Silicon Labs Reports Fourth Quarter and Full Year 2025 Results

Core Insights - Silicon Labs reported a strong financial performance for the fourth quarter and full year 2025, achieving a year-over-year revenue growth of 34% [2][4] - The company is experiencing continued momentum entering 2026, with a record opportunity funnel and design win traction [2] - Due to the pending acquisition by Texas Instruments, Silicon Labs has canceled its earnings call and suspended forward-looking guidance [2] Full Year 2025 Financial Highlights - Total revenue reached $785 million, representing a 34% increase year-over-year [4] - Industrial & Commercial revenue was $445 million, up 31% year-over-year [4] - Home & Life revenue was $340 million, up 38% year-over-year [4] - GAAP gross margin was 58.2% and GAAP operating loss was $71 million [4] - Non-GAAP gross margin was 58.5% with a non-GAAP operating income of $25 million [4] Fourth Quarter Financial Highlights - Revenue for the fourth quarter was $208 million, a 25% increase year-over-year [4] - Industrial & Commercial revenue for the quarter was $122 million, up 37% year-over-year [4] - Home & Life revenue for the quarter was $87 million, up 12% year-over-year [4] - GAAP gross margin for the quarter was 63.4% with a GAAP operating loss of $3 million [4] - Non-GAAP diluted earnings per share for the quarter was $0.56 [4] Balance Sheet Overview - As of January 3, 2026, total assets were $1.269 billion, an increase from $1.223 billion the previous year [14] - Current assets totaled $674 million, up from $602 million [14] - Total liabilities were $175 million, compared to $143 million the previous year [14] - Stockholders' equity increased to $1.094 billion from $1.080 billion [14]