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Silicon Motion Technology
Silicon Motion Technology (SIMO) investor relations material
Silicon Motion Technology Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary4 Feb, 2026
Executive summary
Q4 2025 revenue reached $278.5 million, up 15% sequentially and 46% year-over-year, with non-GAAP EPS of $1.26 and strong performance across all business lines.
FY 2025 revenue totaled $885.6 million, a 10% increase year-over-year, with non-GAAP EPS of $3.55.
Growth was driven by robust demand, new product launches, and increased market share in SSD controllers, eMMC/UFS, and automotive segments.
Initial sales of new boot drive storage products to a leading GPU maker marked progress in enterprise diversification.
Focused on long-term growth through investment in next-generation products and engineering resources.
Financial highlights
Q4 2025 non-GAAP gross margin was 49.2%, with operating margin at 19.3%; GAAP gross margin was 49.1%, operating margin 11.4%.
Q4 2025 net income (non-GAAP) was $42.7 million; GAAP net income was $47.7 million.
Cash and equivalents at Q4 2025 end were $277.1 million.
Operating expenses increased to $83.2 million due to investments in AI and enterprise SSD/boot drive businesses.
FY 2025 non-GAAP gross margin was 48.3%, operating margin 14.9%.
Outlook and guidance
Q1 2026 revenue expected at $292–$306 million, up 5%–10% sequentially and 76%–84% year-over-year.
Q1 2026 non-GAAP gross margin forecasted at 46%–47%, with operating margin at 16%–18%.
Full-year 2026 operating margins anticipated to improve over 2025, with record revenue and sequential quarterly growth projected.
Long-term model targets operating margin above 25% and gross margin between 48% and 50%.
Management anticipates a stronger-than-seasonal start to 2026 with sustained growth.
Why is Q1 2026 gross margin expected to decline?
Detail enterprise and automotive growth drivers
What drove 4Q SSD solutions sales surge?
Enterprise business exceeding consumer by 2028?
NAND procurement impact on solution margins?
PCIe 5 DRAM-less controller ramp expectations?
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All proposals passed, with no questions raised and results to be filed on Form 8-K.
Next Silicon Motion Technology earnings date
Q1 202629 Apr, 2026
Silicon Motion Technology
Next Silicon Motion Technology earnings date
Q1 202629 Apr, 2026
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Frequently asked questions
Silicon Motion Technology Corporation (SIMO) specializes in the development and supply of NAND flash controller integrated circuits (ICs) for solid-state storage devices. Recognized as a significant player in its sector, the company is notable for its comprehensive range of SSD (Solid State Drive) controllers, which are widely used in servers, PCs, and other client devices. Additionally, Silicon Motion is a leading supplier of eMMC (embedded MultiMediaCard) and UFS (Universal Flash Storage) embedded storage controllers, which find applications in smartphones, IoT devices, and various other technologies. The company is headquartered in San Jose, California, USA, and its shares are listed on the NASDAQ.
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