Silicon Motion reports Q3 non-GAAP EPS $1.00, consensus 81c

Reports Q3 revenue $242.0M, consensus $224.66M. “We experienced better than projected strength across each of our markets in the third quarter of 2025 and delivered revenue well above our previously provided range,” stated CEO Wallace Kou. “Our eMMC and UFS products experienced strong growth during the third quarter, primarily driven by a rebounding smartphone market coupled with market share gains. We also experienced continued growth in our automotive segment primarily driven by increased product diversification and new customer ramps. Our leading PCIe5 client SSD controller sales grew 45% quarter-over-quarter as AI-at-the-edge PCs are gaining traction and as white box AI server makers continue to leverage mainstream hardware components. The investments we have made over the past few years are taking root as we are starting to benefit from increased product and market diversification. We believe we are well positioned to achieve long-term, sustainable growth given our expanding product portfolio of leading consumer, enterprise, automotive and industrial storage solutions.”