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Silicon Labs Reports Q2 Revenue of $228M
Reports Q2 revenue $228M, consensus $227.73M. "We delivered revenue of $228M, continuing our strong sequential and year-over-year growth - a testament to the execution and dedication of the Silicon Labs team," said Matt Johnson, President and CEO. "Overall profitability improved meaningfully in the quarter, demonstrating the operating leverage inherent in our model. Gross margin was nearly 62%, reflecting the value customers place on our industry-leading solutions."
Silicon Labs and Signify Collaborate on Philips Hue Smart Bulbs with Multi-Protocol Support
Silicon Labs and Signify announced their collaboration to bring concurrent multiprotocol communications to select Philips Hue smart bulbs, enabling support for both Zigbee and Matter over Thread concurrently on a single device.
Silicon Labs Reports Q1 Revenue of $213.5M
Reports Q1 revenue $213.5M, consensus $214.03M. "The Silicon Labs team delivered a strong start to 2026 with revenue of $214 million and meaningful year-over-year improvements in both gross margin and profitability," said Matt Johnson, President and Chief Executive Officer. "Over the course of the quarter we saw an acceleration in bookings with declining inventory positions at our distributors and end customers, led by our broad industrial business. Design win momentum continued during the first quarter, exceeding both our internal targets and our 2025 run rate, which was a prior record year for the company. This performance underscores the breadth and depth of our innovative product portfolio across end applications. Our leading indicators point to both near- and long-term strength, with book-to-bill ratio at a multi-year high and two quarters of record design wins, reinforcing our conviction in Silicon Labs' durable growth trajectory. At the same time, our proposed merger with Texas Instruments continues to advance, and we remain focused on disciplined execution and delivering for our customers."
Texas Instruments Updates CapEx Plans and Acquisition of Silicon Labs
For 2027 and beyond, CapEx will continue to depend on revenue and expected growth, the company said in prepared remarks ahead of its 2026 capital management call. "For 2027 and beyond, CapEx will continue to depend on revenue and expected growth. Our long-term objective remains the same, to support new technology development, revenue growth and extend our low-cost manufacturing advantage," the company added. TI (TXN) also updated its inventory days target to 150-250 days. "We plan to fund the recently announced acquisition of Silicon Labs (SLAB) through a combination of cash on hand as well as debt financing that we will arrange prior to closing. Silicon Labs will enhance our leadership in embedded wireless connectivity solutions, and we expect it to close in the first half of 2027," TI said. Says commitment to return all FCF over time is "unchanged."
AMD Shares Drop After Quarterly Report Disappoints
The major averages were mixed following another slate of up-and-down earnings results. AMD shares were dropping after its quarterly report underwhelmed some analysts, while software names like Oracle and CrowdStrike were also seeing pressure.Meanwhile, President Donald Trump said he had an "excellent telephone conversation" with China's President Xi Jinping. The supposedly positive sentiment from the White House follows news yesterday that the House of Representatives voted 217-214 to pass legislation funding major parts of the government, including an extension of DHS funding, and ending a partial shutdown. Additionally, the Bureau of Labor Statistics announced revised news release dates for the January employment situation report and the Consumer Price Index report.Looking to commodities, gold edged higher amid a continued period of volatility for the so-called "safe haven" asset. Oil prices, meanwhile, rose sharply after yesterday's API crude data and this morning's DOE inventory report.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:AMDreportedand provided upbeat Q1 revenue guidanceTexas InstrumentsSilicon Labsfor $231 per share in cashEli Lillyreportedand provided its outlook for FY26Chipotlereported, though comparable restaurant sales fell 2.5%Uberreportedand provided its guidance for Q12. WALL STREET CALLS:BofAFive Belowto Buy as results improve under new managementBooking Holdingsto Outperform at Mizuho and downgraded to Market Perform at CitizensPayPalat Citizens, HSBC and CanaccordAirbnbto Outperform at CitizensGE Vernovato Outperform at Baird3. AROUND THE WEB:Rio Tintois pushing for its chair and chief executive to keep their roles following any merger with rival Glencoreas significant differences remain between the two sides ahead of a deadline to strike their $260B deal, FT reportsIBMis joining Japanese companies like SoftBankand Sonyin investing in Japanese chipmaker Rapidus, Nikkei reportsNvidiais close to a deal to invest $20B in OpenAI as part of its latest funding round seeking to raise up to $100B, Bloomberg saysFordand China's Geelyare in advanced discussions about a potential partnership, including using Ford's European factories for Geely vehicle production and possibly sharing vehicle and automated-driving technologies, Reuters saysBarclaysand NatWestwill both submit formal offers for Evelyn on Thursday, Sky News reports4. MOVERS:8x8gains afterand raising its guidance for FY25Super Microand Enphaseincrease afterBetMGMhigher after providingLumenfalls afterand naming Jeff Sharritts as Chief Revenue OfficerIntapplower afterand providing guidance for Q3 and FY265. EARNINGS/GUIDANCEBoston Scientific, with CEO Mike Mahoney commenting, "2025 was another exceptional year for Boston Scientific"Fox Corp., with EPS and revenue beating consensusAbbVieand provided guidance for Q1 and FY26Fortive, with EPS and revenue beating consensusPerformance Food Group, with CEO Scott McPherson commenting, "Solid second quarter results positioned the organization well for the remainder of the fiscal year"INDEXES:The Dow rose 260.31, or 0.53%, to 49,501.30, the Nasdaq lost 350.61, or 1.51%, to 22,904.58, and the S&P 500 declined 35.09, or 0.51%, to 6,882.72.
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