Core Insights - Silicon Labs reported a strong financial performance with a 33% year-over-year revenue growth and a 9% sequential growth for the second quarter ending July 5, 2025 [2][6] - The company achieved a GAAP revenue of $193 million, with significant contributions from its Industrial & Commercial segment, which grew 25% year-over-year, and the Home & Life segment, which grew 45% year-over-year [6][10] - Silicon Labs is positioned to outperform the market due to its industry-leading solutions and consistent execution [2] Financial Highlights - GAAP gross margin was reported at 56.1%, while non-GAAP gross margin was slightly higher at 56.3% [6][10] - GAAP operating loss was $23 million, with a GAAP diluted loss per share of $(0.67) [6][10] - Non-GAAP diluted earnings per share were reported at $0.11, indicating a positive operational performance despite the GAAP loss [6][10] Business Outlook - The company anticipates third-quarter revenue to be between $200 million and $210 million [4] - Expected GAAP gross margin for the next quarter is projected to be between 57% and 58%, with GAAP operating expenses estimated at approximately $130 million to $133 million [6][10] - Non-GAAP diluted earnings per share for the upcoming quarter are expected to range from $0.20 to $0.40 [6][10] Product and Market Developments - Silicon Labs announced the general availability of the SiXG301, the world's first device to achieve PSA Level 4 iSE/SE certification, marking a significant milestone in trusted embedded computing [6] - The company introduced the SiXG302 Series 3 device, which is expected to set new benchmarks in energy efficiency and wireless performance for Bluetooth and Matter applications [6] - The sixth annual Works With developer conference series is set to take place this fall, focusing on emerging trends in wireless connectivity and the role of AI and machine learning in IoT development [6]

Core Insights - Silicon Labs has achieved the world's first PSA Level 4 certification, highlighting its leadership in IoT security and commitment to accelerating IoT growth [1][2] - The PSA Level 4 certification addresses advanced threats such as laser fault injection and side-channel attacks, validating the resilience of embedded devices [1][2] Security Certification - PSA Certified introduced Level 4 certification to combat the increasing complexity of physical attacks on embedded devices, validating resilience against sophisticated threats [1] - Silicon Labs' MG21 SoC was the first to earn PSA Level 3 certification, setting benchmarks for protection against physical tampering [2] Collaboration and Validation - Silicon Labs partnered with Keysight Technologies to validate the Series 3 Secure Vault for PSA Level 4, showcasing a strong collaboration and technical expertise [3][4] - Keysight's advanced testing methodologies were crucial in validating the resilience of the Series 3 Secure Vault against modern threats [4] Future-Proofing Security - The Series 3 Secure Vault and SiXG301 SoC are designed to withstand future threats, with a focus on long-term security through over-the-air updates and real-time monitoring [5] - The Series 3 platform, built on a 22 nm process node, enhances security capabilities and builds on the legacy of Series 2 [6] Regulatory Compliance - Silicon Labs is prepared to assist device makers in complying with new global regulations, including the EU's Radio Equipment Directive and the US Cyber Trust Mark [7][8] - The Secure Vault is designed to meet compliance requirements when properly implemented, aiding developers in aligning with emerging mandates [8]

Core Insights - The demand for powerful, secure, and integrated wireless solutions is increasing as smart devices become more sophisticated and compact [1] - Silicon Labs' Series 3 SoCs are designed to meet the needs of various IoT applications, complementing the existing Series 1 and Series 2 platforms [1] Series 3 SoCs Overview - The Series 3 family includes the SiXG301, optimized for line-powered applications, featuring an integrated LED pre-driver and supporting multiple protocols including Bluetooth, Zigbee, and Matter [2] - The SiXG301 has a memory capacity of 4 MB Flash and 512 kB RAM, enabling future-proof designs for demanding IoT applications [2] - The SiXG302 is designed for battery-powered efficiency, utilizing only 15 µA/MHz active current, which is 30% lower than competitors, making it suitable for wireless sensors and actuators [3] Product Features and Market Position - The SiXG301 and SiXG302 families will include multiprotocol "M" devices and Bluetooth LE optimized "B" devices, enhancing flexibility for designers [4] - Silicon Labs is leveraging a 22 nm process node for all Series 3 devices to meet the growing demand for efficient far-edge devices across various IoT sectors [5] Industry Engagement - Silicon Labs will showcase the SiXG301 and its innovations at the 2025 Works With conference series, which will focus on best practices and emerging technologies in the industry [5][6]