Silicon Labs Reports Fourth Quarter and Full Year 2025 Results
Rhea-AI Summary
Silicon Labs (NASDAQ: SLAB) reported fiscal 2025 results for the year ended January 3, 2026, with full-year revenue of $785 million, up 34% year-over-year. GAAP operating loss was $71 million and GAAP diluted loss per share was $(1.98). Non-GAAP operating income was $25 million and non-GAAP EPS was $0.92. Q4 revenue was $208 million, up 25% year-over-year. The company said it has canceled its Feb 10 earnings call and suspended guidance due to a pending acquisition by Texas Instruments.
Positive
- Full-year revenue +34% YoY to $785 million
- Non-GAAP operating income of $25 million for 2025
- Non-GAAP diluted EPS of $0.92 for full-year 2025
- Q4 revenue +25% YoY to $208 million
Negative
- GAAP operating loss of $71 million for full-year 2025
- GAAP diluted loss per share $(1.98) for full-year 2025
- Company suspended forward-looking guidance and canceled earnings call
Key Figures
Market Reality Check
Peers on Argus
SLAB fell 4.74% while key peers were mixed: SMTC -0.59%, CRUS -4.54%, SYNA -2.10%, but ALGM +3.07% and PI +6.86%. Only SIMO appeared on momentum scans, up 8.79% without news, pointing to stock-specific dynamics for SLAB.
Previous Earnings Reports
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jan 22 | Earnings webcast notice | Neutral | -0.3% | Scheduled Q4 2025 results release and earnings conference call details. |
| Nov 04 | Quarterly results | Positive | -0.9% | Q3 2025 revenue $206M with growth across segments and non-GAAP profitability. |
| Oct 07 | Earnings webcast notice | Neutral | -2.5% | Announcement of timing and access details for Q3 2025 earnings call. |
| Aug 05 | Quarterly results | Positive | -5.1% | Q2 2025 revenue $193M, strong YoY growth in both major segments. |
| Jul 21 | Earnings webcast notice | Neutral | -2.2% | Scheduling and access information for Q2 2025 earnings release and call. |
Around earnings-related announcements, SLAB has more often traded lower, with most past earnings or webcast items followed by negative next-day moves.
Over recent quarters, Silicon Labs has consistently highlighted earnings and related communications, including Q2 and Q3 2025 results and multiple webcast notices. Earnings releases in Q2 2025 and Q3 2025 showed growing revenue and segment strength but were followed by share price declines. Webcast announcements likewise preceded modest negative moves. Today’s full-year and Q4 2025 report, featuring strong year-over-year growth and detailed GAAP/non-GAAP metrics, fits into this pattern of fundamentally solid updates met with cautious trading.
Historical Comparison
In the past year, SLAB’s earnings-tagged headlines saw an average move of -2.21%, so today’s -4.74% decline is somewhat larger but directionally consistent.
Earnings releases show revenue rising from $193M in Q2 2025 to $206M in Q3 2025 and $208M in Q4 2025, culminating in full-year 2025 revenue of $785M with strong Industrial & Commercial and Home & Life segment growth.
Market Pulse Summary
This announcement details solid full-year 2025 and Q4 performance, with revenue of $785M for the year and $208M in Q4 alongside improving non-GAAP profitability. Historically, earnings-related headlines have averaged a -2.21% move in the following session, indicating cautious market responses. Investors may focus on the balance between strong top-line growth and GAAP losses, segment mix between Industrial & Commercial and Home & Life, and how future updates track this trajectory.
Key Terms
gaap financial
non-gaap financial
AI-generated analysis. Not financial advice.
"The Silicon Labs team completed fiscal 2025 with continued strong execution, delivering an impressive year-over-year revenue growth of
Due to the separately announced pending acquisition of Silicon Labs by Texas Instruments, Silicon Labs will cancel its previously announced earnings call scheduled for February 10, 2026, and has suspended providing forward-looking guidance.
Full Year 2025 Financial Highlights
- Revenue was
$785 million 34% year-over-year - Industrial & Commercial revenue for the year was
$445 million 31% year-over-year - Home & Life revenue for the year was
$340 million 38% year-over-year
Results on a GAAP basis:
- GAAP gross margin was
58.2% - GAAP operating expenses were
$528 million - GAAP operating loss was
$71 million - GAAP diluted loss per share was
$(1.98)
Results on a non-GAAP basis, excluding the impact of stock compensation, amortization of acquired intangible assets, and certain other items as set forth in the below GAAP to Non-GAAP reconciliation tables were as follows:
- Non-GAAP gross margin was
58.5% - Non-GAAP operating expenses were
$434 million - Non-GAAP operating income was
$25 million - Non-GAAP diluted earnings per share was
$0.92
Fourth Quarter Financial Highlights
- Revenue was
$208 million 25% year-over-year - Industrial & Commercial revenue for the quarter was
$122 million 37% year-over-year - Home & Life revenue for the quarter was
$87 million 12% year-over-year
Results on a GAAP basis:
- GAAP gross margin was
63.4% - GAAP operating expenses were
$135 million - GAAP operating loss was
$3 million - GAAP diluted loss per share was
$(0.08)
Results on a non-GAAP basis, excluding the impact of stock compensation, amortization of acquired intangible assets, and certain other items as set forth in the below GAAP to Non-GAAP reconciliation tables were as follows:
- Non-GAAP gross margin was
63.6% - Non-GAAP operating expenses were
$112 million - Non-GAAP operating income was
$21 million - Non-GAAP diluted earnings per share was
$0.56
About Silicon Labs
Silicon Labs (NASDAQ: SLAB) is the leading innovator in low-power wireless connectivity, building embedded technology that connects devices and improves lives. Merging cutting-edge technology into the world's most highly integrated SoCs, Silicon Labs provides device makers the solutions, support, and ecosystems needed to create advanced edge connectivity applications. Headquartered in
Forward-Looking Statements
This press release contains forward-looking statements based on Silicon Labs' current expectations. The words "believe", "estimate", "expect", "intend", "anticipate", "plan", "project", "will", and similar phrases as they relate to Silicon Labs are intended to identify such forward-looking statements. These forward-looking statements reflect the current views and assumptions of Silicon Labs and are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Among the factors that could cause actual results to differ materially from those in the forward-looking statements are the following: fluctuating changes in global trade policies, including the imposition of tariffs, duties, trade sanctions, or other barriers to international commerce; the impact of the current global memory chip shortage; the competitive and cyclical nature of the semiconductor industry; the challenging macroeconomic environment, including disruptions in the financial services industry; geographic concentration of manufacturers, assemblers, test service providers and customers in
Note to editors: Silicon Laboratories, Silicon Labs, the "S" symbol, and the Silicon Labs logo are trademarks of Silicon Laboratories Inc. All other product names noted herein may be trademarks of their respective holders.
Silicon Laboratories Inc. | |||||||
Three Months Ended | Year Ended | ||||||
January 3, | December 28, | January 3, | December 28, | ||||
Revenues | $ 208,206 | $ 166,249 | $ 784,764 | $ 584,386 | |||
Cost of revenues | 76,128 | 76,026 | 327,781 | 272,198 | |||
Gross profit | 132,078 | 90,223 | 456,983 | 312,188 | |||
Operating expenses: | |||||||
Research and development | 89,521 | 82,438 | 353,246 | 332,225 | |||
Selling, general and administrative | 45,809 | 36,412 | 174,278 | 145,453 | |||
Operating expenses | 135,330 | 118,850 | 527,524 | 477,678 | |||
Operating loss | (3,252) | (28,627) | (70,541) | (165,490) | |||
Other income (expense): | |||||||
Interest income and other, net | 2,932 | 2,978 | 13,604 | 11,987 | |||
Interest expense | (214) | (260) | (975) | (1,310) | |||
Loss before income taxes | (534) | (25,909) | (57,912) | (154,813) | |||
Provision (benefit) for income taxes | 2,150 | (2,086) | 6,995 | 36,197 | |||
Net loss | $ (2,684) | $ (23,823) | $ (64,907) | $ (191,010) | |||
Loss per share: | |||||||
Basic | $ (0.08) | $ (0.73) | $ (1.98) | $ (5.93) | |||
Diluted | $ (0.08) | $ (0.73) | $ (1.98) | $ (5.93) | |||
Weighted-average common shares outstanding: | |||||||
Basic | 32,920 | 32,420 | 32,721 | 32,191 | |||
Diluted | 32,920 | 32,420 | 32,721 | 32,191 | |||
Non-GAAP Financial Measurements
In addition to the GAAP results provided throughout this document, Silicon Labs has provided non-GAAP financial measurements on a basis excluding non-cash and other charges and benefits. Details of these excluded items are presented in the tables below, which reconcile the GAAP results to non-GAAP financial measurements.
The non-GAAP financial measurements do not replace the presentation of Silicon Labs' GAAP financial results. These measurements provide supplemental information to assist management and investors in analyzing Silicon Labs' financial position and results of operations. Silicon Labs has chosen to provide this information to investors to enable them to perform meaningful comparisons of past, present and future operating results and as a means to emphasize the results of core on-going operations.
Unaudited Reconciliation of GAAP to Non-GAAP Financial Measures (In thousands, except per share data) | ||||||||||||||
Three Months Ended January 3, 2026 | ||||||||||||||
Non-GAAP Income Statement Items | GAAP Measure | GAAP Percent of Revenue | Stock Compensation Expense | Intangible Asset Amortization | Other Costs | Non-GAAP Measure | Non-GAAP Percent of Revenue | |||||||
Revenues | $ 208,206 | |||||||||||||
Gross profit | 132,078 | 63.4 % | $ 400 | $ — | $ — | $ 132,478 | 63.6 % | |||||||
Research and development | 89,521 | 43.0 % | 12,190 | 2,295 | 404 | 74,632 | 35.8 % | |||||||
Selling, general and administrative | 45,809 | 22.0 % | 8,089 | — | 461 | 37,259 | 17.9 % | |||||||
Operating expenses | 135,330 | 65.0 % | 20,279 | 2,295 | 865 | 111,891 | 53.7 % | |||||||
Operating income (loss) | (3,252) | (1.6 %) | 20,679 | 2,295 | 865 | 20,587 | 9.9 % | |||||||
Three Months Ended January 3, 2026 | ||||||||||||
Non-GAAP Earnings (Loss) Per Share | GAAP Measure | Stock Compensation Expense* | Intangible Asset Amortization* | Other Costs* | Income Tax Adjustments | Non- GAAP Measure | ||||||
Net income (loss) | $ (2,684) | $ 20,679 | $ 2,295 | $ 865 | $ (2,511) | $ 18,644 | ||||||
Shares Excluded Due to Net Loss | ||||||||||||
Diluted shares outstanding | 32,920 | 279 | 33,199 | |||||||||
Diluted earnings (loss) per share | $ (0.08) | $ 0.56 | ||||||||||
* Represents pre-tax amounts |
Twelve Months Ended January 3, 2026 | ||||||||||||||
Non-GAAP Income Statement Items | GAAP Measure | GAAP Percent of Revenue | Stock Compensation Expense | Intangible Asset Amortization | Other Costs | Non-GAAP Measure | Non-GAAP Percent of Revenue | |||||||
Revenues | $ 784,764 | |||||||||||||
Gross profit | 456,983 | 58.2 % | $ 1,944 | $ — | $ — | $ 458,927 | 58.5 % | |||||||
Research and development | 353,246 | 45.0 % | 48,447 | 13,369 | 934 | 290,496 | 37.0 % | |||||||
Selling, general and administrative | 174,278 | 22.2 % | 29,933 | — | 1,216 | 143,129 | 18.2 % | |||||||
Operating expenses | 527,524 | 67.2 % | 78,380 | 13,369 | 2,150 | 433,625 | 55.3 % | |||||||
Operating income (loss) | (70,541) | (9.0 %) | 80,324 | 13,369 | 2,150 | 25,302 | 3.2 % | |||||||
Twelve Months Ended January 3, 2026 | ||||||||||||
Non-GAAP Earnings (Loss) Per Share | GAAP Measure | Stock Compensation Expense* | Intangible Asset Amortization* | Other Costs* | Income Tax Adjustments | Non- GAAP Measure | ||||||
Net income (loss) | $ (64,907) | $ 80,324 | $ 13,369 | $ 2,150 | $ (591) | $ 30,345 | ||||||
Shares Excluded Due to Net Loss | ||||||||||||
Diluted shares outstanding | 32,721 | 260 | 32,981 | |||||||||
Diluted earnings (loss) per share | $ (1.98) | $ 0.92 | ||||||||||
* Represents pre-tax amounts |
Silicon Laboratories Inc. Condensed Consolidated Balance Sheets (In thousands, except per share data) (Unaudited) | |||
January 3, | December 28, | ||
Assets | |||
Current assets: | |||
Cash and cash equivalents | $ 364,222 | $ 281,607 | |
Short-term investments | 79,400 | 100,554 | |
Accounts receivable, net | 64,513 | 54,479 | |
Inventories | 95,566 | 105,639 | |
Prepaid expenses and other current assets | 70,316 | 59,754 | |
Total current assets | 674,017 | 602,033 | |
Property and equipment, net | 128,643 | 132,136 | |
Goodwill | 376,389 | 376,389 | |
Other intangible assets, net | 23,130 | 36,499 | |
Other assets, net | 67,138 | 75,617 | |
Total assets | $ 1,269,317 | $ 1,222,674 | |
Liabilities and Stockholders' Equity | |||
Current liabilities: | |||
Accounts payable | $ 50,717 | $ 42,448 | |
Deferred revenue and returns liability | 5,359 | 3,073 | |
Other current liabilities | 87,711 | 52,362 | |
Total current liabilities | 143,787 | 97,883 | |
Other non-current liabilities | 31,112 | 44,770 | |
Total liabilities | 174,899 | 142,653 | |
Commitments and contingencies | |||
Stockholders' equity: | |||
Preferred stock – | — | — | |
Common stock – shares issued and outstanding at January 3, 2026 and December 28, 2024, respectively | 3 | 3 | |
Additional paid-in capital | 157,402 | 78,227 | |
Retained earnings | 936,814 | 1,001,721 | |
Accumulated other comprehensive income | 199 | 70 | |
Total stockholders' equity | 1,094,418 | 1,080,021 | |
Total liabilities and stockholders' equity | $ 1,269,317 | $ 1,222,674 | |
Silicon Laboratories Inc. Condensed Consolidated Statements of Cash Flows (In thousands) (Unaudited) | |||
Year Ended | |||
January 3, | December 28, | ||
Operating Activities | |||
Net loss | $ (64,907) | $ (191,010) | |
Adjustments to reconcile net loss to net cash provided by (used in) operating | |||
Depreciation of property and equipment | 24,716 | 25,551 | |
Amortization of other intangible assets | 13,369 | 23,034 | |
Stock-based compensation expense | 80,324 | 61,503 | |
Deferred income taxes | 881 | 29,470 | |
Changes in operating assets and liabilities: | |||
Accounts receivable | (10,034) | (25,184) | |
Inventories | 9,992 | 88,494 | |
Prepaid expenses and other assets | 8,826 | 27,362 | |
Accounts payable | 6,333 | (15,155) | |
Other current liabilities and income taxes | 36,781 | (21,768) | |
Deferred revenue and returns liability | 2,286 | 956 | |
Other non-current liabilities | (12,859) | (17,163) | |
Net cash provided by (used in) operating activities | 95,708 | (13,910) | |
Investing Activities | |||
Purchases of marketable securities | (34,790) | (73,602) | |
Sales of marketable securities | 15,393 | 54,227 | |
Maturities of marketable securities | 40,716 | 131,858 | |
Purchases of property and equipment | (29,922) | (11,748) | |
Proceeds from capital-related government incentives | 578 | — | |
Proceeds from sale of equity investment | — | 12,382 | |
Purchases of other assets | (4,000) | — | |
Net cash provided by (used in) investing activities | (12,025) | 113,117 | |
Financing Activities | |||
Payments on debt | — | (45,000) | |
Repurchases of common stock | — | (16) | |
Payment of taxes withheld for vested stock awards | (15,706) | (16,434) | |
Proceeds from the issuance of common stock | 14,638 | 16,346 | |
Net cash used in financing activities | (1,068) | (45,104) | |
Increase in cash and cash equivalents | 82,615 | 54,103 | |
Cash and cash equivalents at beginning of period | 281,607 | 227,504 | |
Cash and cash equivalents at end of period | $ 364,222 | $ 281,607 | |
View original content to download multimedia:https://www.prnewswire.com/news-releases/silicon-labs-reports-fourth-quarter-and-full-year-2025-results-302678746.html
SOURCE Silicon Labs
FAQ
What were Silicon Labs (SLAB) full-year 2025 revenue and growth figures?
Why did Silicon Labs (SLAB) cancel its February 10, 2026 earnings call?
What were Silicon Labs (SLAB) GAAP and non-GAAP profitability results for 2025?
How did Silicon Labs (SLAB) perform in Q4 2025 by revenue and margins?
What segment trends did Silicon Labs (SLAB) report for 2025?
What should investors know about guidance and next steps for Silicon Labs (SLAB)?
