SiTime (SITM) Stock Jumps After Q3 2025 Beat; Company Guides Q4 Revenue to $100–$103M on AI Data‑Center Demand
By the numbers: Q3 2025 results “AI growth powered milestone revenue of $83.6 million in the third quarter,” CEO Rajesh Vashist said, citing adoption of high‑performance precision timing in data‑center and communications markets. GlobeNewswire What powered the beat Management highlighted surging AI infrastructure demand. In Q3, CED revenue grew ~115% YoY and represented ~51% of total revenue; Automotive/Industrial/Defense contributed ~24%, and Mobile/IoT/Consumer ~25% (with one large consumer customer at ~$15.3M). Investing.com Guidance: a step‑function higher for Q4 For the December quarter, SiTime guided to $100–$103M in revenue, 60.0–60.5% gross margin, and non‑GAAP EPS of roughly $1.16–$1.21 on ~27M diluted shares.
