The earnings call reflected a positive sentiment with significant growth across mobile, enterprise, and automotive segments, leading to strong financial performance. While there were challenges such as currency impacts on operating expenses, the company's robust growth and positive outlook for the remainder of 2025 outweighed these concerns.

Company Guidance -

Q3 2025

During the Q2 2025 earnings call for Silicon Motion Technology Corporation, guidance was provided indicating strong growth prospects for the second half of the year. The company exceeded its revenue and operating margin guidance for Q2, driven by new controller introductions and market expansion. For Q3 2025, revenue is expected to increase by 10% to 15%, reaching $219 million to $228 million, with gross margins projected between 48% to 49%. The company aims to achieve a $1 billion revenue run rate by the end of 2025. Key growth drivers include high-end UFS PCIe controllers, automotive products, and the MonTitan platform, with strategic partnerships and a diversified backlog supporting this momentum. Additionally, the company anticipates maintaining gross margins towards the higher end of its historical range of 48% to 50% by year-end.

Exceeded Revenue and Operation Margin Guidance

Silicon Motion exceeded its revenue and operation margin guidance for Q2 2025, driven by a strong rebound in mobile demand and growth in PCIe5 client SSD business.

Significant Growth in Mobile Business

The mobile business significantly outperformed expectations with strong booking momentum from flash and module makers, driven by trends in eMMC and UFS controllers.

Enterprise Storage Growth

The enterprise storage demand remained strong with AI expanding into various industries. This has driven increased adoption of SSDs in data centers, and the MonTitan platform is positioned for growth.

Automotive Segment Design Wins

Silicon Motion experienced tremendous design win activity in the automotive segment, with notable partnerships including Mercedes, Tesla, BYD, and others.

Strong Financial Performance

Q2 2025 sales increased by 19.3% sequentially to $198.7 million, with a gross margin increase to 47.7% and an operating margin increase to 12.8%.

Positive Outlook for Second Half of 2025

The company expects revenue growth to remain strong with a target of a $1 billion revenue run rate by the end of 2025, driven by new product introductions and strong demand across all segments.

Silicon Motion (SIMO) 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

Daily Earnings Calendar >

SIMO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.88 / -	0.92	―	―	―
Jul 31, 2025	2025 (Q2)	0.56 / 0.69	0.96	-28.13% (-0.27)	―
Apr 30, 2025	2025 (Q1)	0.43 / 0.60	0.64	-5.63% (-0.04)	―
Feb 05, 2025	2024 (Q4)	0.74 / 0.91	0.93	-2.15% (-0.02)	―
Oct 30, 2024	2024 (Q3)	0.84 / 0.92	0.63	46.03% (+0.29)	―
Aug 01, 2024	2024 (Q2)	0.93 / 0.96	0.38	152.63% (+0.58)	―
May 02, 2024	2024 (Q1)	0.56 / 0.64	0.33	93.94% (+0.31)	―
Feb 06, 2024	2023 (Q4)	0.73 / 0.93	1.22	-23.77% (-0.29)	―
Nov 01, 2023	2023 (Q3)	0.58 / 0.63	1.53	-58.82% (-0.90)	―
Jul 27, 2023	2023 (Q2)	0.45 / 0.38	1.88	-79.79% (-1.50)	―	―

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

SIMO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$76.54	$76.42	-0.16%
Apr 30, 2025	$44.74	$49.04	+9.61%
Feb 05, 2025	$55.58	$54.55	-1.85%
Oct 30, 2024	$54.46	$52.32	-3.93%

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.

FAQ

When does Silicon Motion (SIMO) report earnings?

Silicon Motion (SIMO) is schdueled to report earning on Oct 29, 2025, TBA (Confirmed).

What is Silicon Motion (SIMO) earnings time?

Silicon Motion (SIMO) earnings time is at Oct 29, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is SIMO EPS forecast?

SIMO EPS forecast for the fiscal quarter 2025 (Q3) is 0.88.

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