Business Highlights: Fourth quarter of 2025 saw a 15% Q/Q and 46% Y/Y increase in sales. SSD controller sales increased by 25-30% Q/Q and 35-40% Y/Y, while eMMC+UFS controller sales increased by 0-5% Q/Q and 50-55% Y/Y. SSD solutions sales surged by 125-130% Q/Q and 110-115% Y/Y. Annual cash dividend of $2.00 per ADS announced.
Financial Highlights: In 4Q 2025, GAAP net sales were $278.5 million (+15% Q/Q, +46% Y/Y) with a 49.1% gross margin. Non-GAAP net sales were the same, with a 49.2% gross margin. Full Year 2025 GAAP net sales were $885.6 million (+10% Y/Y) with a 48.3% gross margin. Operating margin for 4Q 2025 was 11.4% GAAP and 19.3% non-GAAP.
Fourth Quarter Performance: Silicon Motion’s President and CEO, Wallace Kou, highlighted the company’s outperformance in 4Q 2025. Client SSD controller sales grew by over 25% Q/Q, driven by new product introductions. eMMC and UFS products also saw sequential growth. The company experienced strong growth in the automotive segment and marked initial sales of new boot drive storage products.
Key Financial Results: Silicon Motion reported strong financial numbers for 4Q 2025. Gross profit for the quarter was $136.8 million GAAP. Operating income was $31.7 million GAAP. Net income was $47.7 million GAAP, or $1.41 per diluted ADS. Non-GAAP net income increased to $42.7 million, or $1.26 per diluted ADS.
Business Outlook: Silicon Motion is optimistic about 2026, expecting revenue acceleration and profitability growth driven by new products, market share gains, and expansion into new markets. The company anticipates a significantly stronger-than-seasonal start for 1Q 2026 and sustained growth throughout the year. Management expects revenue of $292 to $306 million for 1Q 2026, with a gross margin of 45.9% to 46.9%.
Conference Call & Webcast: Silicon Motion’s management will conduct a conference call at 8:00 am Eastern Time on February 4, 2026. Participants can register in advance to join the call and access information will be provided upon registration. A webcast of the call will be available on the company’s website.
About Silicon Motion: Silicon Motion is a global leader in supplying NAND flash controllers for solid state storage devices. The company supplies SSD controllers for servers, PCs, and client devices. They are also a leading supplier of eMMC and UFS embedded storage controllers. Silicon Motion’s customers include NAND flash vendors, storage device makers, and OEMs.
Read more at GlobeNewswire: Silicon Motion Announces Results for the Fourth Quarter and