SiTime Corp
NASDAQ:SITM

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SiTime Corp
NASDAQ:SITM
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Price: 368.9846 USD 0.68%
Market Cap: 9.6B USD

SiTime Corp
Investor Relations

Nestled at the intersection of innovation and precision, SiTime Corp. has carved out a niche in the semiconductor industry with its groundbreaking MEMS (Micro-Electro-Mechanical Systems) timing solutions. The company's journey is characterized by a relentless drive to outperform traditional quartz-based timing devices both in functionality and reliability. SiTime's technology capitalizes on the advantages of silicon to deliver products that are more resistant to shock, vibration, and temperature fluctuations. With applications spanning communications, consumer electronics, automotive, and industrial markets, SiTime has positioned itself as an indispensable player where precise timing is crucial.

SiTime's revenue model hinges on its ability to design, produce, and sell these high-performance timing devices. By offering a diverse portfolio of oscillators, resonators, and clock ICs, the company caters to a wide array of customer requirements across various sectors. The true engine of profitability, however, lies in their capability to offer differentiated products that resolve specific challenges faced by industries looking to enhance efficiency and reliability. Coupled with strategic partnerships and a customer base that values the longevity and quality of SiTime's solutions, the company is well-poised to continue riding the wave of demand for highly reliable and accurate timing components.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 5, 2025
AI Summary
Q3 2025

Record Revenue: SiTime reported Q3 revenue of $83.6 million, up 45% year-over-year, marking a milestone quarter.

Strong Earnings: EPS more than doubled to $0.87, and gross margin rose to 58.8%, with operating and net income improving substantially.

Growth Drivers: Communications, enterprise, and datacenter (CED) revenue surged 115% year-over-year, now representing 51% of total revenue.

Positive Outlook: Q4 revenue is guided at $100–103 million and gross margin at 60–60.5%, both pointing to ongoing growth momentum.

Product Expansion: The new Titan resonator platform opens a $400 million market today, with substantial future growth expected, though meaningful revenue contribution is a few years away.

Operating Leverage: Operating expenses remain controlled as revenue scales, supporting significant margin expansion.

Strong Cash Position: The company ended the quarter with $810 million in cash and short-term investments.

Key Financials
Revenue
$83.6 million
Gross Margin
58.8%
EPS
$0.87
Operating Income
$15.4 million
Net Income
$23.4 million
Cash and Short-term Investments
$810 million
Cash from Operations
$31.4 million
Operating Expenses
$33.7 million
R&D Expense
$18.5 million
SG&A Expense
$15.2 million
Accounts Receivable
$22.5 million
Inventory
$86.7 million
DSO
24 days
Capital Expenditures
$5.1 million
Share Count
27 million shares (diluted)
Earnings Call Recording
Other Earnings Calls

Management

Mr. Rajesh Vashist
Chairman, President & CEO
No Bio Available
Ms. Elizabeth A. Howe
Executive VP of Finance & CFO
No Bio Available
Mr. Piyush B. Sevalia
Executive Vice President of Marketing
No Bio Available
Mr. Lionel Bonnot
Executive Vice President of Worldwide Sales & Business Development
No Bio Available
Mr. Markus Lutz
Co-Founder
No Bio Available
Mr. Atul P. Shingal
Executive Vice President of Operations
No Bio Available
Mr. Samsheer Ahmad
Senior VP of Finance & Chief Accounting Officer
No Bio Available
Mr. Vincent P. Pangrazio J.D.
Executive VP, Chief Legal Officer & Corporate Secretary
No Bio Available
Mr. David Sweet
Partner
No Bio Available

Contacts

Address
CALIFORNIA
Santa Clara
5451 Patrick Henry Dr
Contacts
+14083284400.0
www.sitime.com