)
Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
How Duolingo made language learning addictive, scaled to millions of users, and built a powerful subscription business around everyday practice.
Silicon Motion Technology Corporation (SIMO) investor relations material
Silicon Motion Technology Corporation UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary3 Dec, 2025
Business mix and product lines
Four major product lines: Client SSD (50-60% of revenue, 30% global share), mobile controllers (30-40% of revenue, 20-23% share), Ferri Automotive (5% now, targeting 10% by 2026), and Enterprise MonTitan (PCIe Gen 5, 5-10% of revenue by 2026-27).
Strong design wins in automotive with major OEMs and rapid ramp expected.
Enterprise MonTitan has six customers, with two tier-one design wins ramping from 2026.
BlueDrive boot drive solutions shipping to major customers, including Google and NVIDIA.
Enterprise and MonTitan strategy
Shifted from Shannon acquisition to MonTitan, focusing on controller and firmware flexibility.
MonTitan offers turnkey and SDK solutions, adaptable to customer workloads and NAND types.
Leading in QLC controller technology, positioning for high-capacity SSD growth.
Confident in ramping volume as firmware nears final qualification; guidance may improve if NAND procurement strengthens.
PCIe Gen5 MonTitan architecture targets AI ecosystem needs, with scalable performance and power.
Product development and market outlook
Initial ramp for TLC in 2025, QLC to follow; Gen 6 design momentum strong, with silicon available in 2H 2026.
Qualification for new silicon takes 9-12 months, with multiple tier-one customers engaged.
Enterprise Gen 6 transition expected from late 2026-2027, with R&D investment ramping for Gen 6 and Gen 7.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Silicon Motion Technology Corporation earnings date
Q4 20256 Feb, 2026
Next Silicon Motion Technology Corporation earnings date
Q4 20256 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage