NASDAQ$SITM

SiTime Corporation · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Announced financial results for the second quarter ended June 30, 2024.

SiTime Corporation reported a net revenue of $43.9 million for Q2 2024, which is a 33% increase from the previous quarter and a 58% increase from the year-ago period. The company's GAAP net loss was $26.8 million, or $1.16 per diluted share, while non-GAAP net income was $2.8 million, or $0.12 per diluted share.

  • Q2 results exceeded the company's outlook.
  • Demand grew across all market segments, with communications, enterprise, and datacenters (CED) being the highest growth segment.
  • Investments over the past five years have resulted in a diversified product portfolio that meets the industry’s precision timing needs.
  • Strong customer relationships position the company well to capitalize on the rising demand for AI.

Headline financials

Total Revenue

$43.9M

Previous: $27.7M+58.2%
EPS

-$1.16

Previous: -$0.22-427.3%
GAAP Gross Margin

49.1%

No prior period
Non-GAAP Gross Margin

57.7%

Previous: 58.2%-0.9%
Non-GAAP Income from Operations % of Revenue

-6.3%

No prior period
Capital Expenditures

-$5.47M

Previous: -$3.68M-48.8%
Free Cash Flow

-$32.2M

Previous: -$29.6M-8.9%
Net Income

-$26.8M

Previous: -$25.9M-3.3%
Operating Income

-$32.3M

Previous: -$32.4M+0.3%
Gross Profit

$21.5M

Previous: $15.4M+39.4%
R&D Expense

$25.5M

No prior period
Stock-Based Comp

$22.9M

Previous: $21.2M+8.3%

Revenue & EPS history

SiTime · Revenue · Quarterly

$43.9M

Q2 2024+58.2%vs Q2 2023
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Forward guidance

SiTime did not provide specific forward guidance in the provided earnings report. Therefore, I cannot provide a summary of the forward guidance.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+5.5%

Avg return

Earnings day

+5.9%

Avg return

5 days after

+6.3%

Avg return

30 days after

68%

17 / 25 earnings

Positive

+34.4%

Q2 2021

Best reaction

-31.3%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+27.5%+35.9%+0.7%
Q4 2025+17.9%+18.9%-5.9%
Q3 2025+21.8%+9.9%+26.2%
Q1 2025+13.3%+23.0%+23.9%
Q4 2024-20.9%-25.1%-21.6%
Q3 2024+27.3%+21.5%+30.9%
Q2 2024+9.8%+13.2%+15.0%
Q1 2024+28.2%+27.8%+22.6%
Q4 2023-8.2%-17.7%-30.7%
Q3 2023+8.5%+8.8%+10.8%
Q2 2023+3.5%+3.9%-2.3%
Q1 2023-20.6%-20.0%-4.2%
Q4 2022+13.0%+8.5%+16.3%
Q3 2022-12.1%+1.7%+14.3%
Q2 2022-31.3%-27.8%-50.1%
Q1 2022-0.5%-10.7%+22.0%
Q4 2021-17.0%-18.5%-25.2%
Q3 2021+8.1%+8.6%+4.0%
Q2 2021+34.4%+39.3%+63.2%
Q1 2021+1.2%+0.1%+5.6%
Q4 2020-2.7%+3.8%-27.7%
Q3 2020+4.3%+3.8%+13.3%
Q2 2020+7.6%+10.9%+21.1%
Q1 2020+10.5%+12.9%+48.7%
Q4 2019+13.2%+15.1%-12.5%
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018

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