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SLAB

Silicon Laboratories Inc.

SLAB

Silicon Laboratories Inc. • NASDAQ
$127.58 ▲ 1.16% (+1.46)
Market Cap $4.19 B
52w High $160.00
52w Low $82.82
Dividend Yield 0%
P/E -48.51
Volume 136.29K
Outstanding Shares 32.85M

Income Statement

Period Revenue Operating Expense Net Income Net Profit Margin Earnings Per Share EBITDA
Q3-2025 $205.999M ▲ $131.361M ▲ $-9.936M ▲ -4.823% ▲ $-0.3 ▲ $-1.16M ▲
Q2-2025 $192.845M ▲ $130.976M ▲ $-21.817M ▲ -11.313% ▲ $-0.67 ▲ $-9.238M ▲
Q1-2025 $177.714M ▲ $129.857M ▲ $-30.47M ▼ -17.146% ▼ $-0.94 ▼ $-16.602M ▼
Q4-2024 $166.249M ▼ $118.85M ▼ $-23.823M ▲ -14.33% ▲ $-0.73 ▲ $-13.962M ▲
Q3-2024 $166.395M $120.021M $-28.504M -17.13% $-0.88 $-14.635M

Balance Statement

Period Cash & Short-term Total Assets Total Liabilities Total Equity
Q3-2025 $439.025M ▲ $1.253B ▲ $182.354M ▲ $1.071B ▲
Q2-2025 $415.54M ▼ $1.221B ▼ $159.985M ▼ $1.061B ▼
Q1-2025 $424.805M ▲ $1.229B ▲ $161.077M ▲ $1.068B ▼
Q4-2024 $382.161M ▲ $1.223B ▼ $142.653M ▼ $1.08B ▼
Q3-2024 $369.678M $1.249B $167.856M $1.081B

Cash Flow Statement

Period Net Income Cash From Operations Cash From Investing Cash From Financing Net Change Free Cash Flow
Q3-2025 $-9.936M ▲ $34.322M ▲ $-6.751M ▲ $-627K ▲ $26.944M ▲ $27.929M ▲
Q2-2025 $-21.817M ▲ $4.908M ▼ $-10.151M ▼ $-5.175M ▼ $-10.418M ▼ $-3.789M ▼
Q1-2025 $-30.47M ▼ $48.128M ▲ $-3.9M ▲ $-958K ▼ $43.27M ▲ $43.276M ▲
Q4-2024 $-23.823M ▲ $10.129M ▼ $-38.182M ▼ $6.578M ▲ $-21.475M ▼ $6.166M ▼
Q3-2024 $-28.504M $31.627M $30.198M $423K $62.248M $29.419M

Revenue by Products

Product Q3-2024Q4-2024Q1-2025Q2-2025
Industrial Commercial
Industrial Commercial
 $100.00M ▲$150.00M ▲$100.00M ▼$110.00M ▲

Five-Year Company Overview

Income Statement

Income Statement Revenue climbed earlier in the period and then stepped down in the last couple of years, which suggests SLAB has felt the same cyclical slowdown many chip companies are seeing, especially in IoT and consumer‑linked demand. Gross profit remains solid in percentage terms, so the core products still carry attractive value, but lower sales make it harder to cover operating costs. Profitability swung from modest profits to modest losses, with the latest year showing the weakest bottom line of the period. That pattern points to a business still investing heavily in people, R&D, and go‑to‑market despite softer demand, which depresses earnings in the short run but can support growth if end markets recover and new products scale.

Balance Sheet

Balance Sheet The balance sheet looks conservative and relatively strong. Total assets have come down from earlier highs, which likely reflects portfolio reshaping and the drawdown of an unusually large cash position a few years ago. Debt levels are now very low compared with the company’s equity base, so financial leverage risk appears limited. Cash is not as abundant as at its peak but still provides a cushion to absorb ongoing investment and a period of weaker results. Overall, the company appears more equity‑funded than debt‑funded, giving it flexibility to weather cycles and continue funding development work.

Cash Flow

Cash Flow Cash generation has softened alongside earnings. Operating cash flow was positive in the stronger years and has turned slightly negative more recently, which means the business is currently not fully funding itself from operations. Free cash flow shows a similar story: modest positive contributions in better years, small outflows more recently. Capital spending remains quite disciplined and relatively low, so most of the cash drag comes from operating performance rather than heavy factory or equipment build‑out. This points to a manageable cash burn for now, but it does increase the importance of a recovery in demand and margins over the next couple of years.

Competitive Edge

Competitive Edge SLAB is positioned as a specialist in low‑power, secure wireless chips for the Internet of Things rather than a broad, general‑purpose semiconductor giant. Its strengths include multiprotocol connectivity on a single chip, strong energy efficiency, and deep know‑how in industrial and smart‑building applications with long product lifecycles. The Simplicity Studio software platform and strong developer support create switching costs for customers and help embed SLAB into future designs. At the same time, the company competes against much larger players in connectivity and microcontrollers, so it must continually differentiate on ease of use, integration, and power efficiency rather than on sheer scale or price. Its diverse, long‑tail customer base helps reduce dependence on any single client but does not fully shield it from broad IoT and industrial spending cycles.

Innovation and R&D

Innovation and R&D Innovation is clearly at the center of SLAB’s strategy. The company has focused R&D on low‑power wireless, multi‑protocol SoCs, and robust on‑chip security, with its Secure Vault technology and advanced certifications positioning it as a leader in trusted IoT hardware. The transition from the current product generation to the newer Series 3 platform, built on a more advanced manufacturing node, aims to deliver better performance, lower power use, and hardware support for AI and machine learning at the edge. SLAB is also expanding in Wi‑Fi 6 with a strong power‑efficiency angle, and it is enhancing its software ecosystem and development tools, including longer‑term plans for AI‑assisted design workflows. These bets make the company more differentiated but also raise execution risk: the payoff depends on successful product launches, customer adoption, and staying ahead of fast‑moving standards in wireless and AI.

Summary

Overall, SLAB combines a focused IoT wireless franchise and strong technology with the financial profile of a company in an investment and digestion phase. The business has shifted from prior profitability to recent losses and modest cash outflows as demand cooled and R&D and operating costs remained high. However, its balance sheet is sound, with low debt and a reasonable cash position that provide room to keep investing through the cycle. Competitively, SLAB benefits from a sticky developer ecosystem, deep application expertise, and leadership in low‑power, secure connectivity, but it faces intense competition and needs its new platforms, especially Series 3 and advanced Wi‑Fi and AI‑enabled offerings, to gain traction. The key tensions to watch are whether revenue growth and margins recover as new products ramp and IoT demand normalizes, and whether ongoing innovation continues to reinforce the company’s niche against larger rivals.

NEWS

November 18, 2025 · 5:56 PM UTC

Silicon Labs to Participate at Upcoming Investor Conferences

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November 4, 2025 · 7:05 AM UTC

Silicon Labs Reports Third Quarter 2025 Results

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October 30, 2025 · 8:30 AM UTC

GlobalFoundries and Silicon Labs Expand Partnership to Accelerate Wireless Connectivity Solutions and Strengthen U.S. Chip Manufacturing

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October 22, 2025 · 12:01 AM UTC

Silicon Labs Unveils the Next Evolution of IoT Development with the Simplicity Ecosystem

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October 7, 2025 · 9:30 AM UTC

Silicon Labs Announces Third Quarter 2025 Earnings Webcast

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