SI
SITM
SITM What SITIME promised, and what happened
Guidance
What management said, and what became of it
33 of 36 judged targets kept · 23 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| CED market revenue ($100 million mark) | $100 million mark in this CED market | Jun 2024 | CED grew 181% year-over-year and crossed $100 million in quarterly revenue | Achieved |
| Non-GAAP operating expenses | $46 million to $47 million | Mar 2026 | Operating expenses in the quarter were $52.1 million, consisting of $25.6 million in R&D and $26.5 million in SG&A. | Missed |
| Full-year revenue growth | approximately 30% ('the year beyond') | Sep 2024 | For the full year, we are increasing our revenue growth expectations to at least 80%, well above our prior expectations and our long-term target growth rate of 25% to 30%. | Revised Up |
The full ledger
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The rest of the ledger
Pro opens all 59 tracked commitments for SITIME
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.