SI
SIMO
SIMO What Silicon Motion Technology promised, and what happened
Guidance
What management said, and what became of it
26 of 26 judged targets kept · 22 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Full-year gross margin reaching 50% | 50% gross margin achievable in 2026 | Mar 2026 | achieving record revenue of $451 million and gross margin above 50%, driven by continued growth across all our core markets. | Achieved |
| Non-GAAP operating margin recovery to historical range | 25% plus | Mar 2025 | we're confident that along with much higher revenue and improved gross profitability, our operating margins can exceed 30% exiting this year. | Revised Up |
| Combined new-market revenue share (MonTitan + automotive + boot drive) | more than 20% of total revenue | Dec 2024 | Ferri and Boot Drive solutions more than doubled sequentially and represent near 30% of our total revenue, up from 4% a year ago, and we are just getting started. | On Track |
The full ledger
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The rest of the ledger
Pro opens all 48 tracked commitments for Silicon Motion Technology
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.