• Reported GAAP EPS of -$0.08 up 89.04% YoY • Reported revenue of $208.21M up 25.24% YoY
Bullish
Silicon Labs achieved an impressive 34% year-over-year revenue growth for fiscal 2025, with strong Industrial & Commercial and Home & Life segment performance, and enters 2026 with record opportunity funnel.
Bearish
Silicon Labs suspended forward guidance due to a pending acquisition and reported a GAAP operating loss of $71M for fiscal 2025. The company also faces geopolitical and supply chain risks from geographic concentration in Asia.