Silicon Motion (SIMO) Q3 2026 Earnings Call Transcript

Silicon Motion (SIMO) reported Q3 2026 results showing accelerating growth across its flash controller businesses, while flagging ongoing pressure in smartphone memory and storage costs. Revenue rose to $560.2 million, up 24% sequentially and 131% year over year. Non-GAAP EPS for ADS increased to $4.35, up 79% sequentially. Non-GAAP gross margin reached 53.7% and operating margin 32.1%. In the solutions segment, Ferri and boot drive offerings grew 75%–80% sequentially and contributed over 40% of total revenue. The company raised its Q4 outlook to $588 million–$616 million.