The earnings call presented a strong financial performance with significant year-over-year growth, driven by the success of the Series 2 platform and promising future developments with the Series 3 platform. Despite some challenges, such as operating loss and inventory levels, the company's positive outlook for the next quarter and continued market share gains indicate overall positive sentiment.

Company Guidance

During the Silicon Labs Second Quarter Fiscal 2025 Earnings Call, the company reported strong financial performance, with revenue for the quarter at $193 million, marking a 9% sequential increase and a 33% year-over-year rise. The Industrial and Commercial segment contributed $110 million, up 14% sequentially, while the Home & Life segment added $83 million, up 2% sequentially. Silicon Labs achieved a non-GAAP gross margin of 56.3%, and their non-GAAP operating income reached $1 million. Looking forward, they anticipate third-quarter revenue between $200 million and $210 million, with expected gross margins of 57% to 58%. Additionally, the company aims to grow operating expenses at one-third the rate of revenue growth, supporting rapid earnings acceleration. Their strong design win pipeline and the launch of new products, such as the Series 3 platform, continue to drive market share expansion and revenue growth.

Strong Financial Performance

Silicon Labs reported a revenue of $193 million for the June quarter, up 9% sequentially and 33% year-over-year. The Industrial and Commercial business saw a 14% sequential increase and 25% year-over-year growth, while the Home & Life business grew 2% sequentially and 45% year-over-year.

Series 2 and Series 3 Platforms

The Series 2 platform continues to drive revenue growth and market share, with 10 of the 12 largest customer ramps on track or ahead of plan. The new Series 3 platform, with the 301 device achieving PSA Level 4 security certification, positions the company for future growth.

Market Share Expansion and Design Wins

Silicon Labs has secured significant design wins in various applications, including commercial building controls and connected healthcare, with over 60 customers engaged in the glucose monitoring space.

Gross Margin Improvement

GAAP gross margin improved to 56.1%, with non-GAAP gross margin at 56.3%, up 90 basis points from the prior quarter. The company expects further improvements in the September quarter, aiming for 57% to 58%.

Positive Outlook for September Quarter

The company anticipates revenue between $200 million to $210 million for the September quarter, implying a strong 23% year-over-year growth rate.

Silicon Laboratories (SLAB) 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 >

SLAB Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.30 / -	-0.13	―	―	―
Aug 05, 2025	2025 (Q2)	0.09 / 0.11	-0.56	119.64% (+0.67)
May 13, 2025	2025 (Q1)	-0.09 / -0.08	-0.92	91.30% (+0.84)
Feb 04, 2025	2024 (Q4)	-0.11 / -0.11	-1.19	90.76% (+1.08)
Nov 04, 2024	2024 (Q3)	-0.20 / -0.13	0.62	-120.97% (-0.75)
Jul 24, 2024	2024 (Q2)	-0.64 / -0.56	1.04	-153.85% (-1.60)
Apr 24, 2024	2024 (Q1)	-0.98 / -0.92	1.12	-182.14% (-2.04)
Feb 07, 2024	2023 (Q4)	-1.43 / -1.19	1.31	-190.84% (-2.50)
Nov 01, 2023	2023 (Q3)	0.61 / 0.62	1.21	-48.76% (-0.59)
Jul 26, 2023	2023 (Q2)	1.03 / 1.04	1.17	-11.11% (-0.13)

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

SLAB Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$133.55	$126.76	-5.08%
May 13, 2025	$126.31	$133.55	+5.73%
Feb 04, 2025	$134.79	$136.60	+1.34%
Nov 04, 2024	$104.74	$104.46	-0.27%

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 Laboratories (SLAB) report earnings?

Silicon Laboratories (SLAB) is schdueled to report earning on Oct 29, 2025, Before Open (Confirmed).

What is Silicon Laboratories (SLAB) earnings time?

Silicon Laboratories (SLAB) earnings time is at Oct 29, 2025, Before Open (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 SLAB EPS forecast?

SLAB EPS forecast for the fiscal quarter 2025 (Q3) is 0.3.

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