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Silicon Motion (SIMO)
NASDAQ:SIMO
Earnings Data
Report Date
Apr 30, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.27Last Year’s EPS
0.6Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial momentum: significant Q4 revenue and margin outperformance, multiple product wins (PCIe 5 client SSD, MonTitan enterprise controllers, boot drive shipments), and a confident outlook for sequential quarterly growth and a record 2026. Offsetting these positives are notable risks from industry-wide NAND and DRAM supply tightness, near-term margin pressure from mix and NAND pass-through obligations, elevated R&D and tapeout costs, and expected PC unit softness. On balance, the company presented more substantial and tangible positives (revenue beats, product ramps, design wins, clear market diversification) than negatives, while acknowledging supply-driven constraints that management believes it can mitigate through partnerships and selective program engagement.Company Guidance
Strong Q4 Revenue and Double-Digit Growth
Revenue of $278.5M in Q4 2025, up 15% sequentially and over 45% year-over-year; performance beat the high end of guidance and surpassed the $1.0B run-rate target set at the start of the year.
Healthy Profitability Metrics
Non-GAAP gross margin of 49.2% (at the higher end of guidance) and non-GAAP operating margin of 19.3% in Q4 2025; diluted earnings per ADS of $1.26 for the quarter.
Positive Near-Term Guidance with Sequential Growth
Q1 2026 revenue guide of $292M to $306M (implying +5% to +10% sequential growth), with operating margin guidance of 16% to 18%; company expects sequential revenue growth every quarter in 2026.
eMMC / UFS Business Outperformance
eMMC and UFS revenue grew 25% for full-year 2025; company expects continued outperformance in 2026 as NAND makers shift away from mobile and module makers capture share—mobile/eMMC UFS expected to represent a material portion of revenue (management cited ~35%–40% scale for mobile/eMMC UFS contribution).
Client SSD Momentum and PCIe 5 Adoption
Successful introduction of 8-channel PCIe 5 controller and new DRAM-less 4-channel PCIe 5 controller; management targets client PC market share growth from ~30% today toward ~40% over the next few years and expects higher ASPs and profitability from PCIe 5 transitions.
Enterprise (MonTitan) Traction and Design Wins
MonTitan enterprise controller qualifiers began in Dec quarter for TLC high-performance compute SSDs with commercial ramp targeted in H2 2026; management expects MonTitan to represent ~5%–10% of revenue exiting 2026 and has secured design wins with multiple Tier-1 customers for a 4nm PCIe 6 controller planned to ramp in 2027–2028.
Boot Drive / DPU Volume Shipments and Early Revenue
Began volume shipments of enterprise boot drive to a leading AI GPU maker for current DPU product; management cites initial 2026 revenue for this line roughly around $50M (management estimate) with next‑gen DPU and switch programs expected to contribute in H2 2026 and grow in 2027.
Automotive (Ferri) and Portfolio Diversification
Ferri automotive/industrial storage demand described as strong in the tight NAND environment; management expects automotive to ramp to about 10% of total revenue by the end of 2026, supporting diversification away from consumer-only exposure.
Solid Cash Position and Operational Improvements
Cash, cash equivalents and restricted cash of $277.1M at quarter end (up from $272.4M prior quarter); company continues to invest in R&D and product tapeouts while increasing inventories to support anticipated ramps.
SIMO Earnings History
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 |
|---|---|---|---|
Feb 03, 2026 | $119.96 | $127.88 | +6.60% |
Oct 31, 2025 | $97.18 | $96.73 | -0.46% |
Jul 31, 2025 | $75.32 | $75.20 | -0.16% |
Apr 30, 2025 | $44.02 | $48.26 | +9.61% |
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 Apr 30, 2026, TBA (Confirmed).
What is Silicon Motion (SIMO) earnings time?
Silicon Motion (SIMO) earnings time is at Apr 30, 2026, 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 2026 (Q1) is 1.27.