SiTime Corporation Q3 2026 Earnings Recap

SiTime’s shares fell 12.0% after earnings, despite strong reported growth. The transcript provided ends before the company’s outlook and guidance, so it does not establish a specific disappointment; the sharp decline suggests investors were not satisfied with the results or information available, but the driver cannot be confirmed from this excerpt.

Key Takeaways

• Q3 combined revenue was $298.7 million, up 257% year over year; gross margin was 70.7%, and operating margin was 43%.
• Core SiTime revenue was $212.4 million, up 154%; communications, enterprise and data center revenue rose 202%.
• Acquired PPD contributed $86.3 million in revenue, up 67% year over year versus the business’s Q3 2025 results under Renesas.
• Management cited higher book-to-bill, improving 2027–2028 visibility and a $10 billion total funnel, but these are not substitutes for near-term guidance.
• The excerpt cuts off as management begins discussing the company’s financial model; it does not include the full outlook or Q&A.