SIMO
Silicon Motion Technology·NASDAQ
--
--(--)
--
--(--)
SIMO fundamentals
Silicon Motion Technology (SIMO) released its earnings on Feb 4, 2026: revenue was 278.46M (YoY +45.67%), beat estimates; EPS was 1.26 (YoY +38.46%), beat estimates.
Revenue / YoY
278.46M
+45.67%
EPS / YoY
1.26
+38.46%
Report date
Feb 4, 2026
SIMO Earnings Call Summary for Q4,2025
- Record Q4 Performance: $278.5M revenue (+45% YoY), driven by mobile and client SSD growth.
- 2026 Growth Outlook: Sequential Q/Q revenue growth, with Q1 2026 at $292-306M (5-10% growth).
- Strategic Wins: MonTitan enterprise SSDs in qualification, automotive storage at 10% of revenue by year-end.
- Margin Management: Gross margin 46-47% in Q1, recovering to 48-50% in H2 with new product mix.
- Supply Chain Resilience: NAND/DRAM cost pass-through to customers, maintaining 16-18% operating margin.
EPS
Actual | 0.8 | 0.81 | 0.76 | 0.86 | 1.11 | 1.5 | 1.7 | 1.9 | 1.72 | 1.88 | 1.53 | 1.22 | 0.33 | 0.38 | 0.63 | 0.93 | 0.64 | 0.96 | 0.92 | 0.91 | 0.6039 | 0.69 | 1 | 1.26 | ||||||||||
Forecast | 0.6693 | 0.7479 | 0.6673 | 0.729 | 0.9673 | 1.2454 | 1.6187 | 1.732 | 1.5076 | 1.7529 | 1.8591 | 1.4448 | 0.6654 | 0.4453 | 0.577 | 0.7277 | 0.5587 | 0.9273 | 0.8443 | 0.7388 | 0.4513 | 0.5644 | 0.8444 | 1.2598 | ||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +19.53% | +8.30% | +13.89% | +17.97% | +14.75% | +20.44% | +5.02% | +9.70% | +14.09% | +7.25% | -17.70% | -15.56% | -50.41% | -14.66% | +9.19% | +27.80% | +14.55% | +3.53% | +8.97% | +23.17% | +33.81% | +22.25% | +18.43% | +0.02% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 132.77M | 136.81M | 126.04M | 143.90M | 182.40M | 221.10M | 254.20M | 264.36M | 241.98M | 252.37M | 250.81M | 200.76M | 124.07M | 140.36M | 172.33M | 202.38M | 189.31M | 210.67M | 212.41M | 191.16M | 166.49M | 198.68M | 242.00M | 278.46M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 129.96M | 136.09M | 120.67M | 140.30M | 170.74M | 201.64M | 246.23M | 262.20M | 237.49M | 265.63M | 263.33M | 247.29M | 160.85M | 128.76M | 165.70M | 196.52M | 180.05M | 206.75M | 209.49M | 195.12M | 162.65M | 181.46M | 223.14M | 260.99M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +2.16% | +0.53% | +4.45% | +2.56% | +6.83% | +9.65% | +3.24% | +0.82% | +1.89% | -4.99% | -4.75% | -18.82% | -22.87% | +9.01% | +4.00% | +2.98% | +5.14% | +1.90% | +1.39% | -2.03% | +2.36% | +9.49% | +8.45% | +6.70% |
Earnings Call
You can ask Aime
What is the market's earnings forecast for Silicon Motion Technology next quarter?What is Silicon Motion Technology's latest dividend and current dividend yield?What were the key takeaways from Silicon Motion Technology's earnings call?What is Silicon Motion Technology's gross profit margin?What guidance did Silicon Motion Technology's management provide for the next earnings period?Did Silicon Motion Technology beat or miss consensus estimates last quarter?What were the key takeaways from Silicon Motion Technology’s earnings call?What factors drove the changes in Silicon Motion Technology's revenue and profit?
