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Company Research25 Sep 2024
The Suppliers Behind the Apple Pencil Pro
Explore how key suppliers like TSMC, Bosch, and Texas Instruments drive the innovation behind the Apple Pencil Pro.
SiTime (SITM) investor relations material
SiTime Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Nov, 2025
Executive summary
Q3 2025 revenue reached $83.6 million, up 45% year-over-year, driven by strong demand in Communications-Enterprise-Datacenter segments and improved product mix.
Non-GAAP net income was $23.4 million ($0.87 per share), while GAAP net loss narrowed to $8.0 million, a significant improvement from the prior year.
Gross margin increased to 58.8% (non-GAAP) and 53.5% (GAAP), reflecting favorable product mix and cost improvements.
Launched Titan platform, targeting the $4B standalone resonator market, expanding addressable market and future growth opportunities.
Completed a follow-on public offering in June 2025, raising $387.3 million in net proceeds.
Financial highlights
Q3 2025 revenue: $83.6 million, up 45% year-over-year; nine-month revenue: $213.4 million, up 59% year-over-year.
Q3 2025 non-GAAP gross margin: 58.8%; GAAP gross margin: 53.5%.
Q3 2025 non-GAAP net income: $23.4 million (28% of revenue); GAAP net loss: $8.0 million.
Cash, cash equivalents, and short-term investments totaled $809.6 million at quarter-end.
Operating cash flow for the nine months ended September 30, 2025: $61.8 million.
Outlook and guidance
Q4 2025 revenue expected at $100–$103 million; gross margin 60–60.5%; non-GAAP EPS guidance: $1.16–$1.21.
Management projects full-year 2025 revenue growth to exceed 50% year-over-year.
Continued sequential growth expected in all segments, led by AI and data center.
Q4 operating expenses: $35–$36 million; interest income: $7–$7.5 million; diluted share count: ~27 million.
Existing cash and short-term investments expected to meet operating needs for at least the next 12 months.
Quantify AI/Comm-Ent-DC revenue contribution.
Outlook for stock-based compensation expense?
M&A strategy for cash deployment?
Titan's competitive edge in resonator market
What M&A criteria for near-term impact?
Beyond 1.6T, what content drivers are emerging?
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UBS’s 2025 Global Technology and AI Conference2 Dec, 2025
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Frequently asked questions
SiTime Corporation designs and manufactures silicon-based timing solutions used in electronic systems. Its product portfolio includes oscillators, clock generators, and resonators supporting applications in automotive, industrial, communications, and consumer electronics. The company is headquartered in Santa Clara, California, and its shares are listed on the NASDAQ.
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