Silicon Motion Technology Corp
NASDAQ:SIMO
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Silicon Motion Technology Corp
NASDAQ:SIMO
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Earnings Calls
Last Earnings Call
Record quarter: Silicon Motion reported record revenue of $451 million, up 32% sequentially and 127% year over year, and said it was well above the high end of guidance.
Margins beat: Gross margin came in at 50.2% and operating margin at 23.1%, both above the company’s outlook, helped by new product mix and early MonTitan contribution.
Broad-based growth: Management said growth was strong across embedded eMMC & UFS, edge SSD controllers, MonTitan enterprise SSDs, and Ferri/boot drive solutions.
Q3 outlook: The company guided third-quarter revenue to $519 million to $541 million, with gross margin expected at 50% to 51% and operating margin at 27.5% to 28.5%.
Transformation story: Management emphasized a shift from a consumer-heavy controller business toward a more diversified supplier serving AI infrastructure, enterprise, automotive, and edge markets.
NAND backdrop: Executives said NAND and DRAM pricing remains a major headwind for consumer devices and expect the supply-demand imbalance to persist until around 2028.
MonTitan ramp: MonTitan enterprise SSD controllers are now in commercial production with two Tier 1 customers, with five more expected in the second half of the year.