Strong Revenue Growth
Silicon Labs expects full-year revenue growth of 34% compared to 2024, with a diverse set of industrial applications driving a 7% sequential increase to $206 million in the September quarter.
Gross Margin Improvement
The company reported a non-GAAP gross margin of 58% for the September quarter, up 170 basis points from the prior quarter and 350 basis points better than the same quarter a year ago.
Expansion in IoT and New Tools
Introduction of Studio 6 and Simplicity AI SDK, aimed at streamlining development for IoT, showcasing innovation and leadership in the space.
Positive Outlook for 2026
Silicon Labs sees a path to continued market share gains and expects the Series 3 rollout to be more impactful than Series 2, supporting long-term growth.
Strong Cash Position
Ended the quarter with $439 million in cash, cash equivalents, and short-term investments.