Silicon Laboratories Inc. (SLAB) Stock: Gains on Strong Q125 Revenue and Product Momentum

TLDR

SLAB stock climbs 3% to $130 after beating Q1 revenue estimates. GAAP loss per share was $(0.94); non-GAAP loss narrowed to $(0.08). Revenue hit $178M, driven by strong growth in Industrial and Home segments. New wireless SoCs and next-gen platforms ramping into production. Q2 revenue forecast between $185M and $200M, with non-GAAP EPS up to $0.19.

Shares of Silicon Laboratories Inc. (NASDAQ: SLAB) rose 3% to $130 in midday trading after reporting first-quarter financial results that exceeded revenue expectations.

Silicon Laboratories Inc. (SLAB) Stock

For the quarter ending April 5, 2025, revenue came in at $178 million, with significant gains across the company’s Industrial & Commercial and Home & Life segments. Despite the revenue beat, the company reported a GAAP operating loss of $32 million, translating to a GAAP diluted loss per share of $(0.94). On a non-GAAP basis, the loss narrowed to $(0.08) per share.

Silicon Labs, $SLAB, Q1-25. Results:

📊 Adj. EPS: -$0.08 🟢
💰 Revenue: $178M 🟢
📈 Net Loss: $30.5M
🔎 Strong YoY growth across segments; Series 3 platform ramp and new SoC launches position SLAB for continued IoT leadership. pic.twitter.com/KpQV0SOxif

— EarningsTime (@Earnings_Time) May 13, 2025

Product Innovation Supports Growth

CEO Matt Johnson attributed the performance to ramping design wins and the company’s leadership in high-growth wireless applications. The first quarter saw major product announcements aimed at enhancing Silicon Labs’ competitiveness in the wireless semiconductor space. The company unveiled its Series 2 BG29 Bluetooth Low Energy SoC family, targeting wearables, asset tracking, and smart sensors. These chips offer high compute capabilities and strong connectivity in compact designs.

Silicon Labs also released the BG22L and BG24L SoCs, both optimized for Bluetooth applications in low-power, high-volume devices. The BG24L includes AI/ML acceleration and Bluetooth Channel Sounding, offering strong performance even in congested environments such as smart cities and warehouses.

Series 3 and MG26 Platforms Ramp Up

Production has begun on the company’s Series 3 platform, built on a 22nm process. This next-gen solution promises improved performance, AI inference capabilities, and scalable memory architecture while remaining compatible with Series 2 software.

Meanwhile, the MG26 SoC family is now generally available. This solution features the most advanced Matter and multi-protocol support in the industry, with double the Flash and RAM compared to previous models. Its AI/ML processing and enhanced security make it ideal for future-proof smart home and IoT devices.

Outlook and Expectations

Looking ahead, Silicon Labs provided a revenue outlook of $185 million to $200 million for the second quarter. GAAP diluted loss per share is expected to range from $(0.55) to $(0.95), while non-GAAP earnings are projected to range from a loss of $(0.01) to a profit of $0.19 per share. The company expects gross margins to remain between 55% and 57% on both GAAP and non-GAAP bases.

Despite macroeconomic uncertainties, Silicon Labs’ performance and product advancements indicate resilience and continued demand across industrial and consumer markets. The company’s ability to sustain revenue growth and roll out advanced wireless solutions positions it favorably for the remainder of 2025.

 

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