The earnings call presented a generally positive outlook with strong growth in revenue, EPS, and IoT products, supported by significant product innovations and market share gains in the PC sector. However, challenges persist in the automotive market and mobile revenue decline, which are balanced by the positive developments in IoT and PC markets.

Company Guidance -

Q1 2026

During Synaptics' third fiscal quarter of 2025, the company reported strong financial performance with revenues reaching $267 million, a 12% year-over-year increase, slightly surpassing the midpoint of their guidance range. The non-GAAP gross margin stood at 53.5%, aligning with guidance expectations, while the non-GAAP EPS rose to $0.90, marking a substantial 70% year-over-year growth, exceeding the guidance midpoint. Core IoT product sales surged by 43% year-over-year, amounting to $68 million, driven by robust demand and the launch of new products, including the WiFi 7 device for IoT applications. Looking ahead, Synaptics anticipates fourth quarter revenues around $280 million, with non-GAAP gross margin and operating expenses expected to maintain at 53.5% and $103 million, respectively, reflecting a continued focus on market expansion and technological innovation.

Revenue Growth

Revenue increased 12% year-over-year to $267 million, slightly above the midpoint of the guidance range.

Non-GAAP EPS Growth

Non-GAAP EPS grew 70% year-over-year to $0.90, exceeding the midpoint of guidance.

Core IoT Product Sales Surge

Core IoT product sales increased 43% year-over-year to $68 million, driven by strong momentum in wireless and processor products.

Expansion of Wireless Portfolio

Launched the first WiFi 7 device for IoT applications, designed for higher throughput and improved reliability, targeting high-bandwidth applications.

AI-Native Astra Platform Advancements

Extended Astra platform with SR-Series high-performance adaptive MCUs, gaining traction across consumer, automotive, and industrial markets.

PC Products Performance

PC products performed slightly better than typical seasonality, with continued market share gains and innovations in AI integration.

Synaptics (SYNA) Earnings, Revenues Date & History

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SYNA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2026 (Q1)	1.04 / -	0.81	―	―	―
Aug 07, 2025	2025 (Q4)	1.00 / 1.01	0.64	57.81% (+0.37)
May 08, 2025	2025 (Q3)	0.86 / 0.90	0.53	69.81% (+0.37)
Feb 06, 2025	2025 (Q2)	0.86 / 0.92	0.57	61.40% (+0.35)
Nov 07, 2024	2025 (Q1)	0.75 / 0.81	0.52	55.77% (+0.29)
Aug 08, 2024	2024 (Q4)	0.55 / 0.64	0.49	30.61% (+0.15)
May 09, 2024	2024 (Q3)	0.49 / 0.53	1.89	-71.96% (-1.36)
Feb 08, 2024	2024 (Q2)	0.45 / 0.57	2.2	-74.09% (-1.63)
Nov 09, 2023	2024 (Q1)	0.37 / 0.52	3.52	-85.23% (-3.00)
Aug 03, 2023	2023 (Q4)	0.46 / 0.49	3.87	-87.34% (-3.38)

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

SYNA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 08, 2025	$59.79	$59.83	+0.07%
Feb 06, 2025	$74.82	$71.32	-4.68%
Nov 07, 2024	$74.64	$80.92	+8.41%
Aug 08, 2024	$72.33	$72.71	+0.53%

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.