year-over-year. This marks the sixth consecutive quarter of triple-digit growth, underscoring the segment’s critical role in SiTime’s success.

Introduction of Titan Platform

SiTime has launched the Titan Platform, entering the $4 billion stand-alone resonator market. This strategic move is expected to contribute significantly to the company’s growth, with the market projected to reach $1 billion by 2028.

Outlook for Continued Growth

For Q4 2025, SiTime projects revenue between $100 million and $103 million, with gross margins of 60% to 60.5%. The company expects non-GAAP EPS to range from $1.16 to $1.21, indicating a strong growth trajectory.

Increased Operating Income

The third quarter saw a notable improvement in non-GAAP operating income, which increased by $11.4 million, representing a 12 percentage point rise compared to the same quarter last year.

Potential Seasonality Impact

Looking ahead, SiTime anticipates potential seasonality impacts in Q1 2026, with possible declines due to shifting orders and customer demand timing.

Long-term Revenue from Titan Platform

While the Titan Platform is a significant strategic initiative, meaningful revenue from this platform is not expected until late 2026 or 2027, indicating a long-term growth strategy.

Guidance for Future Growth

SiTime’s guidance for the fourth quarter reflects strong top-line momentum, with revenue forecasted between $100 million and $103 million and gross margins expected to be in the range of 60% to 60.5%. Operating expenses are anticipated to be between $35 million and $36 million, with interest income estimated at $7 million to $7.5 million. The company expects non-GAAP earnings per share to range from $1.16 to $1.21, driven by ongoing demand across various sectors.

In conclusion, SiTime Corporation’s earnings call highlighted a positive outlook with strong revenue growth and strategic initiatives like the Titan Platform. While there are some concerns about seasonality and long-term revenue realization, the company’s guidance and performance indicate a promising future.