The earnings call highlighted several positive developments, including exceeding revenue and operating margin guidance, strong growth in mobile and PCIe5 segments, and significant expansion in the automotive market. However, challenges such as increased operating expenses, currency fluctuations, and limited resources for new projects were noted. Overall, the sentiment reflects optimism for continued growth and improved performance.

Company Guidance

During the Silicon Motion Technology Corporation's Q2 2025 earnings call, the company reported exceeding its revenue and operating margin guidance, driven by the introduction of new controllers, capturing higher market share, and expanding into new markets. The company emphasized its strong position in the NAND flash environment, where rising flash prices and reduced inventories are positively impacting business. Silicon Motion is capitalizing on the growing demand for high-density, cost-effective QLC NAND solutions in client SSDs, smartphones, and enterprise storage. The company expects to exit 2025 with a $1 billion revenue run rate, attributing this growth to its diversified backlog and design win momentum. For Q3 2025, they project revenue growth of 10% to 15% and gross margins between 48% and 49%. The company remains optimistic about its automotive and enterprise business segments, seeing significant design win activity, particularly with products like MonTitan and PCIe controllers. Silicon Motion also highlighted its strategic partnerships with major flash makers and module makers, underpinning its confidence in achieving long-term revenue and profitability growth.

Exceeded Revenue and Operating Margin Guidance

Silicon Motion exceeded its revenue and operating margin guidance for Q2 2025, driven by strong performance in new product segments.

Strong Revenue Growth in Mobile and PCIe5 Segments

Revenue increased by 19.3% sequentially to $198.7 million, driven by a rebound in mobile demand and growth in PCIe5 client SSD business.

Automotive Segment Expansion

Silicon Motion experienced a significant breakthrough in the China automotive market, leading to increased demand and expectations of automotive revenue accounting for at least 10% by 2026-27.

Enterprise Business Momentum with MonTitan

Strong design momentum for MonTitan with four Tier 1 customers, expected to ramp significantly in 2026.

Gross Margin Improvement

Gross margin increased to 47.7%, driven by new product introductions and an improving product mix.

Positive Outlook for Second Half of 2025

Revenue is expected to increase by 10% to 15% in Q3 2025, with expectations to reach a $1 billion revenue run rate by year-end.

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	$76.04	$75.92	-0.16%
Apr 30, 2025	$44.45	$48.72	+9.61%
Feb 05, 2025	$55.22	$54.19	-1.87%
Oct 30, 2024	$54.10	$51.98	-3.92%

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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