Every material Form 8-K Silicon Labs has filed with the SEC since February 07, 2024, 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.
Silicon Labs reported second-quarter 2026 revenue of $228 million, up 18% from a year earlier, and its GAAP net loss narrowed to $10.6 million from $21.8 million. Non-GAAP diluted earnings per share were $0.71, and the company suspended forward-looking guidance because of its pending acquisition by Texas Instruments.
Revenue was $228 million, up 18% year-over-year; Industrial & Commercial revenue was $135 million and Home & Life revenue was $93 million.
GAAP diluted loss per share was $(0.32), compared with $(0.67) a year earlier; GAAP operating loss was $11 million.
Non-GAAP diluted earnings per share were $0.71, up 545% year-over-year; GAAP gross margin was 61.6%.
Silicon Labs has suspended forward-looking guidance due to the announced pending acquisition by Texas Instruments.
Silicon Labs reported first-quarter 2026 revenue of $214 million, up 20% from a year earlier, with a GAAP net loss of $15.9 million, or $(0.48) per share, compared with a $30.5 million loss a year earlier. The company suspended forward-looking guidance because of its pending acquisition by Texas Instruments.
Revenue was $214 million, up 20% year over year; Industrial & Commercial revenue was $128 million, up 33%
GAAP operating loss narrowed to $17 million from $32 million; non-GAAP operating income was $18 million
GAAP diluted loss per share was $(0.48); non-GAAP diluted earnings per share were $0.53
Forward-looking guidance has been suspended due to the announced pending acquisition by Texas Instruments
Silicon Labs reported fourth-quarter revenue of $208 million, up 25% year over year, and a GAAP diluted loss of $(0.08) per share, compared with $(0.73) a year earlier. For fiscal 2025, revenue was $785 million, up 34%, and the company posted a GAAP diluted loss of $(1.98) per share. Because of the separately announced pending acquisition by Texas Instruments, the company cancelled its February 10, 2026 earnings call and suspended forward-looking guidance.
Q4 2025 revenue was $208 million, up 25%; Industrial & Commercial revenue rose 37% to $122 million and Home & Life rose 12% to $87 million.
Q4 GAAP diluted loss per share was $(0.08) versus $(0.73) in Q4 2024; non-GAAP diluted earnings per share were $0.56.
Full-year 2025 revenue was $785 million, up 34%; full-year GAAP diluted loss per share was $(1.98) and non-GAAP diluted earnings per share were $0.92.
The February 10, 2026 earnings call was cancelled and forward-looking guidance has been suspended due to the pending acquisition by Texas Instruments.
Silicon Labs agreed to merge with Texas Instruments, which will acquire it for $231.00 per share in cash, a total enterprise value of about $7.5 billion. The Silicon Labs board unanimously approved the deal and recommends that stockholders adopt the merger agreement, and the closing is expected in the first half of 2027 subject to stockholder and regulatory approvals.
Merger consideration of $231.00 in cash per share, with a total enterprise value of about $7.5 billion
Expected close in the first half of 2027, subject to stockholder approval and regulatory approvals
Either party may terminate if the merger is not completed by February 4, 2027, extendable to February 4, 2028 in certain regulatory cases
Texas Instruments expects about $450 million of annual manufacturing and operational synergies within three years after closing
Silicon Labs reported fiscal third-quarter 2025 revenue of $206 million, up from $166.4 million a year earlier, and a GAAP net loss of $9.9 million, or $(0.30) per diluted share, compared with a loss of $(0.88) per share a year earlier. The company expects fourth-quarter revenue of $200 million to $215 million and non-GAAP diluted earnings per share of $0.40 to $0.70.
Q3 revenue was $206 million; Industrial & Commercial revenue was $118 million, up 22% year-over-year, and Home & Life revenue was $88 million, up 26%.
GAAP operating loss was $12 million and GAAP diluted loss per share was $(0.30), versus $(0.88) a year earlier; non-GAAP diluted earnings per share were $0.32.
Fourth-quarter outlook: revenue of $200 million to $215 million; GAAP diluted EPS of $(0.22) to $0.08; non-GAAP diluted EPS of $0.40 to $0.70.
Nine-month revenue was $576.6 million, up from $418.1 million, and nine-month GAAP net loss narrowed to $62.2 million from $167.2 million.
Silicon Laboratories reported second-quarter 2025 revenue of $193 million, up 33% from a year earlier, and its GAAP net loss narrowed to $21.8 million from $82.2 million. The company also expects third-quarter revenue of $200 million to $210 million, with GAAP diluted loss per share of $(0.60) to $(0.20) and non-GAAP diluted earnings per share of $0.20 to $0.40.
Q2 2025 revenue was $193 million, up 33% year-over-year; Industrial & Commercial revenue rose 25% to $110 million and Home & Life rose 45% to $83 million
GAAP diluted loss per share was $(0.67) versus $(2.56) a year earlier; non-GAAP diluted earnings per share was $0.11
Q3 2025 guidance: revenue of $200 million to $210 million; non-GAAP diluted EPS of $0.20 to $0.40
Quarter ended July 5, 2025; earnings call held the same day, with a replay available through September 4, 2025
Silicon Labs reported first-quarter 2025 results for the period ended April 5, 2025, with revenue of $178 million compared with $106 million a year earlier. The GAAP loss per share narrowed to $(0.94) from $(1.77), and the company expects second-quarter revenue of $185 million to $200 million.
Revenue was $178 million for the quarter ended April 5, 2025, versus $106 million for the quarter ended March 30, 2024.
GAAP diluted loss per share was $(0.94), compared with $(1.77) a year earlier; GAAP net loss was $30 million, versus $57 million.
Non-GAAP diluted loss per share was $(0.08).
Second-quarter outlook: revenue of $185 million to $200 million; non-GAAP diluted earnings (loss) per share of $(0.01) to $0.19.
Silicon Labs reported fourth-quarter 2024 revenue of $166 million, up from $86.8 million a year earlier, and a GAAP net loss of $23.8 million, or $(0.73) per share, versus a $69.8 million loss a year earlier. For the first quarter of 2025, the company expects revenue of $170 million to $185 million and a GAAP diluted loss per share of $(0.75) to $(1.05).
Q4 2024 revenue was $166 million, versus $86.8 million in Q4 2023.
Q4 2024 GAAP diluted loss per share was $(0.73), versus $(2.19) in Q4 2023; non-GAAP diluted loss per share was $(0.11).
Q1 2025 revenue outlook is $170 million to $185 million, which the company says resumes sequential growth.
Q1 2025 GAAP diluted loss per share outlook is $(0.75) to $(1.05), wider than the Q4 2024 GAAP loss.
Silicon Labs reported third-quarter 2024 revenue of $166 million, down from $203.8 million a year earlier, and a GAAP diluted loss of $(0.88) per share compared with diluted earnings of $0.32 a year earlier. The company guided fourth-quarter revenue to $161 million to $171 million and a GAAP diluted loss per share of $(0.75) to $(1.05), so the year-over-year decline and losses are expected to continue into the next quarter.
Q3 revenue was $166 million, versus $203.8 million in the third quarter of 2023; the company cited sequential growth in Industrial & Commercial and Home & Life revenue.
GAAP operating loss was $30 million and non-GAAP operating loss was $8 million; non-GAAP diluted loss per share was $(0.13).
Fourth-quarter 2024 outlook: revenue of $161 million to $171 million and GAAP diluted loss per share of $(0.75) to $(1.05).
Silicon Labs reported second-quarter 2024 results for the quarter ended June 29, 2024, with revenue of $145 million, down from $245 million a year earlier. The company posted a GAAP operating loss of $48 million and a GAAP diluted loss of $(2.56) per share, compared with diluted earnings of $0.33 per share a year earlier. It expects third-quarter revenue of $160 million to $170 million, which would be above the second-quarter level.
Q2 2024 revenue was $145 million versus $245 million in Q2 2023; Industrial & Commercial revenue was $88 million and Home & Life revenue was $57 million.
GAAP operating loss was $48 million and GAAP diluted loss per share was $(2.56), versus diluted earnings of $0.33 per share in Q2 2023.
Non-GAAP diluted loss per share was $(0.56) for the quarter.
Third-quarter 2024 outlook: revenue of $160 million to $170 million; GAAP diluted loss per share of $(0.95) to $(1.25); non-GAAP diluted loss per share of $(0.10) to $(0.30).
Silicon Laboratories' Compensation Committee approved new severance agreements on July 9, 2024, for CEO Matt Johnson and four other executives, replacing agreements set to expire October 31, 2024. The company says the new agreements are substantially similar to the expiring ones and run until October 31, 2027.
Agreements approved July 9, 2024; replace agreements scheduled to expire October 31, 2024
CEO Matt Johnson's change-in-control package is 200% of base salary and 200% of target variable compensation, with 24 months of COBRA coverage
Other covered executives: Dean Butler, Robert Conrad, Brandon Tolany and Mark Mauldin, at 100% of base salary and target variable compensation
Silicon Laboratories reported first-quarter 2024 revenue of $106.4 million, down from $246.8 million a year earlier, and a GAAP net loss of $56.5 million, or $1.77 per diluted share, compared with diluted earnings of $0.41 a year earlier. The company guided second-quarter revenue to $135 million to $145 million and named Dean Butler as chief financial officer effective May 15, 2024, succeeding interim CFO Mark Mauldin.
Q1 2024 revenue was $106.4 million versus $246.8 million in Q1 2023; GAAP operating loss was $59.1 million
Non-GAAP diluted loss per share was $(0.92); GAAP diluted loss per share was $(1.77)
Q2 2024 revenue outlook is $135 million to $145 million; GAAP diluted loss per share guided to $(1.45) to $(1.61)
Dean Butler joins as CFO on May 15, 2024; Bob Conrad joins as SVP of Worldwide Operations on April 29, 2024
Silicon Labs appointed Robert Conrad, a current board director, as Senior Vice President of Worldwide Operations, effective April 29, 2024, and he resigns from the board on starting work. Sandeep Kumar, who has led global operations, will leave his executive role and serve in a non-executive advisory role, departing in the second half of 2024. The filing puts the operations leadership change on record, along with pay terms for the new executive.
Conrad's base salary is $450,000, with a target bonus of 100% of base salary, prorated for 2024.
Expected May 15, 2024 equity grants total three awards of $1,000,000 each in grant date value, plus a $100,000 relocation bonus.
Conrad resigned from the board on April 18, 2024, effective when he starts as SVP.
Kumar will cease being SVP of Worldwide Operations on April 29, 2024 and depart the company in the second half of 2024.
Silicon Labs said it will appoint Dean Butler, currently SVP and CFO at Synaptics, as Senior Vice President and Chief Financial Officer effective May 15, 2024. Mark Mauldin will stop serving as interim CFO on that date and will remain Chief Accounting Officer, so the company gains a permanent finance leader for its global finance organization.
Dean Butler, age 41, joins from Synaptics, where he has been SVP and CFO since October 2019
Base salary of $475,000, target bonus of 100% of base salary, and a $1,000,000 cash sign-on bonus
New-hire and one-time equity grants with grant date values of $1,500,000, $1,500,000 and $2,000,000, expected May 15, 2024
Mark Mauldin ceases as interim CFO on May 15, 2024 and continues as Chief Accounting Officer
Silicon Labs reported fourth-quarter 2023 revenue of $87 million, down from $257 million a year earlier, and a GAAP diluted loss of $2.19 per share versus diluted earnings of $0.76 a year earlier. The company said results were ahead of its expectations and guided first-quarter 2024 revenue to $100 million to $110 million, with a GAAP diluted loss per share of $(1.89) to $(2.05). The filing also discloses a material weakness in internal controls over certain inventory controls, though the company said it has identified no misstatements to date.
Q4 2023 revenue was $86.8 million versus $257.3 million in Q4 2022; GAAP operating loss was $73.1 million versus operating income of $24.1 million
Q1 2024 guidance: revenue of $100 million to $110 million; GAAP diluted loss per share of $(1.89) to $(2.05)
Board authorized a $100 million share repurchase plan on January 25, 2024, valid through the end of 2024
Company disclosed a material weakness related to inventory controls and expects to file its Form 10-K by the end of February 2024
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