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Silicon Laboratories Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary11 Dec, 2025
AI investment cycle and edge opportunity
AI investment is in early stages, with current focus on data centers and a multi-year runway ahead before significant enterprise and edge adoption.
Edge AI is expected to grow as billions of devices become intelligent, with inference at the edge and training in data centers.
The proliferation of intelligent devices will require more processing and security at the edge.
Technology and product differentiation
Connected MCUs with integrated radios are central, with Series 3 offering up to 100x processing power over Series 2 and enhanced security features.
Series 3 devices are designed for future AI needs at the edge, with post-quantum security and higher ASPs.
Series 3 is already shipping in high volume, with additional devices launching in early 2025; Series 2 continues to see strong design wins.
Business verticals and growth drivers
Home & Life segment, especially continuous glucose monitoring (CGM), is the fastest-growing area, moving from zero to 10% of revenue in a few quarters.
Medical applications have grown 60% year-on-year in 2025, with strong customer engagement and a focus on energy efficiency and security.
Industrial & Commercial segment is led by electronic shelf labels (ESL) and smart metering, both in early adoption phases with large volume potential.
Smart metering, especially in India, is ramping quickly, with a 250 million unit deployment underway.
Series 3 revenue ramp vs. Series 2 longevity
What is the long-term revenue potential for CGM?
Key drivers for sustained gross margin outperformance
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Next Silicon Laboratories earnings date
Q4 20254 Feb, 2026
Next Silicon Laboratories earnings date
Q4 20254 Feb, 2026
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Silicon Laboratories Inc is a semiconductor company that designs and develops mixed-signal integrated circuits and software for the Internet of Things (IoT). The company’s solutions enable wireless connectivity, power management, and timing functions across a variety of embedded applications. It serves customers in sectors such as smart home, industrial automation, and healthcare. Silicon Laboratories Inc is headquartered in Austin, Texas, and its shares are listed on the NASDAQ.
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