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Silicon Motion Technology Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $1.31 |
| EPS actual | $1.58 |
| EPS Surprise | 20.61% |
| Revenue estimate | 299.532M |
| Revenue actual | 342.105M |
| Revenue Surprise | 14.21% |
| Release date | Feb 03, 2026 |
| EPS estimate | $1.29 |
| EPS actual | $1.26 |
| EPS Surprise | -2.33% |
| Revenue estimate | 260.987M |
| Revenue actual | 278.461M |
| Revenue Surprise | 6.70% |
| Release date | Oct 30, 2025 |
| EPS estimate | $0.81 |
| EPS actual | $1.00 |
| EPS Surprise | 23.46% |
| Revenue estimate | 260.635M |
| Revenue actual | 241.999M |
| Revenue Surprise | -7.15% |
| Release date | Jul 30, 2025 |
| EPS estimate | $0.520 |
| EPS actual | $0.690 |
| EPS Surprise | 32.69% |
| Revenue estimate | 180.265M |
| Revenue actual | 202.025M |
| Revenue Surprise | 12.07% |
Last 4 Quarters for Silicon Motion Technology
Below you can see how SIMO performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 30, 2025 |
| Price on release | $76.64 |
| EPS estimate | $0.520 |
| EPS actual | $0.690 |
| EPS surprise | 32.69% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $73.84 |
| Jul 25, 2025 | $72.80 |
| Jul 28, 2025 | $75.79 |
| Jul 29, 2025 | $77.43 |
| Jul 30, 2025 | $76.64 |
| Jul 31, 2025 | $76.54 |
| Aug 01, 2025 | $76.42 |
| Aug 04, 2025 | $76.51 |
| Aug 05, 2025 | $74.76 |
| 4 days before | 3.79% |
| 4 days after | -2.45% |
| On release day | -0.130% |
| Change in period | 1.25% |
| Release date | Oct 30, 2025 |
| Price on release | $99.96 |
| EPS estimate | $0.81 |
| EPS actual | $1.00 |
| EPS surprise | 23.46% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $99.13 |
| Oct 27, 2025 | $102.97 |
| Oct 28, 2025 | $100.45 |
| Oct 29, 2025 | $100.60 |
| Oct 30, 2025 | $99.96 |
| Oct 31, 2025 | $98.11 |
| Nov 03, 2025 | $97.66 |
| Nov 04, 2025 | $92.29 |
| Nov 05, 2025 | $98.76 |
| 4 days before | 0.84% |
| 4 days after | -1.20% |
| On release day | -1.85% |
| Change in period | -0.373% |
| Release date | Feb 03, 2026 |
| Price on release | $120.42 |
| EPS estimate | $1.29 |
| EPS actual | $1.26 |
| EPS surprise | -2.33% |
| Date | Price |
|---|---|
| Jan 28, 2026 | $117.10 |
| Jan 29, 2026 | $116.17 |
| Jan 30, 2026 | $118.93 |
| Feb 02, 2026 | $119.75 |
| Feb 03, 2026 | $120.42 |
| Feb 04, 2026 | $128.37 |
| Feb 05, 2026 | $126.18 |
| Feb 06, 2026 | $128.06 |
| Feb 09, 2026 | $137.55 |
| 4 days before | 2.84% |
| 4 days after | 14.23% |
| On release day | 6.60% |
| Change in period | 17.46% |
| Release date | Apr 28, 2026 |
| Price on release | $149.18 |
| EPS estimate | $1.31 |
| EPS actual | $1.58 |
| EPS surprise | 20.61% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $141.95 |
| Apr 23, 2026 | $142.00 |
| Apr 24, 2026 | $153.46 |
| Apr 27, 2026 | $147.54 |
| Apr 28, 2026 | $149.18 |
| Apr 29, 2026 | $217.50 |
| Apr 30, 2026 | $218.78 |
| May 01, 2026 | $234.52 |
| May 04, 2026 | $227.16 |
| 4 days before | 5.09% |
| 4 days after | 52.27% |
| On release day | 45.80% |
| Change in period | 60.03% |
Silicon Motion Technology Earnings Call Transcript Summary of Q1 2026
Silicon Motion delivered a stronger-than-expected Q1 2026 with record revenue of $342.1M (up 23% sequentially, +105% YoY) and gross margin of 47.2%. Growth was driven by embedded eMMC/UFS, Ferri (automotive) and boot-drive solutions, early ramps of PCIe 5 client SSD controllers and initial commercial ramp activity for MonTitan (enterprise/cloud AI) controllers. Management highlighted a sustained NAND supply shortage and elevated prices through 2026–27 but said Silicon Motion’s long-standing relationships with multiple NAND makers give it a competitive advantage in securing supply and winning share as NAND makers outsource more controller development. The company expects continued sequential growth in 2026, guiding Q2 revenue up 15–20% to $393–$411M, gross margin improving to ~48.5–49.5%, and operating margin of ~21–22%. MonTitan enterprise controllers and boot-drive products are entering volume qualification and early production ramps with several Tier-1 CSPs and hyperscalers, and a PCIe 6 MonTitan tape-out is planned in Q3 (4nm) targeting meaningful revenue in 2027–28. Management will continue to invest in advanced-node development (PCIe 6/MonTitan) while expecting operating margins to improve despite increased R&D and development costs.
