SiTime (SITM) Q2 2025 Earnings
How Did SITM Stock React to Q2 2025 Earnings?
S&P 500 over the same 30 days: +2.86%.
Did SITM Beat Earnings? Q2 2025 Results
Yes. SiTime reported Q2 2025 earnings of $0.47 a share on Aug 6, 2025, beating the $0.28 consensus estimate by 65.4%. Revenue was $69.5M against a $64.7M estimate.
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.
- 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
What Was SiTime's Outlook in Q2 2025?
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
| Metric | Q2 2025 | Q2 2024 | Year over year |
|---|---|---|---|
| Revenue | $69.5M | $43.9M | +58.4% |
| Gross Profit | $36.1M | $21.5M | +67.5% |
| Operating Income | −$24.6M | −$19.9M | +23.9% |
| Net Income | −$20.2M | −$16.2M | +24.6% |
Figures from SEC filings and company reports. Not investment advice.