Silicon Motion SIMO Q2 2026 earnings review

Investment Analysis Clubs Saul’s Investing Discussions
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Hey all, I have a video out about Silicon Motion’s Q2 earnings report. My overall take was it was a very impressive quarter.

Here are the high level metrics the company reported, and where they guided to,

  • Revenue guided from 393 - 411M, landed at 451M +32% qoq, +127% yoy
  • GAAP gross margin guided from 48.5 - 49.5%, landed at 50.2%
  • Operating margin guided from 21 - 22%, landed at 23.1%
  • Analysts were looking for 2.04 of GAAP EPS, came in at 3.99 with a one time investment gain
  • Next quarter Q3 is guided for 519 - 541M +20% qoq, +124% yoy
  • Q3 adj operating margin guided from 27.5 - 28.5%

Any feedback on the content is welcome!

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