Q4 2025 revenue of $113.3M, up 66% YoY and 36% sequentially, with non-GAAP EPS of $1.53 (tripled from $0.48 YoY) (CEO, CFO)
Full-year 2025 revenue of $326.7M, up 61% YoY; non-GAAP EPS of $3.20 (tripled from $0.93) (CEO, CFO)
Q4 gross margin of 61.2%, up 240 bps YoY; full-year gross margin of 59.3% (CFO)
Q4 operating income of $34M (30% operating margin); full-year non-GAAP operating profit of $58.6M (18% of revenue) (CFO)
Q4 revenue by segment: Comms Enterprise Data Center (CED) $64.6M (57% of total, +160% YoY); Auto/Industrial/Aerospace $24.5M (22%, +19% YoY); Consumer/IoT/Mobile $24.2M (21%, +7% YoY) (CFO)
Q4 book-to-bill over 1.5; distributor/CM inventory in line with target (CEO)
FY2025 cash flow from operations of $87.2M vs. $23.2M in 2024 (CFO)
Q4 CapEx of $12.6M; cash & short-term investments of $88M (CFO)
Official guidance (Q1 2026): Revenue $101M–$104M (~70% YoY at midpoint); gross margin ~62% (±0.5pp); OpEx $39M–$40M; interest income ~$7M; share count 27M–27.5M; non-GAAP EPS $1.10–$1.17 (CFO)
Acquisition of Renesas timing business ($1.5B cash + ~4.13M SiTime shares); expected to add ~$300M in 12 months post-close with ~70% gross margins; 75% of acquired revenue from CED; financing via cash on hand + ~$900M debt from Wells Fargo; close expected by end of 2026 (CEO, CFO)
Mgmt quotes:
"Q4 2025 was another exceptional quarter… we delivered $113.3 million in Q4, up 66% year over year and earnings per share tripled from $0.48 to $1.53." (CEO)
"Our book to bill was over 1.5 at the end of Q4, and we have excellent visibility for the year." (CEO)
"CED today makes up 53% of our revenue, and that is exactly where we want to be." (CEO)
"With this acquisition, our revenue mix continues its transformation and increases scale in CED… it's expected to add $300 million in the twelve months after close with approximately 70% in gross margins." (CEO)
"Fiscal 2025 has been a pivotal year… revenue reached $326.7 million, an increase of 61% from the prior year… non-GAAP earnings per share more than tripled to $3.20." (CFO)