Silicon Labs Investor Presentation NOVEMBER 4, 2025 1 ©Silicon Labs Inc. All rights reserved. Private Securities Litigation Reform Act of 1995 This presentation contains forward-looking statements based on Silicon Labs' current expectations. The words "believe", "estimate", "expect", "intend", "anticipate", "plan", "project", "will", and similar phrases as they relate to Silicon Labs are intended to identify such forward-looking statements. These forward-looking statements reflect the current views and assu ...

Financial Performance & Outlook - Q2 2025 revenue reached $193 million, a 9% increase compared to Q1 2025[11] - Home & Life revenue in Q2 2025 was $83 million[11, 14], representing a 45% year-over-year growth[15] - Industrial & Commercial revenue in Q2 2025 was $110 million[11, 18], a 25% year-over-year growth[18] - GAAP gross margin improved to 56.1% in Q2 2025, up from 55.0% in Q1 2025[22, 23] - Non-GAAP gross margin improved to 56.3% in Q2 2025, up from 55.4% in Q1 2025[22, 23] - GAAP loss per share was $(0.67) in Q2 2025, compared to $(0.94) in Q1 2025[26, 28] - Non-GAAP earnings per share improved to $0.11 in Q2 2025 from $(0.08) in Q1 2025, a 238% increase[27, 28] - Q3 2025 revenue is projected to be between $200 million and $210 million[6, 32] - The company forecasts a 15-25% revenue growth, which is 3x the semiconductor market growth rate[44] Market & Strategy - The company aims to be the undisputed leader in embedded wireless[8] - The company estimates the IoT market will reach >10 Billion devices per year by 2035[9]

Financial Performance & Outlook - Q1 2025 revenue reached $178 million, a 7% increase quarter-over-quarter[11, 12] - Home & Life revenue in Q1 2025 was $82 million, a 99% year-over-year growth[11, 15] - Industrial & Commercial revenue in Q1 2025 was $96 million, a 47% year-over-year growth[11, 17] - GAAP gross margin improved to 55% in Q1 2025 from 543% in Q4 2024[22] - Non-GAAP loss per share improved by 27% to $(008) in Q1 2025 from $(011) in Q4 2024[27] - Q2 2025 revenue is projected to be between $185 million and $200 million[30] - The company anticipates non-GAAP earnings per share to be between $(001) and $019 for Q2 2025[30] Market & Growth Strategy - The company forecasts a 15-25% revenue growth, which is 3x the semiconductor market growth rate[42] - The IoT market is expected to grow at a CAGR of 10-15%, with an incremental 5-10% CAGR specific to the company[41] - The company has captured $10 billion in design wins, which are now converting to revenue[43] Customer Base - The largest customer accounts for less than 10% of the company's revenue[40] - The company has approximately 125 customers with $1 million in revenue[40]