Silicon Motion 4Q25 Earnings Highlights NASDAQ: SIMO February 4, 2026 Safe Harbor Statement Agenda 4Q 2025 Operating Highlights Financial (Non-GAAP) Financial (GAAP) Business 3 • Revenue = $278.5m (+15% QoQ, +46% Y/Y) • Gross Margin = 49.2% (vs. 48.7% prior Qtr) • Operating Exp = $83.2m (vs. $79.5m prior Qtr) • Operating Margin = 19.3% (vs. 15.8% prior Qtr) • EPS (diluted) = $1.26 (vs. $1.00 prior Qtr) • Revenue = $278.5m (+15% QoQ, +46% Y/Y) • Gross Margin = 49.1% (vs. 48.6% prior Qtr) • Operating Exp = $1 ...

Financial Performance (Q3 2025 Non-GAAP) - Revenue reached $242.0 million, a 22% increase QoQ and a 14% increase Y/Y[5, 28] - Gross margin was 48.7%, compared to 47.7% in the previous quarter[5] - Operating expenses amounted to $79.5 million, up from $69.3 million in the prior quarter[5] - Operating margin was 15.8%, an increase from 12.8% in the previous quarter[5] - Diluted EPS was $1.00, compared to $0.69 in the prior quarter[5] Financial Performance (Q3 2025 GAAP) - Revenue reached $242.0 million, a 22% increase QoQ and a 14% increase Y/Y[5] - Gross margin was 48.6%, compared to 47.7% in the previous quarter[5] - Operating expenses amounted to $88.5 million, up from $72.4 million in the prior quarter[5] - Operating margin was 12.1%, an increase from 11.2% in the previous quarter[5] - Diluted EPS was $1.16, compared to $0.49 in the prior quarter[5] Sales Performance by Product Category - SSD controller sales increased by 20% to 25% Q/Q and decreased by 0% to 5% Y/Y[6] - eMMC+UFS controller sales increased by 20% to 25% Q/Q and increased by 35% to 40% Y/Y[6] - SSD solutions sales increased by 15% to 20% Q/Q and decreased by 40% to 45% Y/Y[6] Q4 2025 Financial Guidance - Revenue is projected to be between $254 million and $266 million, representing a 5% to 10% increase Q/Q and a 33% to 39% increase Y/Y[27] - Gross margin is expected to be between 48.5% and 49.5%[27] - Operating margin is projected to be between 19.0% and 20.0%[27]