Group 1 - NTT, Inc. held a financial results briefing for the 9 months ended December 31, 2025, moderated by the Head of Investor Relations [1] - The briefing featured three key speakers: Senior Executive Vice President Hiroi, Senior Vice President Nakamura, and Senior Vice President Hattori [2] - An on-demand webcast of the session will be available later, and materials related to the financial results can be found on the company's IR website [3] Group 2 - The session primarily focused on a Q&A format, with participants encouraged to preregister their questions [4]

Howe attributed the margin improvement primarily to mix shifting toward higher-margin products, as well as better manufacturing overhead absorption. Operating expenses were $35.5 million, including $19 million in R&D and $16.5 million in SG&A, which she said reflected higher headcount, variable compensation tied to revenue performance, and continued investment in the company’s roadmap.Howe said Q4 revenue rose 36% sequentially and came in “significantly higher than expected” as customer demand strengthened ...

公众号记得加星标⭐️，第一时间看推送不会错过。 通过拓展市场渠道和交叉销售机会，加深客户互动：德州仪器 (TI) 的直接客户关系、经验丰富的销 售团队以及强大的网站和电子商务能力，能够进一步加速增长。Silicon Labs 自 2014 年以来，凭借 不断扩大的客户覆盖面、交叉销售机会以及与现有客户更深入的互动，实现了约 15% 的复合年收入 增长。合并后的公司将拥有更强大的产品组合，更好地服务于其合并后的客户群体。 芯 片 行 业 最 近 正 在 兴 起 一 股 并 购 潮 。 仅 在 过 去 两 天 ， 就 兴 起 了 四 桩 收 购 ， 分 别 是 TI 收 购 Silicon Labs，英飞凌收购asm OSARM业务、Sitimes收购瑞萨业务，以及西门子收购Canopus AI。涉及金 额，过百亿美元。 德州仪器收购Sili c on Labs 专注于设计、制造和销售模拟和嵌入式处理芯片的全球半导体公司德州仪器和安全智能无线技术领域 的领导者 Silicon Labs 今日宣布，双方已签署最终协议，德州仪器将以每股231.00 美元的价格全现 金收购 Silicon Labs，交易总企业价值约为 ...

SiTime (SITM) came out with quarterly earnings of $1.53 per share, beating the Zacks Consensus Estimate of $1.2 per share. This compares to earnings of $0.48 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +27.50%. A quarter ago, it was expected that this company would post earnings of $0.71 per share when it actually produced earnings of $0.87, delivering a surprise of +22.54%.Over the last four quarters, the company has surp ...

SiTime (NasdaqGM:SITM) Q4 2025 Earnings call February 04, 2026 05:00 PM ET Company ParticipantsBeth Howe - CFOBrett Perry - VP of Investor RelationsQuinn Bolton - Managing Director in Equity ResearchRajesh Vashist - CEOTom O'Malley - Director in Equity ResearchConference Call ParticipantsChris Caso - Managing Director and Senior Equity AnalystGary Mobley - Managing Director and Senior AnalystJim Schneider - Senior Equity AnalystSujith Desilva - Managing Director and Senior Research AnalystTore Svanberg - Ma ...

Financial Data and Key Metrics Changes - SiTime reported Q4 2025 revenue of $113.3 million, a 66% increase year-over-year, with earnings per share tripling from $0.48 to $1.53 [8][9] - For the full year 2025, revenue reached $326.7 million, up 61% year-over-year, with gross margins expanding to 59.3% [15][9] - Non-GAAP operating profit for 2025 was $58.6 million, representing 18% of revenue, with cash flow from operations improving to $87.2 million from $23.2 million in 2024 [15][16] Business Line Data and Key Metrics Changes - The Communications Enterprise and Data Center (CED) segment grew 160% year-over-year, contributing $64.6 million or 57% of total revenue in Q4 [16][10] - Automotive, industrial, and aerospace segments delivered $24.5 million, or 22% of revenue, increasing 19% year-over-year [17] - Consumer, IoT, and mobile revenue was $24.2 million, or 21% of total revenue, up 7% year-over-year [17] Market Data and Key Metrics Changes - Demand for oscillators used in 1.6 terabit optical modules increased by 50% in 2026 forecasts, indicating strong market growth [10] - The book-to-bill ratio was over 1.5 at the end of Q4, reflecting strong demand across the customer base [9] - The company expects significant growth in 2026 driven by AI CapEx spending and increased demand for high-performance networking infrastructure [10][12] Company Strategy and Development Direction - SiTime aims to lead in high-value precision timing applications and deliver differentiated system-level solutions [13] - The acquisition of Renesas' timing business is expected to enhance SiTime's product portfolio and accelerate growth, particularly in the CED segment [24][28] - The company plans to maintain a long-term growth rate of 25%-30% post-acquisition, leveraging the strengths of both businesses [25][26] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the trajectory for 2026, citing strong demand in AI and data centers as key growth drivers [39][40] - The company anticipates continued growth across all segments, with specific opportunities in aerospace and defense applications [40] - Management highlighted the importance of maintaining a strong supply chain to support growth and meet increasing demand [82][84] Other Important Information - The acquisition of Renesas' timing business is valued at $1.5 billion in cash and approximately 4.13 million newly issued SiTime shares [28] - The transaction is expected to close by the end of 2026, subject to regulatory approvals [28] Q&A Session Summary Question: What is the source of the strong bookings reflected in the book-to-bill ratio of 1.5? - Management indicated that most bookings are coming from the CED segment due to its significant growth and customer demand [31] Question: Can you elaborate on the potential for cross-selling opportunities with Renesas? - Management confirmed that there is minimal product overlap, allowing for significant cross-selling opportunities between SiTime's oscillators and Renesas' clock products [42] Question: What is the expected duration of the backlog associated with the book-to-bill ratio? - Management noted that while customers are booking longer, the majority of orders are expected within 12 months, with a focus on Q1 and Q2 [56] Question: How do you expect the acquisition to impact gross margins? - Management stated that the acquisition is expected to enhance gross margins, potentially reaching the upper end of the long-term target of 60%-65% [60] Question: Are there any capacity constraints anticipated in the supply chain? - Management expressed confidence in the supply chain, noting that they have caught up with previous challenges and are well-positioned to meet demand [83]

SiTime (NasdaqGM:SITM) Q4 2025 Earnings call February 04, 2026 05:00 PM ET Speaker0Good afternoon and welcome to SiTime's fourth 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 star 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please pres ...

Core Viewpoint - SiTime Corporation is acquiring certain assets related to Renesas Electronics' timing business for $1.5 billion in cash and stock, which is expected to significantly enhance SiTime's revenue and product portfolio, accelerating its path to $1 billion in revenue as a leading Precision Timing company [1][6][5]. Acquisition Details - The acquisition includes assets from Renesas' timing business, which has a strong financial profile with a gross margin of approximately 70% and is expected to generate $300 million in revenue within 12 months post-close [2][5]. - The transaction is structured as $1.5 billion in cash and approximately 4.13 million shares of SiTime common stock, with specific pricing adjustments based on the 10-day volume weighted average price [6][7]. Strategic Implications - The acquisition will increase SiTime's clocking portfolio by more than 10 times and is projected to contribute over 60% of SiTime's revenue from high-growth applications in communications, enterprise, and datacenters [2][5]. - SiTime's Titan MEMS resonators will be integrated into Renesas' embedded computing products, enhancing performance and efficiency in various applications, including AI datacenters and automotive systems [3][11]. Financial Outlook - The acquisition is expected to be accretive to SiTime's non-GAAP earnings per share in the first year post-close and will help accelerate the company's gross margin towards its target of 60-65% [11]. - SiTime plans to fund the cash portion of the acquisition with existing cash and $900 million in committed debt financing, aiming to reduce leverage to less than 2x within 24 months post-close [7][6]. Customer and Market Impact - The acquired business serves over 10,000 customers, with a significant portion of revenue coming from the AI-Datacenter-Comms segment, providing SiTime with a diverse customer base and new sales opportunities for its MEMS oscillators [2][11]. - The combination of SiTime's and Renesas' product offerings is expected to create a leader in high-performance, precision timing solutions, benefiting customers through improved reliability and design simplification [11].

Exhibit 99.1 SiTime Reports Fourth Quarter and Fiscal Year 2025 Financial Results This press release and its attachments include certain non-GAAP supplemental performance measures. The presentation of this financial information is not intended to be considered in isolation or as a substitute for the financial information prepared and presented in accordance with GAAP. SANTA CLARA, Calif., February 4, 2026 – SiTime Corporation, (Nasdaq: SITM), the Precision Timing company, today announced financial results f ...

Financial Performance - SiTime Corporation reported net revenue of $113.3 million for Q4 2025, marking a 36% increase from $83.6 million in Q3 2025 and a 66% increase from the same period last year [1] - For the fiscal year 2025, net revenue reached $326.7 million, a 61% increase from $202.7 million in fiscal year 2024 [1] - The company achieved a GAAP gross profit of $63.9 million in Q4 2025, representing 56.4% of revenue, while the non-GAAP gross profit was $69.4 million, or 61.2% of revenue [2][3] Profitability Metrics - SiTime's GAAP net income for Q4 2025 was $9.2 million, or $0.34 per diluted share, compared to a net loss of $8.0 million in Q3 2025 [2][14] - For the full year 2025, the GAAP net loss was $42.9 million, or $1.72 per diluted share, an improvement from a net loss of $93.6 million in 2024 [4][16] - Non-GAAP net income for the fiscal year 2025 was $82.6 million, or $3.20 per diluted share, compared to $22.2 million in 2024 [5][23] Operational Highlights - The Communications, Enterprise, and Datacenter (CED) business experienced over 100% year-over-year growth for the seventh consecutive quarter, driven by AI [2] - The company reported broad-based growth across all end customer segments and regions in both Q4 2025 and FY2025 [2] - SiTime's total cash, cash equivalents, and short-term investments amounted to $808.4 million as of December 31, 2025 [5] Future Outlook - The company anticipates continued broad-based growth in 2026, primarily driven by the CED segment [2] - SiTime plans to discuss its business outlook during a scheduled conference call on February 4, 2026 [10]