SiTime Corp (NAS:SITM)

Q4 2025 SiTime Corp Earnings Call Transcript

Feb 4, 2026 / 10:00 PM GMT

Release Date Price: $347.96 (-1.00%)

Transcript 10-K8-K

Key Points

Positve

SiTime Corp (SITM) reported exceptional financial results for Q4 2025, with revenue of $113.3 million, up 66% year over year, and earnings per share tripling from $0.48 to $1.53.
Gross margins improved significantly, reaching 61.2% in Q4, surpassing the company's target of greater than 60% for the year.
The Communications Enterprise Data Center (CED) business grew 160% year over year, marking the seventh consecutive quarter of over 100% growth.
SiTime Corp (SITM) announced a transformational acquisition of Renaissance's timing business, expected to add $300 million in revenue with approximately 70% gross margins.
The company's book-to-bill ratio was over 1.5 at the end of Q4, indicating strong demand and excellent visibility for 2026.

Negative

Despite strong growth, the company faces potential risks associated with the integration of Renaissance's timing business, which could impact operational efficiency.
The acquisition involves a significant financial commitment of $1.5 billion in cash and newly issued shares, which may affect SiTime Corp (SITM)'s financial flexibility.
There is uncertainty regarding regulatory approvals for the acquisition, which could delay the expected closing by the end of 2026.
The consumer IoT and mobile revenue segment showed only a modest increase of 7% year over year, indicating slower growth compared to other segments.
SiTime Corp (SITM) must manage potential supply chain constraints to support its rapid growth, especially in light of industry-wide demand surges.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SITM.OQ - SiTime Corp
Q4 2025 SiTime Corp Earnings Call
Feb 04, 2026 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and welcome to Side Times 4th quarter 2025 financial results conference call.

At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session.

To ask the question during the session you will need to press 11 on your telephone. You will then hear automated message advising your hand is raised.

To withdraw your question, please press 11 again. We ask that you limit yourself to one question and one follow-up.

As a reminder, this conference call is being recorded today, February 4, 2026. I would now like to turn the conference over to Brett Perry of Shelton Group Investor Relations. Brett, please go ahead.

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