Companies /Technology

SiTime Corp

NASDAQ: SITM Semiconductors
$568.56
▼ $31.33 (−5.22%) today
Markets open · 2:08pm ET

Q3 2025 Earnings

Reported Nov 5, 2025, 4:13pm ET · SEC source
$0.87
Beat +22.48%
EPS · est. $0.71
$83.6M
Beat +7.09%
Revenue · est. $78.0M
+6.0%
Beating market
SITM vs S&P since report
6 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
0+20%Nov 5Nov 6report 4:13pm ETearnings−1.1%+22.5%
0+20%Nov 5Nov 6earnings−1.1%+22.5%
SITM +22.5%S&P 500 −1.1%
0+20%Nov 5Nov 6report 4:13pm ETearnings−1.9%+22.5%
0+20%Nov 5Nov 6earnings−1.9%+22.5%
SITM +22.5%NASDAQ −1.9%
0+10%+20%+30%Nov 4Nov 13report 4:13pm ETearnings−0.8%−1.7%
0+10%+20%+30%Nov 4Nov 13earnings−0.8%−1.7%
SITM −1.7%S&P 500 −0.8%
0+10%+20%+30%Nov 4Nov 13report 4:13pm ETearnings−2.4%−1.7%
0+10%+20%+30%Nov 4Nov 13earnings−2.4%−1.7%
SITM −1.7%NASDAQ −2.4%
+21.77%
Day of report
−3.79%
Next session
−15.05%
One week
+7.85%
30 days

S&P 500 over the same 30 days: +1.90%.

Did SITM Beat Earnings? Q3 2025 Results

SiTime delivered a blowout third quarter for 2025, posting non-GAAP earnings of $0.87 per diluted share against a consensus estimate of $0.71, a 22.48% beat, while revenue of $83.57 million topped expectations by 7.09% and surged 44.8% year over year. The standout performance was fueled by accelerating AI infrastructure demand, with CEO Rajesh Vashist pointing to rapid adoption of SiTime's high-performance precision timing solutions in the Communications-Enterprise-Datacenter vertical as the primary catalyst. Operating leverage improved sharply alongside revenue scale, with non-GAAP operating income reaching $15.44 million, or 18.5% of revenue, compared to just 6.9% a year earlier, underscoring how efficiently the company is converting growth into profit. Even on a GAAP basis, the net loss narrowed meaningfully to $8.01 million from $19.32 million in the year-ago period. Looking ahead, management projected full-year 2025 revenue growth exceeding 50% year over year, a signal that the AI-driven tailwind shows no sign of easing, even as <a href="https://247wallst.com/investing/2025/10/21/live-will-texas-instruments-beat-q3-earnings/">broader semiconductor peers</a> navigate a more uneven demand environment.

Key Takeaways
  • AI-driven demand for precision timing solutions
  • Increased adoption of high-performance, resilient and reliable Precision Timing solutions
  • Strength in Communications-Enterprise-Datacenter business
  • Non-GAAP gross margin expansion to 58.8%
  • Non-GAAP operating margin improvement to 18.5% from 6.9% year-over-year

“AI growth powered milestone revenue of $83.6 million in the third quarter with increased adoption of our high-performance, resilient and reliable Precision Timing solutions.”

SiTime CEO, on the earnings call

Forward Guidance & Outlook

SiTime expects rapid revenue growth to continue in upcoming quarters, with full-year 2025 revenue growth projected to exceed 50% year-over-year. The company cited strength in its Communications-Enterprise-Datacenter business as the primary driver. Detailed business outlook was planned for discussion during the earnings conference call.

SITM YoY Financials

Q3 2025 vs Q3 2024 · SEC filings Q3 2024 Q3 2025
$0$30.0M$60.0M$90.0M$57.7M$83.6MRevenue$29.5M$44.7MGross Profit$-11,818,383$-16,021,000Operating Income$-5,055,832$-8,014,000Net Income
$0$30.0M$60.0M$90.0MRevenueGross ProfitOperating IncomeNet Income

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