Silicon Motion(US:SIMO) Globenewswire·2026-02-03 23:00Business Highlights - The company announced an annual cash dividend of $2.00 per American Depositary Share (ADS) [8] Financial Highlights - For Q4 2025, net sales reached $278.5 million, representing a 15% increase quarter-over-quarter (Q/Q) and a 46% increase year-over-year (Y/Y) [2][5] - Gross margin for Q4 2025 was 49.1% (GAAP) and 49.2% (Non-GAAP) [6] - Operating margin for Q4 2025 was 11.4% (GAAP) and 19.3% (Non-GAAP) [6] - Earnings per diluted ADS for Q4 2025 were $1.41 (GAAP) and $1.26 (Non-GAAP) [6] - For the full year 2025, net sales totaled $885.6 million, a 10% increase Y/Y [6] Q4 2025 Review - The company's performance in Q4 2025 was driven by strong sales across all business lines, particularly in client SSD controllers, which grew over 25% Q/Q [4] - The eMMC and UFS product lines also saw sequential growth, primarily due to market share gains [4] - The automotive segment experienced strong growth due to increased product diversification and new customer acquisitions [4] Sales Performance - SSD controller sales in Q4 2025 increased by 25% to 30% Q/Q and 35% to 40% Y/Y [5] - eMMC and UFS controller sales increased by 0% to 5% Q/Q and 50% to 55% Y/Y [5] - SSD solutions sales surged by 125% to 130% Q/Q and 110% to 115% Y/Y [5] Other Financial Information - Cash, cash equivalents, and restricted cash at the end of Q4 2025 were $277.1 million [7] - The company made routine capital expenditures of $6.2 million during Q4 2025 [7] Business Outlook - The company anticipates a significantly stronger-than-seasonal start to 2026, with sustained growth expected throughout the year [9] - Management expects revenue acceleration and profitability growth driven by new products and opportunities across all business lines [9] Shareholder Returns - The first installment of the annual cash dividend of $16.7 million was paid on November 26, 2025, with the second installment scheduled for February 26, 2026 [8]