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Silicon Motion Technology Corporation (SIMO) Q1 2026 Earnings Call Transcript

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Q1: 2026-04-28 Earnings Summary

EPS of $1.58 beats by $0.28

 | Revenue of $342.11M (105.48% Y/Y) beats by $42.53M

Silicon Motion Technology Corporation (SIMO) Q1 2026 Earnings Call April 29, 2026 8:00 AM EDT

Company Participants

Thomas Andrew Sepenzis – Senior Director of Investor Relations and Strategy
Chia-Chang Kou – Founder, President, CEO, MD & Director
Jason Tsai – Chief Financial Officer

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Conference Call Participants

Neil Young – Needham & Company, LLC, Research Division
Amy Yang
Sujeeva De Silva – ROTH Capital Partners, LLC, Research Division
Gokul Hariharan – JPMorgan Chase & Co, Research Division
Sebastien Cyrus Naji – William Blair & Company L.L.C., Research Division
Hsin Yeh – Morgan Stanley, Research Division
Craig Ellis – B. Riley Securities, Inc., Research Division

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Presentation

Operator

Good day, and thank you for standing by. Welcome to the Silicon Motion Technology Corporation’s First Quarter 2026 Earnings Conference Call.

[Operator Instructions] Please be advised that today’s conference is being recorded. This conference call contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934 as amended. Such forward-looking statements include, without limitation, statements regarding trends in the semiconductor industry and our future results of operations, financial condition and business prospects. Although such statements are based on our own information and information from other sources we believe to be reliable, you should not place undue reliance on them.

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These statements involve risks and uncertainties, and actual market trends and our results may differ materially from those expressed or implied in these forward-looking statements for a variety of reasons. Potential risks and uncertainties include, but are not limited to, continued competitive pressure in the semiconductor industry and the effect of such pressure on prices, unpredictable changes in technology and consumer demand for multimedia consumer electronics, the state of and any change in our relationship with our major customers and changes in political, economic, legal and social conditions in Taiwan.

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