Companies /Technology

SiTime Corp

NASDAQ: SITM Semiconductors
$568.56
▼ $31.33 (−5.22%) today
Markets open · 2:07pm ET

Q2 2025 Earnings

Reported Aug 6, 2025, 4:40pm ET · SEC source
$0.47
Beat +65.38%
EPS · est. $0.28
$69.5M
Beat +7.47%
Revenue · est. $64.7M
+21.5%
Beating market
SITM vs S&P since report
6 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
−8%−4%0+4%Aug 6Aug 7report 4:40pm ETearnings+0.2%−6.6%
−8%−4%0+4%Aug 6Aug 7earnings+0.2%−6.6%
SITM −6.6%S&P 500 +0.2%
−8%−4%0+4%Aug 6Aug 7report 4:40pm ETearnings+0.6%−6.6%
−8%−4%0+4%Aug 6Aug 7earnings+0.6%−6.6%
SITM −6.6%NASDAQ +0.6%
−10%−5%0+5%Aug 5Aug 14report 4:40pm ETearnings+2.0%+4.6%
−10%−5%0+5%Aug 5Aug 14earnings+2.0%+4.6%
SITM +4.6%S&P 500 +2.0%
−10%−5%0+5%Aug 5Aug 14report 4:40pm ETearnings+2.2%+4.6%
−10%−5%0+5%Aug 5Aug 14earnings+2.2%+4.6%
SITM +4.6%NASDAQ +2.2%
−5.65%
Day of report
+0.39%
Next session
+14.05%
One week
+24.35%
30 days

S&P 500 over the same 30 days: +2.86%.

Did SITM Beat Earnings? Q2 2025 Results

SiTime delivered a standout second quarter for 2025, posting adjusted earnings of $0.47 per diluted share on revenue of $69.49 million, beating the Wall Street consensus EPS estimate of $0.28 by 65.38% and topping revenue expectations of $64.66 million by 7.47%. The top line grew 58.4% year over year, powered by an extraordinary 137% surge in the Communications, Enterprise, and Data Center segment as AI infrastructure buildouts accelerated demand for precision timing solutions, a trend that lifted shares roughly 2% following the report. Non-GAAP gross margin expanded to 58.2% from 57.7% a year ago, and the company swung to a non-GAAP operating income of $7.16 million compared to a loss of $2.78 million in the prior-year period. The balance sheet also strengthened materially, with cash and short-term investments reaching $796.70 million. SiTime did not publish specific forward guidance in its press release, with management reserving outlook commentary for the accompanying conference call.

Key Takeaways
  • Communications, Enterprise, and Data Center (CED) market revenue grew 137% year over year
  • AI-driven strong demand for Precision Timing solutions
  • Focus on high performance applications across end markets
  • Non-GAAP gross margin expansion to 58.2%

“SiTime's continued momentum across our end markets demonstrates that our focus on high performance applications is working. Revenue from our Communications, Enterprise, and Data Center market (CED) grew 137% year over year, fueled by AI that created strong demand for our Precision Timing solutions.”

SiTime CEO, on the earnings call

Forward Guidance & Outlook

The company indicated it would discuss its business outlook during the conference call but did not provide specific forward guidance in the press release.

SITM YoY Financials

Q2 2025 vs Q2 2024 · SEC filings Q2 2024 Q2 2025
$0$30.0M$60.0M$43.9M$69.5MRevenue$21.5M$36.1MGross Profit$-19,871,619$-24,611,000Operating Income$-16,192,425$-20,179,000Net Income
$0$30.0M$60.0MRevenueGross ProfitOperating IncomeNet Income

Figures from SEC filings and company reports. Not investment advice.