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SIMO

Silicon Motion Technology·NASDAQ
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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
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Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
0.80.810.760.861.111.51.71.91.721.881.531.220.330.380.630.930.640.960.920.910.60390.6911.26
Forecast
0.66930.74790.66730.7290.96731.24541.61871.7321.50761.75291.85911.44480.66540.44530.5770.72770.55870.92730.84430.73880.45130.56440.84441.2598
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
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Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
--------------------132.77M136.81M126.04M143.90M182.40M221.10M254.20M264.36M241.98M252.37M250.81M200.76M124.07M140.36M172.33M202.38M189.31M210.67M212.41M191.16M166.49M198.68M242.00M278.46M
Forecast
--------------------129.96M136.09M120.67M140.30M170.74M201.64M246.23M262.20M237.49M265.63M263.33M247.29M160.85M128.76M165.70M196.52M180.05M206.75M209.49M195.12M162.65M181.46M223.14M260.99M
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