AUSTIN, Texas, Nov. 25, 2024 /PRNewswire/ -- Silicon Labs, a leader in secure, intelligent wireless technology, today announced that they scored in the top 1 percent of companies in EcoVadis's Environment, Sustainability, and Governance (ESG) ratings with an overall score of 83 out of 100."EcoVadis is a widely recognized assessor of business and supply chain sustainability and governance best practices," said Dean Butler, Chief Financial Officer at Silicon Labs. "By scoring in the 99th percentile, Silicon L ...

With the exception of companies highly leveraged to large tech companies throwing money hand over fist at AI, a great many semiconductor companies have languished as end-market demand and customer destocking have slowed in recent quarters. Again, apart from AI, not manyAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opin ...

财务数据和关键指标变化 - 2024年第三季度收入为1.66亿美元，环比增长14%，但同比下降18% [16] - GAAP毛利率为54.3%，非GAAP毛利率为54.5%，较前一季度的53%有所改善 [19] - GAAP运营亏损为3000万美元，非GAAP运营亏损为800万美元，均较前一季度有所改善 [20] - 现金、现金等价物和短期投资总额为3.7亿美元，净库存为1.39亿美元，运营现金流为3200万美元 [21] 各条业务线数据和关键指标变化 - 工业和商业业务的收入为9600万美元，环比增长10%，但同比下降20% [16] - 家居与生活业务的收入为7000万美元，环比增长22%，同比下降16% [17] - 可穿戴设备相关应用如智能手表和健身追踪器在第三季度表现强劲，推动了家居与生活业务的增长 [17] 各个市场数据和关键指标变化 - 分销渠道的库存天数减少至53天，显示出分销商的库存正在逐步消化 [18] - 分销收入占总收入的72%，高于前一季度，但低于历史水平的80% [19] 公司战略和发展方向和行业竞争 - 公司在连接健康、智能计量和商业零售等领域的设计赢得了市场份额，预计将推动未来的增长 [8] - 公司正在积极推动Wi-Fi和蓝牙技术的市场份额扩展，尤其是在物联网领域 [13][14] - 公司致力于构建Matter基础设施，以支持边缘设备的互操作性 [15] 管理层对经营环境和未来前景的评论 - 管理层对未来市场需求的恢复持谨慎乐观态度，预计2025年将是一个强劲的增长年 [15] - 尽管当前市场环境不确定，但公司对设计赢得的信心增强，认为这将推动未来的增长 [40] 其他重要信息 - 公司在第三季度举办的开发者大会吸引了超过500名客户和生态系统合作伙伴，展示了AI在物联网设备中的应用潜力 [9] - 公司正在推出的Series 3设备将进一步提升物联网设备的性能和安全性 [12] 问答环节所有提问和回答 问题: 关于不同市场的预订情况 - 管理层表示，家居与生活市场表现较强，而工业市场则相对疲软，特别是在周期的后期 [27] 问题: AI对ASP的影响 - 管理层确认，AI功能的增加将提升平均销售价格（ASP），并扩大可服务市场（SAM） [30] 问题: 分销商库存的恢复情况 - 管理层指出，分销商的库存恢复将需要几个季度的时间，预计将逐步回到历史水平 [34] 问题: 连续血糖监测市场的机会 - 管理层表示，连续血糖监测市场的机会可能达到数亿单位，且公司在该市场的市场份额正在稳步提升 [36] 问题: 设计赢得对2025年收入的贡献 - 管理层认为，设计赢得将是未来增长的主要驱动力，尽管当前市场环境相对平稳 [44]

Silicon Laboratories (SLAB) came out with a quarterly loss of $0.13 per share versus the Zacks Consensus Estimate of a loss of $0.21. This compares to earnings of $0.62 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 38.10%. A quarter ago, it was expected that this chipmaker would post a loss of $0.64 per share when it actually produced a loss of $0.56, delivering a surprise of 12.50%.Over the last four quarters, the company h ...

财务业绩 - 第三季度收入为1.66亿美元[2] - 工业和商业收入为9600万美元，环比增长10%[2] - 家庭和生活收入为7000万美元，环比增长22%[2] - 非GAAP毛利率为54.5%[2] - 非GAAP经营亏损为800万美元[2] - 非GAAP每股亏损为0.13美元[2] - 第四季度预计收入为1.61亿至1.71亿美元[7] - 第四季度非GAAP毛利率预计为54%至55%[7] - 第四季度非GAAP经营费用预计为9700万至9900万美元[7] - 第四季度非GAAP每股亏损预计为0.01美元至0.21美元[7] 财务状况 - 公司第三季度总收入为12.49亿美元，较上年同期下降13.5%[19] - 公司第三季度净亏损为1.67亿美元，上年同期净利润为3.53亿美元[20] - 公司第三季度研发费用为4.54亿美元，占总收入的36.3%[20] - 公司第三季度现金及现金等价物余额为3.03亿美元，较年初增加7.56亿美元[20] - 公司第三季度销售了4.41亿美元的有价证券，收回1.31亿美元到期的有价证券[20]

Wireless IoT leader delivers third-quarter results above the midpoint of its guidance  AUSTIN, Texas, Nov. 4, 2024 /PRNewswire/ -- Silicon Labs (NASDAQ: SLAB), a leader in secure, intelligent wireless technology for a more connected world, reported financial results for the third quarter, which ended September 28, 2024."Silicon Labs delivered solid sequential revenue growth as several key design wins began ramping in the quarter," said Matt Johnson, President and Chief Executive Officer at Silicon Labs. "Lo ...

AUSTIN, Texas, Oct. 17, 2024 /PRNewswire/ -- Silicon Labs (NASDAQ: SLAB), a leader in secure, intelligent wireless technology for a more connected world, today announced that it plans to release third quarter 2024 financial results on Monday, November 4, 2024. An earnings conference call will follow the release at 3:30 p.m. Central Time. The call will be streamed from the Investor Relations section of the company's website at silabs.com. A replay will be available after the call on the investor page of the ...

Silicon Laboratories (NASDAQ: SLAB ), a solutions provider for the Internet of Things or IoT, has tried to narrow the losses for the year in recent months. The stock has rebounded off the recent low in August, but it appears to be having trouble Welcome to my author's site. As an avid follower of SeekingAlpha, I take great interest in articles posted as the subject matter is often something that appeals to me. However, I will sometimes encounter an article that I might not agree with. My purpose is to prese ...

New Custom Part Manufacturing Service (CPMS) and Device Attestation Certificates (DAC) Injection Streamline Security Implementation for Matter-Certified IoT Devices AUSTIN, Texas, Oct. 9, 2024 /PRNewswire/ -- Silicon Labs (NASDAQ: SLAB), a leader in secure, intelligent wireless technology, in partnership with Kudelski IoT, a division of the Kudelski Group (SIX: KUD.S) and a global leader in digital security and IoT solutions, today announced a new solution to accelerate the time to market for Matter-certifi ...

AUSTIN, Texas, Aug. 19, 2024 /PRNewswire/ -- Silicon Labs (NASDAQ: SLAB), a leader in secure, intelligent wireless technology for a more connected world, today announced that Chief Financial Officer Dean Butler will participate in the following upcoming investor conferences later this month: August 22, 2024: Needham Virtual Semiconductor & SemiCap 1x1 Conference August 27, 2024: Jefferies Semiconductor, IT Hardware & Communications Technology Conference in Chicago, IL August 28, 2024: Evercore ISI Semicondu ...