Core Insights - Silicon Labs reported sequential and year-over-year growth in sales and profitability for Q3 2025, driven by strong execution across its business [2][7] - The company is focused on supporting new customer ramps, maintaining operational discipline, and driving continued earnings growth [2] Financial Highlights - Q3 2025 revenue was $206 million, with Industrial & Commercial revenue at $118 million (up 22% year-over-year) and Home & Life revenue at $88 million (up 26% year-over-year) [7] - GAAP gross margin was 57.8%, while non-GAAP gross margin was 58.0% [7] - GAAP operating loss was $12 million, with a GAAP diluted loss per share of $(0.30) [7] - Non-GAAP operating income was $11 million, with a non-GAAP diluted earnings per share of $0.32 [7] Business Outlook - The company expects Q4 2025 revenue to be between $200 million to $215 million [4] - Projected GAAP gross margin for Q4 is between 62% to 64%, with GAAP operating expenses estimated at approximately $134 million to $136 million [7] - Non-GAAP diluted earnings per share for Q4 is expected to be between $0.40 to $0.70 [7] Strategic Developments - Silicon Labs announced an expansion of its strategic partnership with GlobalFoundries to advance next-generation, energy-efficient wireless technologies [7] - The launch of the Simplicity Platform, a suite of software tools with AI augmentation, aims to enhance the development speed for embedded IoT systems [7] - The company hosted the 6th annual Works With developer conference series, focusing on emerging trends in wireless connectivity and AI in IoT [7]