Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q ________________________________________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39135 ____________________________________________ ...

Financial Data and Key Metrics Changes - Revenue for Q3 2023 was $35.5 million, up 28% from Q2 2023 [19][46] - Non-GAAP gross margins were 58.2%, essentially flat compared to Q2 [20][46] - Non-GAAP EPS was $0.06 per share, a significant improvement from a loss of $0.21 in Q2 [5][46] - Non-GAAP operating expenses were $26.3 million, down about 4% from Q2 [20][46] - Cash, cash equivalents, and short-term investments totaled $568.1 million at the end of the quarter [21] Business Line Data and Key Metrics Changes - Sales in the mobile IoT and Consumer segment were $17.9 million, accounting for 50% of total sales, up from $10.4 million in Q2 [19][45] - Sales to the largest customer increased to $13.2 million from $4.6 million in Q2 [45] - Sales in the Industrial, Automotive, and Aerospace segment were $11.7 million, slightly down from $12.4 million in Q2 [45] - Sales in the Communications & Enterprise segment were $5.9 million, up from $4.9 million in Q2 [45] Market Data and Key Metrics Changes - The company expects Q4 sales to increase by 15% to 20% sequentially, driven by markets other than the largest customer, particularly in communications, enterprise, industrial, and aerospace [22][39] - The cumulative design wins in 2023 have grown 75% compared to the same period in 2022 [6] Company Strategy and Development Direction - The company is expanding its Serviceable Available Market (SAM) with high-value products like Epoch for communications and data center markets [12][13] - The acquisition of Aura Semiconductor is expected to accelerate clocking revenue and roadmap by several years [14][15] - The company aims to create a new category of precision timing products by combining MEMS oscillators with clock products [41][100] Management's Comments on Operating Environment and Future Outlook - Management noted an uptick in end demand and expects continued growth in Q4, particularly in the communications and enterprise segments [22][39] - The company is managing inventory levels and expects to normalize channel inventory by the end of 2023 or into 2024 [47] - Management expressed confidence in maintaining a long-term annual growth rate of 30% [29] Other Important Information - The company announced the appointment of Beth Howe as the new CFO, effective November 8 [16][25] - The acquisition of Aura Semiconductor involves fixed payments totaling $148 million, with earn-out payments based on revenue generated from acquired products [49][93] Q&A Session Summary Question: What are the expected growth subsegments for Q4? - Management expects substantial growth in the communications and enterprise segment, projecting a 50% sequential increase from Q3 to Q4 [53] Question: How does the Aura acquisition impact financial profiles long-term? - The acquisition is expected to enhance gross margins, with clocking products typically having gross margins around 70% [28] Question: What are the order trends moving into Q4? - Order rates have increased, contributing to confidence in growth for the communications, enterprise, industrial, and aerospace segments [34][59] Question: What is the expected impact of the Aura acquisition on operational expenses? - The acquisition will not significantly increase operational expenses, as the company plans to hire a few employees from Aura [76] Question: How does the company view its business in China? - The company anticipates growth in its China business, particularly in industrial and automotive sectors, despite macroeconomic challenges [110]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39135 SiTime Corporation (Exact name of registrant as specified in its charter) Delaware 02-0713868 (State or other jurisdiction o ...

SiTime Corporation (NASDAQ:SITM) Q2 2023 Results Conference Call August 2, 2023 5:00 PM ET Company Participants Brett Perry - Shelton Group Investor Relations Rajesh Vashist - CEO Art Chadwick - CFO Conference Call Participants Tore Svanberg - Stifel Suji Desilva - ROTH Capital Quinn Bolton - Needham & Company Chris Caso - Wolfe Research Douglas O'Laughlin - Fabricated Knowledge Operator Good afternoon. And welcome to SiTime's Second Quarter 2023 Financial Results Conference Call [Operator Instructions]. As ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39135 SiTime Corporation Delaware 02-0713868 (State or other jurisdiction of incorporation or organization) 5451 Patrick Henry Dr ...

SiTime Corporation (NASDAQ:SITM) Q1 2023 Earnings Conference Call May 3, 2023 5:00 PM ET Company Participants Brett Perry - Shelton Group IR Rajesh Vashist - CEO Art Chadwick - EVP and CFO Conference Call Participants Tore Svanberg - Stifel, Nicolaus & Company Suji Desilva - ROTH Capital Quinn Bolton - Needham & Company Operator Good afternoon and welcome to SiTime's First Quarter 2023 Financial Results Conference Call. At this time, all participants are in a listen-only mode. [Operator Instructions] As a r ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-39135 SiTime Corporation (Exact name of Registrant as specified in its Charter) | Delaware | | 02-0713868 | | --- | --- | --- | | (St ...

SiTime Corporation (NASDAQ:SITM) Q4 2022 Earnings Conference Call February 1, 2023 5:00 PM ET Company Participants Brett Perry - Shelton Group Investor Relations Rajesh Vashist - Chief Executive Officer Art Chadwick - Executive Vice President & Chief Financial Officer Conference Call Participants Quinn Bolton - Needham & Company Chris Caso - Credit Suisse Alessandra Vecchi - William Blair Suji Desilva - ROTH Capital Partners Tore Svanberg - Stifel Doug O'Laughlin - Fabricated Knowledge Operator Good afterno ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39135 SiTime Corporation (Exact name of registrant as specified in its charter) Delaware 02-0713868 (State or other jurisdict ...

SiTime Corporation (NASDAQ:SITM) Q3 2022 Earnings Conference Call November 2, 2022 5:00 PM ET Company Participants Brett Perry - Shelton Group Investor Relations Rajesh Vashist - Chief Executive Officer Art Chadwick - Chief Financial Officer Conference Call Participants Alessandra Vecchi - William Blair Suji Desilva - ROTH Capital Quinn Bolton - Needham & Company Operator Good afternoon, and welcome to SiTime's Third Quarter 2022 Financial Results Conference Call. At this time, all participants are in a li ...