Silicon Motion Technology Non-GAAP EPADS of $1.00 beats by $0.19, revenue of $242M beats by $17.34M

* Silicon Motion Technology press release [https://seekingalpha.com/pr/20287661-silicon-motion-announces-results-for-the-period-ended-september-30-2025] (SIMO [https://seekingalpha.com/symbol/SIMO]): Q3 Non-GAAP EPADS of $1.00 beats by $0.19.
* Revenue of $242M (+13.9% Y/Y) beats by $17.34M.
* SSD controller sales: 3Q of 2025 increased 20% to 25% Q/Q and decreased 0% to 5% Y/Y
* eMMC+UFS controller sales: 3Q of 2025 increased 20% to 25% Q/Q and increased 35% to 40% Y/Y
* SSD solutions sales: 3Q of 2025 increased 15% to 20% Q/Q and decreased 40% to 45% Y/Y
*
For the fourth quarter of 2025, management expects:

_($ in millions, except percentages)_
GAAP
Non-GAAP Adjustment
Non-GAAP

Revenue
$254 to $266+5% to 10% Q/Q+33% to 39% Y/Y
--
$254 to $266+5% to 10% Q/Q+33% to 39% Y/Y

Gross margin
48.4% to 49.4%
Approximately $0.3*
48.5% to 49.5%

Operating margin
11.5% to 13.2%
Approximately $18.1 to $19.1**
19.0% to 20.0%

Click to enlarge
* Shares -3% PM.

MORE ON SILICON MOTION TECHNOLOGY

* Silicon Motion: Execution Outpaces Expectations As MonTitan And Mobile Drive Tactical Upside [https://seekingalpha.com/article/4817960-silicon-motion-montitan-and-mobile-drive-tactical-upside]
* Silicon Motion Technology Q3 2025 Earnings Preview [https://seekingalpha.com/news/4510452-silicon-motion-technology-q3-2025-earnings-preview]
* Silicon Motion Technology declares $0.50 dividend [https://seekingalpha.com/news/4508590-silicon-motion-technology-declares-0_50-dividend]
* Seeking Alpha’s Quant Rating on Silicon Motion Technology [https://seekingalpha.com/symbol/SIMO/ratings/quant-ratings]
* Historical earnings data for Silicon Motion Technology [https://seekingalpha.com/symbol/SIMO/earnings]