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Silicon Laboratories (SLAB) investor relations material
Silicon Laboratories Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 revenue was $250.9M, up 21.8% YoY and 10% sequentially, with broad growth across end applications; quarterly GAAP profitability returned.
Nine-month revenue reached $692.6M, while net loss narrowed to $17.6M from $62.2M.
Financial highlights
Q3 gross profit was $152.6M, up $33.6M YoY; GAAP gross margin was 60.8% versus 57.8%.
Q3 operating income was $8.0M versus a $12.3M loss, and net income was $8.9M versus a $9.9M loss; diluted EPS was $0.26 versus a $0.30 loss.
Non-GAAP Q3 operating income was $40.2M, or 16.0% of revenue, and diluted EPS was $1.05, up 228% YoY.
Nine-month operating loss was $19.8M versus $67.3M; diluted loss per share was $0.53 versus $1.91.
Nine-month gross margin was 60.7% versus 56.4%; operating margin was (2.9)% versus (11.7)%.
Outlook and guidance
Backlog and design-win ramps were cited as supporting continued revenue growth and meaningful earnings expansion; forward guidance was suspended amid the pending acquisition.
Merger closing is expected in H1 2027, subject to customary conditions and regulatory approvals; additional merger costs could be significant.
Existing cash, investments, credit availability and operating cash flow are expected to cover capital requirements, though additional funding may be sought or chosen.
Higher demand and production-capacity constraints may continue affecting product costs and gross margins.
- Q4 beat expectations amid FY declines, with Q1 growth expected as customers destock.SLAB
Q4 2023 - Q2 2026 revenue up 18% to $228.2M, gross margin 61.6%, non-GAAP EPS $0.71, guidance suspended.SLAB
Q2 2026 - Strong growth driven by design wins, platform innovation, and expanding industrial applications.SLAB
53rd Annual JPMorgan Global Technology, Media and Communications Conference - Q1 revenue up 20% to $214M, non-GAAP EPS $0.53, TI merger approved, closing expected in 2027.SLAB
Q1 2026 - Shareholders to vote on $231/share all-cash merger with Texas Instruments, with board support.SLAB
Proxy filing - Corrected executive payouts and severance terms for change in control and termination scenarios.SLAB
Proxy filing - Shareholders to vote on $231/share cash merger with Texas Instruments; board recommends approval.SLAB
Proxy Filing - Director elections, auditor ratification, and executive pay are key agenda items for the meeting.SLAB
Proxy Filing - Poised for 20%+ growth in 2025, led by Series 3 launch, Bluetooth/Wi-Fi expansion, and design wins.SLAB
Investor Day 2025
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