Silicon Motion Technology CORP (SIMO) SEC Filings & Earnings Calls
EquiReason read 18 Silicon Motion Technology CORP SEC filings in the last 12 months. Latest: 6-K on 2026-10-16 — Silicon Motion announces annual cash dividend increase to $2.30 per ADS from $2.00, a 15% increase, citing strong financial performance and positive outlook..
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
- Market cap
- 6.3B
- Annual P/E
- —
- Dividend yield
- 1.1%
- 52-week
- —
- Next earnings
- 28 Oct, in 4 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
16 Oct 20266-KSilicon Motion announces annual cash dividend increase to $2.30 per ADS from $2.00, a 15% increase, citing strong financial performance and positive outlook.open
Figures in the filing · each found in the filing text
| annual cash dividend per ADS · FY2026 | $2.30 | +15% y/y |
14 Aug 20266-KSilicon Motion closes $1.15B offering of 0.00% Convertible Senior Notes due 2031, including full exercise of greenshoe; proceeds for general corporate purposes and debt repayment.open
Figures in the filing · each found in the filing text
| Aggregate principal amount of Notes | $1.15B |
Risks flagged
Convertible notes may dilute equity if converted; debt adds leverage.
“Notes are convertible into ADSs at Company's election for excess value.”
11 Aug 20266-KSilicon Motion prices upsized offering of $1.0B 0.00% convertible senior notes due 2031; proceeds for financial flexibility and growth initiatives.open
Figures in the filing · each found in the filing text
| Aggregate principal amount of notes · 2026-08-10 | $1.00B | |
| Initial conversion price per ADS · 2026-08-10 | $380.50 |
Risks flagged
Potential dilution from conversion of notes into ADSs
“Notes convertible into ADSs at $380.50 per ADS; conversion value in excess of principal may be settled in ADSs.”
10 Aug 20266-KSilicon Motion intends to offer $800M convertible senior notes due 2031, with option for additional $120M; private offering to QIBs.open
Figures in the filing · each found in the filing text
| cash_and_equivalents · H1-2026 | $74M | |
| accounts_receivable_net · H1-2026 | $324M | |
| inventories · H1-2026 | $673M | |
| total_assets · H1-2026 | $1.61B | |
| total_liabilities · H1-2026 | $558M | |
| total_shareholders_equity · H1-2026 | $1.05B |
Risks flagged
Convertible notes may dilute existing shareholders upon conversion
“convertible senior notes due 2031 ... may be converted into ADSs”
30 Jul 20266-KQ2 2026 net sales $451M (+32% Q/Q, +127% Y/Y); gross margin 50.2%; operating margin 22.4%; EPS $3.99; guidance Q3 rev $519-$541M.earningsopen
Figures in the filing · each found in the filing text
| Net sales · Q2-2026 | $451M | +127% y/y |
| Gross margin · Q2-2026 | 50.2% | |
| Operating margin · Q2-2026 | 22.4% | |
| Earnings per diluted ADS · Q2-2026 | $3.99 | |
| Net income · Q2-2026 | $136M | |
| Cash, cash equivalents and restricted cash · Q2-2026 | $182M |
Guidance
Q3 revenue $519-$541M (+15-20% Q/Q, +114-124% Y/Y); gross margin 49.9-50.9%; operating margin 24.4-25.7%
Strong Q2 beat and raised Q3 guidance; management expects record annual revenue.
Risks flagged
Consumer business faces headwinds from NAND pricing and supply.
“Many of our consumer businesses face real headwinds from current NAND pricing and supply.” · word for word
24 Jul 20266-KSilicon Motion confirms quarterly dividend of $0.50 per ADS ($0.125 per ordinary share) as previously announced; routine declaration with no change in amount or policy.open
Figures in the filing · each found in the filing text
| Annual dividend per ADS · FY2026 | $2.00 | |
| Quarterly dividend per ADS · Q3-2026 | $0.50 | |
| Quarterly dividend per ordinary share · Q3-2026 | $0.13 |
30 Apr 202620-FSilicon Motion reported FY2025 revenue of $885.6M (+10% YoY), gross margin of 48.3% (+240bps), and diluted EPS of $3.64 (+37.6%), driven by eMMC/UFS controller growth and new product ramps.earningsopen
Figures in the filing · each found in the filing text
| Net Sales · FY2025 | $886M | +10% y/y |
| Gross Profit Margin · FY2025 | 48.3% | |
| Diluted Earnings Per ADS · FY2025 | $3.64 | +38% y/y |
| Net Income · FY2025 | $123M | +37% y/y |
| Research and Development Expenses · FY2025 | $263M | +21% y/y |
| Cash and Cash Equivalents · FY2025 | $202M | -27% y/y |
| Operating Cash Flow · FY2025 | $61M | -20% y/y |
| Capital Expenditures · FY2025 | $55M | +24% y/y |
| Employee Headcount · FY2025 | 2,009 | +10% y/y |
| Dividends Paid · FY2025 | $67M | -0% y/y |
Risks flagged
Customer Concentration
“Sales to our five largest customers represented approximately 61%, 66% and 66% of our net revenue in 2023, 2024 and 2025, respectively.” · word for word
Foundry Dependency
“TSMC and SMIC are currently our primary foundries that manufacture most of our semiconductors.” · word for word
NAND Flash Cyclicality
“NAND industry cyclicality could adversely affect our growth and profitability.” · word for word
Inventory Build
“Inventories increased by US$215.2 million ... to $421.8M from $199.2M.”
Litigation Exposure
“The Company has filed a claim in the SIAC against MaxLinear for breaching the Merger Agreement. ... The Plaintiff has appealed the dismissal of their claims to the United States Court of Appeals for the Ninth Circuit.” · word for word
29 Apr 20266-KSilicon Motion reported exceptional Q1 2026 results: revenue $342.1M (up 105% YoY, 23% QoQ), gross margin 47.1%, operating margin 15.3%, EPS $1.97. Strong growth across all segments with positive outlook.earningsopen
Figures in the filing · each found in the filing text
| Net sales · Q1-2026 | $342M | +105% y/y |
| Gross margin · Q1-2026 | 47.1% | |
| Operating margin · Q1-2026 | 15.3% | |
| Earnings per diluted ADS (GAAP) · Q1-2026 | $1.97 | |
| Earnings per diluted ADS (Non-GAAP) · Q1-2026 | $1.58 | |
| Cash, cash equivalents, and restricted cash · Q1-2026 | $211M | |
| Routine capital expenditures · Q1-2026 | $13M | |
| Dividend payments · Q1-2026 | $17M |
Guidance
Q2 2026 revenue guidance $393M-$411M (up 15-20% QoQ, 98-107% YoY); gross margin 48.5%-49.5%
Strong Q2 guidance with accelerating revenue growth, margin expansion, and positive management tone.
Risks flagged
Weakening smartphone sales due to higher memory/storage costs could impact eMMC+UFS segment.
“Despite weakening smartphone sales resulting from higher memory and storage component costs” · word for word
SSD controller sales declined sequentially due to seasonality.
“SSD controller sales: 1Q of 2026 decreased 5% to 10% Q/Q” · word for word
4 Feb 20266-KSilicon Motion reports strong Q4 and FY2025 results. Q4 revenue $278.5M (+15% Q/Q, +46% Y/Y). SSD controller sales up 25-30% Q/Q. Announces $2.00/ADS annual dividend. Positive guidance for Q1 2026.earningsopen
Figures in the filing · each found in the filing text
| Net sales · Q4-2025 | $279M | +46% y/y |
| Gross margin · Q4-2025 | 49.1% | |
| Operating margin · Q4-2025 | 11.4% | |
| Earnings per diluted ADS · Q4-2025 | $1.41 | +120% y/y |
| Non-GAAP gross margin · Q4-2025 | 49.2% | |
| Non-GAAP operating margin · Q4-2025 | 19.3% | |
| Non-GAAP earnings per diluted ADS · Q4-2025 | $1.26 | +45% y/y |
| Cash, cash equivalents and restricted cash · Q4-2025 | $277M | -17% y/y |
Guidance
Q1 revenue $292-306M, +76-84% YoY
For the first quarter of 2026, management expects revenue $292 to $306 million, +5% to 10% Q/Q, +76% to 84% Y/Y.
Risks flagged
Cash position decreased from $334.3M to $277.1M YoY
“Cash, cash equivalents and restricted cash—end of period $277.1 million vs $334.3 million in Q4 2024.” · word for word
2 Feb 20266-KSilicon Motion confirms quarterly cash dividend of $0.50 per ADS, a routine quarterly installment of previously announced annual dividend.open
Figures in the filing · each found in the filing text
| quarterly dividend per ADS · Q1-2026 | $0.50 |
31 Oct 20256-KQ3 2025 revenue $242M (+22% Q/Q, +14% Y/Y), beat guidance; gross margin 48.6%; EPS $1.16; Q4 guidance $254-266M (+5-10% Q/Q).earningsopen
Figures in the filing · each found in the filing text
| Net sales · Q3-2025 | $242M | +14% y/y |
| Gross margin · Q3-2025 | 48.6% | |
| Operating margin · Q3-2025 | 12.1% | |
| Earnings per diluted ADS · Q3-2025 | $1.16 | |
| Cash, cash equivalents and restricted cash · Q3-2025 | $272M | |
| Routine capital expenditures · Q3-2025 | $10M | |
| Dividend payments · Q3-2025 | $17M |
Guidance
Q4 revenue $254-266M, +5-10% Q/Q, +33-39% Y/Y; full-year run rate >$1B
Q4 guidance above prior full-year run rate target of $1B; gross margin expected to expand; management confident in new product ramp.
27 Oct 20256-KDeclared annual cash dividend of $2.00 per ADS, payable quarterly; first installment $0.50 per ADS on Nov 26, 2025.open
Figures in the filing · each found in the filing text
| Annual dividend per ADS · FY2026 | $2.00 | 0% y/y |
Silicon Motion Technology CORP — questions
- What did Silicon Motion Technology CORP file recently?
- 18 SEC filings in the last 12 months. Latest: 6-K on 2026-10-16 — Silicon Motion announces annual cash dividend increase to $2.30 per ADS from $2.00, a 15% increase, citing strong financial performance and positive outlook.
Every figure on this page comes from Silicon Motion Technology CORP's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.