Silicon Laboratories (SLAB) investor relations material

Executive summary

• Q3 2025 revenue reached $206 million, up 7% sequentially and 24% year-over-year, driven by strong execution and robust demand in both Industrial & Commercial and Home & Life segments.

• Home & Life segment revenue grew 6% sequentially and 26% year-over-year to $88 million, while Industrial & Commercial segment revenue increased 7% sequentially and 22% year-over-year to $118 million.

• Gross margin improved to 57.8% GAAP and 58.0% non-GAAP, with non-GAAP EPS at $0.32 and GAAP loss per share at $(0.30).

• Cash, cash equivalents, and short-term investments totaled $439 million at quarter-end, with no outstanding debt.

• Focus remains on operational discipline, new product introductions, and expanded partnerships, including with GlobalFoundries, to support long-term growth and supply chain resilience.

Financial highlights

• Q3 2025 revenue was $206 million, up 24% year-over-year; gross profit was $119 million with a 57.8% gross margin.

• Non-GAAP operating income was $11 million (5.1% of revenue); GAAP operating loss was $12.3 million.

• Net loss for the quarter was $9.9 million, or $(0.30) per share.

• Cash flow from operations for the nine months was $87.4 million; cash and equivalents increased to $439 million.

• No outstanding debt and no share repurchases during the quarter.

Outlook and guidance

• Q4 2025 revenue expected between $200 million and $215 million, with non-GAAP gross margin guidance at 62%-64% (including a one-time 200 bps benefit).

• Non-GAAP EPS for Q4 expected in the range of $0.40-$0.70; GAAP diluted EPS expected between $(0.22) and $0.08.

• Operating expenses to remain controlled, with non-GAAP projected at $110M–$112M.

• Gross margin expected to normalize around 61% after the one-time benefit, with stability in the 60%-61% range for the next few quarters.

• Management expects continued uncertainty due to macroeconomic and geopolitical factors, but liquidity is sufficient for capital requirements.