Financial Performance - SiTime Corporation reported net revenue of $113.3 million for Q4 2025, marking a 36% increase from $83.6 million in Q3 2025 and a 66% increase from the same period last year [1] - For the fiscal year 2025, net revenue reached $326.7 million, a 61% increase from $202.7 million in fiscal year 2024 [1] - The company achieved a GAAP gross profit of $63.9 million in Q4 2025, representing 56.4% of revenue, while the non-GAAP gross profit was $69.4 million, or 61.2% of revenue [2][3] Profitability Metrics - SiTime's GAAP net income for Q4 2025 was $9.2 million, or $0.34 per diluted share, compared to a net loss of $8.0 million in Q3 2025 [2][14] - For the full year 2025, the GAAP net loss was $42.9 million, or $1.72 per diluted share, an improvement from a net loss of $93.6 million in 2024 [4][16] - Non-GAAP net income for the fiscal year 2025 was $82.6 million, or $3.20 per diluted share, compared to $22.2 million in 2024 [5][23] Operational Highlights - The Communications, Enterprise, and Datacenter (CED) business experienced over 100% year-over-year growth for the seventh consecutive quarter, driven by AI [2] - The company reported broad-based growth across all end customer segments and regions in both Q4 2025 and FY2025 [2] - SiTime's total cash, cash equivalents, and short-term investments amounted to $808.4 million as of December 31, 2025 [5] Future Outlook - The company anticipates continued broad-based growth in 2026, primarily driven by the CED segment [2] - SiTime plans to discuss its business outlook during a scheduled conference call on February 4, 2026 [10]

Group 1 - SiTime Corporation will announce its fourth quarter 2025 financial results on February 4, 2026, after market close [1] - The conference call to discuss the results will be led by CEO Rajesh Vashist and CFO Beth Howe at 2:00 p.m. Pacific Time [1] - Analysts and investors can join the conference call through a live webcast or by registering for a dial-in number [1] Group 2 - SiTime Corporation specializes in Precision Timing, offering semiconductor MEMS programmable solutions that enhance product performance, reduce size, lower power consumption, and improve reliability [2] - The company has shipped over 4 billion devices, indicating a significant impact on the timing industry [2]

SiTime Conference Call Summary Company Overview - **Company**: SiTime - **Industry**: Precision Timing Semiconductor - **Key Products**: MEMS programmable solutions for timing devices - **Cumulative Shipments**: Over 3.5 billion timing devices to date [1] Market Insights - **Total Addressable Market (TAM)**: Approximately $10-11 billion, growing at 5-7% annually, expected to reach $20 billion in a decade [5] - **Serviceable Available Market (SAM)**: Estimated at $3 billion, with current revenue significantly lower than this figure [5] Competitive Advantages - **Technology**: SiTime's semiconductor-based solutions outperform traditional quartz crystal technology in various environmental conditions [4] - **Performance Metrics**: SiTime claims superior performance in jitter, temperature stability, and phase noise compared to quartz [9] - **Market Position**: SiTime aims to provide a comprehensive solution set, including resonators, oscillators, and clocks, which is unique in the industry [6] Growth Drivers - **AI and Data Centers**: Significant growth in the Communications Enterprise Data Center (CED) segment, with triple-digit growth rates (120%-140%) over six consecutive quarters [11] - **Gross Margin Improvement**: Focus on achieving and maintaining gross margins of 60%-65% [12] - **Future Growth Projections**: Anticipated base growth rate of 25%-30% for 2026, with potential for higher growth in favorable conditions [12] Data Center Applications - **Market Penetration**: SiTime is involved in nearly all aspects of data centers, particularly excelling in networking and communications [15] - **Dollar Content**: Estimated dollar content per rack of equipment is around $500-$600, with expectations for future increases [21] - **Synchronization Needs**: Emphasis on the importance of synchronization in data centers, which drives demand for SiTime's products [23] Wireless Infrastructure - **5G and 6G Opportunities**: SiTime is positioned to benefit from the growth of wireless infrastructure, particularly in radio access networks [34] - **Fixed Wireless Access (FWA)**: Opportunities in markets like India where government mandates are pushing for connectivity [35] Automotive and Industrial Applications - **Automotive Growth**: Expected to become a $100 million business, focusing on advanced driver-assistance systems (ADAS) and GPS applications [36] - **GPS Reliability**: SiTime's chips can maintain time in GPS-denied environments, enhancing their value in military and industrial applications [37] Consumer IoT and M&A Strategy - **Symphonic Clock Generator**: Aimed at mobile applications, with potential for significant growth in IoT and robotics [46] - **Titan Resonator Platform**: Targeting a $4 billion market with expectations of capturing a $400 million share [47] - **M&A Interests**: SiTime is looking to scale up in timing, with a focus on strategic acquisitions that align with their growth and profitability goals [53] Conclusion - **Market Position**: SiTime is uniquely positioned in the precision timing market, with a strong focus on innovation and performance [55] - **Future Outlook**: The company anticipates continued growth and expansion in various sectors, maintaining a commitment to high margins and strategic development [56]

Core Insights - SiTime Corporation will participate in the 28th Annual Needham Growth Conference, with CEO Rajesh Vashist scheduled for a fireside chat on January 13, 2026 [1] - The company will also be available for meetings with attending investors throughout the day [1] Company Overview - SiTime Corporation specializes in Precision Timing, offering semiconductor MEMS programmable solutions that enhance product performance, reduce size, lower power consumption, and improve reliability [3] - The company has shipped over 3.5 billion devices, indicating a significant impact on the timing industry [3]