Every material Form 8-K SiTime filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
SiTime reported third-quarter 2026 net revenue of $298.7 million, up 257% from $83.6 million a year earlier, and GAAP net income of $4.4 million, or $0.14 per diluted share, compared with a net loss of $8.0 million a year earlier. The company also announced a three-for-one forward stock split, with trading on a split-adjusted basis expected to begin December 7, 2026, which the company says is intended to make ownership more accessible to employees and investors.
Q3 2026 revenue of $298.7 million, up from $157.4 million in the June 2026 quarter and $83.6 million in the year-ago quarter
GAAP net income of $4.4 million, or $0.14 per diluted share; non-GAAP net income of $130.3 million, or $4.01 per diluted share
Acquisition related costs were $21.3 million in the quarter, and amortization of acquired intangibles was $61.8 million
Three-for-one forward stock split: record date December 3, 2026, distribution after market close December 4, 2026
SiTime director Katherine E. Schuelke, a Class III director, notified the board on October 19, 2026 that she will resign from the board and two of its committees, effective October 20, 2026. The filing states her resignation was not due to any disagreement with the company or board, and the board reduced its size from nine to eight seats.
Katherine E. Schuelke resigns from the Board, Nominating and Corporate Governance Committee, and Compensation and Talent Committee, effective October 20, 2026
Resignation was not the result of a disagreement with the company or board on operations, policies, or practices
Board size reduced from nine to eight members, effective October 20, 2026
SiTime reported second-quarter 2026 revenue of $157.4 million, up from $69.5 million a year earlier, and GAAP net income of $18.2 million, or $0.66 per diluted share, compared with a net loss of $20.2 million in the year-ago quarter. The company completed its acquisition of Renesas Electronics' timing business on July 1, 2026, and said it would discuss its business outlook on the conference call, which the filing does not include.
Net revenue was $157.4 million versus $69.5 million in the second quarter of 2025, an increase of 127%.
GAAP net income was $18.2 million, or $0.66 per diluted share; non-GAAP net income was $65.6 million, or $2.34 per diluted share.
GAAP gross margin was 63.0% and non-GAAP gross margin was 67.1%.
Cash, cash equivalents and short-term investments were $1,921 million on June 30, 2026, including convertible senior notes proceeds used to fund the Renesas acquisition completed July 1, 2026.
SiTime completed its acquisition of certain assets from Renesas Electronics, the timing business, and entered into a $200 million senior secured revolving credit facility with Wells Fargo as agent. The shares issued to Renesas are unregistered and carry registration rights, which could lead to future resales, and the company said the business is expected to generate at least $300 million in revenue in the 12 months after the acquisition.
Acquisition completed; the press release is dated July 1, 2026, and the asset purchase agreement was first filed on February 4, 2026
$200 million senior secured revolving credit facility dated June 30, 2026, with no loans outstanding as of the effective date
Shares issued to Renesas in a private placement; Renesas can request registration and underwritten offerings, with up to three underwritten offerings in any 18-month period
Hidetoshi Shibata, CEO of Renesas Electronics, is expected to join SiTime's board as a Class I director upon notice
On May 22, 2026, SiTime completed a registered offering of $1.35 billion of 0% convertible senior notes due June 15, 2031, including $150 million from the underwriters' over-allotment option. Per the pricing release, net proceeds were expected to fund part of the cash consideration for the Renesas timing business acquisition, the $108.0 million cost of capped call transactions, and general corporate purposes, which adds significant debt and potential share dilution for shareholders.
Principal of $1.35 billion, including $150 million of over-allotment notes, due June 15, 2031
Initial conversion price of approximately $1,040.47 per share, a premium of about 50% to the May 19, 2026 closing price
Cost of capped call transactions was $108.0 million; capped call cap price is $1,734.15 per share
Proceeds expected to partly fund the Renesas Electronics timing business acquisition announced February 4, 2026
SiTime reported first-quarter 2026 revenue of $113.6 million, up 88.3% from a year earlier, and a GAAP net loss of $5.2 million, or $0.20 per diluted share, compared with a $23.9 million loss a year ago. The loss narrowed sharply year over year, but revenue was essentially unchanged from the fourth quarter, and the release gave no numeric outlook, saying management would discuss it on the conference call.
Net revenue was $113.6 million, up 88.3% from $60.3 million in Q1 2025 and essentially unchanged from $113.3 million in Q4 2025.
GAAP net loss was $5.2 million, or $0.20 per diluted share, versus a net loss of $23.9 million, or $1.01 per share, in Q1 2025.
Non-GAAP net income was $38.9 million, or $1.44 per diluted share, versus $0.26 per share in Q1 2025.
Cash, cash equivalents and short-term investments totaled $788.7 million on March 31, 2026.
On March 23, 2026, SiTime signed a 156-month lease for about 149,300 square feet in two adjacent buildings at 3250 and 3260 Jay Street, Santa Clara, to serve as its new corporate headquarters. The company expects to begin occupying the space by April 1, 2027, and the filing sets out fixed base rent obligations that shareholders should note as a long-term commitment. The filing does not state how the lease will affect the company's financial results.
Lease signed March 23, 2026 with 3250 Jay Street Owner LLC for about 149,300 square feet; expected occupancy by April 1, 2027
Term of 156 months with two extension options of 60 months each
Annual base rent of $3,762,360 in months 1-12 and $5,733,120 in months 13-24, with six months of base rent abated; rent rises about 3% a year from month 25
Landlord allowances of up to $16,049,750 for buildout and up to $1,300,000 for power upgrades
SiTime agreed to acquire certain assets of Renesas Electronics' timing business for $1.5 billion in cash and 4,130,644 newly issued shares, with the share count set by a 10-day VWAP collar. The companies expect the deal to close by the end of 2026, subject to regulatory approvals, and SiTime plans to fund the cash portion with cash on hand and a $900 million Wells Fargo bridge loan commitment. For shareholders, the deal adds a business expected to generate $300 million in revenue in the 12 months after closing, but it brings a large cash outlay, share issuance and new debt.
Consideration is $1.5 billion in cash plus 4,130,644 shares of common stock, with the share count based on a 10-day VWAP subject to a floor of $308.6686 and a ceiling of $417.6104.
Wells Fargo committed up to $900.0 million in a 364-day senior secured bridge loan; the acquisition is not conditioned on this financing.
The acquired business is expected to generate $300 million in revenue in the 12 months after closing, per the press release.
Closing is expected by the end of 2026 and requires HSR waiting period expiration and other approvals; SiTime may owe a $150.0 million or $75.0 million termination fee in specified circumstances.
SiTime reported fourth-quarter 2025 revenue of $113.3 million, up 66% from a year earlier and 36% from the prior quarter, and GAAP net income of $9.2 million, or $0.34 per diluted share, compared with a GAAP net loss of $18.8 million a year earlier. For fiscal 2025, revenue rose 61% to $326.7 million, but the company still posted a GAAP net loss of $42.9 million, or $1.72 per share. The company said it would discuss its business outlook on its conference call, so no guidance is stated in the release itself.
Q4 2025 GAAP net income was $9.2 million, or $0.34 per diluted share, versus a GAAP net loss of $18.8 million in Q4 2024.
Q4 2025 non-GAAP net income was $41.3 million, or $1.53 per diluted share; Q4 non-GAAP gross margin was 61.2%.
Fiscal 2025 GAAP net loss was $42.9 million, or $1.72 per share, while non-GAAP net income was $82.6 million, or $3.20 per diluted share.
Cash, cash equivalents and short-term investments totaled $808.4 million on December 31, 2025.
SiTime Corporation's board increased its size to nine directors and appointed Faraj Aalaei as a Class II director, effective January 21, 2026. Mr. Aalaei will also serve on the Compensation and Talent Committee, and his term runs to the 2027 Annual Meeting of Stockholders. The filing discloses no financial results, and the appointment is a board governance change that shareholders may note.
Board expanded from its prior size to nine directors, effective January 21, 2026
Faraj Aalaei appointed Class II director; term expires at the 2027 Annual Meeting of Stockholders
Aalaei is founder and CEO of Cognichip, Inc., and previously led Aquantia Corp. until its acquisition by Marvell Technology Group in September 2019
Aalaei receives compensation under the Company's Independent Director Compensation Policy, including RSU awards
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every SiTime filing is on SEC EDGAR ↗. 8-K briefs of other companies →