--- title: "Silicon Labs | 10-Q: FY2027 Q1 Revenue Misses Estimate at USD 213.5 M" type: "News" locale: "en" url: "https://longbridge.com/en/news/285302558.md" datetime: "2026-05-06T03:11:59.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/285302558.md) - [en](https://longbridge.com/en/news/285302558.md) - [zh-HK](https://longbridge.com/zh-HK/news/285302558.md) --- # Silicon Labs | 10-Q: FY2027 Q1 Revenue Misses Estimate at USD 213.5 M Revenue: As of FY2027 Q1, the actual value is USD 213.5 M, missing the estimate of USD 251.12 M. EPS: As of FY2027 Q1, the actual value is USD -0.48, missing the estimate of USD 0.06. EBIT: As of FY2027 Q1, the actual value is USD -20.48 M. #### Segment Revenue - **Total Revenues**: For the three months ended April 4, 2026, total revenues were $213.5 million, an increase of 20.1% from $177.7 million for the three months ended April 5, 2025. - **Industrial & Commercial**: Revenues increased by $32.0 million to $128.0 million for the three months ended April 4, 2026, compared to $96.0 million for the three months ended April 5, 2025, representing a 33.3% increase. - **Home & Life**: Revenues increased by $3.8 million to $85.5 million for the three months ended April 4, 2026, compared to $81.7 million for the three months ended April 5, 2025, representing a 4.6% increase. - **Revenue by Geographic Area (Three Months Ended April 4, 2026)**: United States $17,956 thousand, China $67,320 thousand, Taiwan $42,650 thousand, and Rest of world $85,574 thousand. - **Revenue by Geographic Area (Three Months Ended April 5, 2025)**: United States $16,684 thousand, China $58,769 thousand, Taiwan $29,832 thousand, and Rest of world $72,429 thousand. - **Revenue by Sales Channel (Three Months Ended April 4, 2026)**: Distributors $160,558 thousand and Direct customers $52,942 thousand. - **Revenue by Sales Channel (Three Months Ended April 5, 2025)**: Distributors $117,189 thousand and Direct customers $60,525 thousand. #### Operational Metrics - **Net Loss**: The company reported a net loss of -$15,897 thousand for the three months ended April 4, 2026, an improvement from a net loss of -$30,470 thousand for the three months ended April 5, 2025. - **Gross Profit**: Gross profit increased to $126,998 thousand for the three months ended April 4, 2026, from $97,777 thousand for the three months ended April 5, 2025. - **Gross Margin**: Gross margin increased to 59.5% for the three months ended April 4, 2026, from 55.0% for the three months ended April 5, 2025. - **Operating Loss**: Operating loss improved to -$17,082 thousand for the three months ended April 4, 2026, compared to -$32,080 thousand for the three months ended April 5, 2025. - **Operating Expenses**: Total operating expenses increased to $144,080 thousand for the three months ended April 4, 2026, from $129,857 thousand for the three months ended April 5, 2025. - **Research and Development**: Research and development expense was $88,594 thousand for the three months ended April 4, 2026, a slight increase from $88,219 thousand for the three months ended April 5, 2025. - **Selling, General and Administrative**: Selling, general and administrative expense increased to $55,486 thousand for the three months ended April 4, 2026, from $41,638 thousand for the three months ended April 5, 2025. - **Interest Income and Other, Net**: Interest income and other, net was $3,626 thousand for the three months ended April 4, 2026, compared to $3,793 thousand for the three months ended April 5, 2025. - **Interest Expense**: Interest expense was -$232 thousand for the three months ended April 4, 2026, compared to -$284 thousand for the three months ended April 5, 2025. - **Provision for Income Taxes**: Provision for income taxes was $2,209 thousand for the three months ended April 4, 2026, compared to $1,899 thousand for the three months ended April 5, 2025. #### Cash Flow - **Net Cash Provided by Operating Activities**: Net cash provided by operating activities was $4,934 thousand for the three months ended April 4, 2026, a decrease from $48,128 thousand for the three months ended April 5, 2025. - **Net Cash Provided by (Used in) Investing Activities**: Net cash provided by investing activities was $14,889 thousand for the three months ended April 4, 2026, compared to net cash used of -$3,900 thousand for the three months ended April 5, 2025. - **Net Cash Used in Financing Activities**: Net cash used in financing activities was -$956 thousand for the three months ended April 4, 2026, compared to -$958 thousand for the three months ended April 5, 2025. #### Unique Metrics - **Merger-related Costs**: \[芯科实验室\] incurred $11.2 million in costs related to the proposed Merger for the three months ended April 4, 2026, and expects to incur significant additional fees prior to completion. - **Days Sales Outstanding (DSO)**: DSO was 33 days at April 4, 2026, compared to 28 days at January 3, 2026. - **Days of Inventory (DOI)**: DOI was 107 days at April 4, 2026, compared to 113 days at January 3, 2026. - **Cash, Cash Equivalents, and Short-term Investments**: As of April 4, 2026, the company held $438.9 million in cash, cash equivalents, and short-term investments. - **Stock-based Compensation Expense**: Stock-based compensation expense was $21,055 thousand for the three months ended April 4, 2026, compared to $19,714 thousand for the three months ended April 5, 2025. #### Future Outlook and Strategy 芯科实验室 entered into a Merger Agreement with Texas Instruments Incorporated on February 4, 2026, under which \[芯科实验室\] will become a wholly-owned subsidiary of Texas Instruments Incorporated. The Merger is expected to close in the first half of 2027, subject to customary closing conditions including regulatory approvals. The company anticipates incurring significant financial advisory, legal, accounting, and other professional fees until the Merger’s completion. ### Related Stocks - [SLAB.US](https://longbridge.com/en/quote/SLAB.US.md) ## Related News & Research - [Apogee Enterprises Announces Date for Fiscal 2027 First Quarter Results | APOG Stock News](https://longbridge.com/en/news/288846814.md) - [D2L GAAP EPS of $0.03, revenue of $57.13M](https://longbridge.com/en/news/289240195.md) - [Graham grants RSUs and PSUs to Malone, Thoren and Thome under Fiscal 2027 incentive plans](https://longbridge.com/en/news/288904204.md) - [Veeva Announces Fiscal 2027 First Quarter Results | VEEV Stock News](https://longbridge.com/en/news/288621519.md) - [Planet Reports Financial Results for First Quarter of Fiscal Year 2027 | PL Stock News](https://longbridge.com/en/news/288767233.md)