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Silicon Motion (SIMO)
NASDAQ:SIMO
Earnings Data
Report Date
Jul 24, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.56Last Year’s EPS
0.96Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: 18.49%
|Next Earnings Date:Jul 24, 2025
Earnings Call Sentiment|Positive
Silicon Motion reported strong revenue and margin performance, alongside significant design wins, particularly with NVIDIA's BlueField-3 DPU platform. However, challenges such as a sequential revenue decline, increased operating expenses, and geopolitical uncertainties were noted. Despite these challenges, the company's strategic wins and product demand position it well for future growth.Company Guidance
In the first quarter of 2025, Silicon Motion Technology Corporation reported revenue of $166.5 million, marking a sequential decrease of 12.9%, yet reaching the high end of their guidance range. The company's gross margin expanded to 47.1%, attributed to a favorable product mix shift towards newer, higher-margin products. Operating expenses increased to $63.6 million, primarily due to ongoing investments in advanced technology and new product tape-outs, resulting in an operating margin of 8.9%. For the second quarter, the company projects revenue growth of 5% to 10%, equating to $175 million to $183 million, with gross margins anticipated to climb to 47% to 48%, and operating margins expected to be in the range of 8.9% to 10.9%. The company maintains its outlook for a run rate of approximately $1 billion by the end of 2025, driven by new product introductions and increased market demand, particularly in the PCIe 5, UFS 3.1, and enterprise storage segments.Revenue at High End of Range
Silicon Motion delivered revenue at the high end of their range for the first quarter of 2025, indicating strong performance despite market challenges.
Gross Margin Expansion
The company achieved another quarter of gross margin expansion through the introduction of new products and a shift towards higher-end PCIe and UFS products.
Strong Design Win Momentum
Significant progress was made in securing design win momentum and market share gains across all end markets, including a notable win with NVIDIA's BlueField-3 DPU platform.
Increased Demand for PCIe 5 8-channel Controller
The PCIe 5 8-channel controller saw stronger than expected demand, accounting for over 5% of the client SSD business.
UFS and eMMC Product Growth
Strong booking momentum was noted for UFS 3.1, UFS 2.2, and eMMC controllers, positioning the company well in the smartphone and automotive markets.
MonTitan Platform Opportunity
The MonTitan platform presents a large addressable market in enterprise class controllers, with expansion into AI storage solutions and strategic engagement with NVIDIA.
Automotive Market Growth
The company reported improved market position in automotive, with significant design wins expected to contribute to revenue growth.
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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
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SIMO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 30, 2025 | $45.16 | $49.50 | +9.61% |
| Feb 05, 2025 | $56.10 | $55.06 | -1.85% |
| Oct 30, 2024 | $54.97 | $52.81 | -3.93% |
| Aug 01, 2024 | $63.12 | $60.82 | -3.64% |
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.
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FAQ
When does Silicon Motion (SIMO) report earnings?
Silicon Motion (SIMO) is schdueled to report earning on Jul 24, 2025, TBA Not Confirmed.
What is Silicon Motion (SIMO) earnings time?
Silicon Motion (SIMO) earnings time is at Jul 24, 2025, TBA Not 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 (Q2) is 0.56.
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