Silicon Laboratories Inc. reported significant financial challenges in its latest 10-Q filing for the third quarter of fiscal 2024, ending September 28, 2024. The company experienced a notable decline in revenues, with total revenues of $166.4 million for the quarter, down 18.4% from $203.8 million in the same period of the previous year. For the nine months ended September 28, 2024, revenues totaled $418.1 million, a decrease of 39.9% compared to $695.4 million for the nine months ended September 30, 2023. This decline was primarily attributed to reduced sales in the Industrial & Commercial and Home & Life product categories.

Gross profit also fell sharply, with a gross profit of $90.3 million for the third quarter, down from $119.0 million year-over-year. The gross margin decreased to 54.3%, compared to 58.4% in the prior year. Operating losses were reported at $(29.7) million for the quarter, contrasting with an operating income of $12.2 million in Q3 2023. For the nine-month period, the operating loss was $(136.9) million, compared to an operating income of $49.0 million in the previous year.

The company reported a net loss of $(28.5) million for the third quarter, leading to a basic earnings per share (EPS) of $(0.88), compared to a net income of $10.3 million and an EPS of $0.33 in Q3 2023. For the nine months, the net loss was $(167.2) million, with a basic EPS of $(5.21), down from a net income of $35.3 million and an EPS of $1.11 in the prior year.

Silicon Laboratories' cash and cash equivalents increased to $303.1 million as of September 28, 2024, up from $227.5 million at the end of 2023. However, total current assets decreased to $614.1 million from $737.9 million, and total assets fell to $1.25 billion from $1.44 billion. The company also implemented a workforce reduction of approximately 10% in Q4 2023 to align with market conditions, resulting in restructuring charges of $0.9 million recognized in operating expenses.

The company cited macroeconomic factors such as inflation, high interest rates, and geopolitical tensions as contributing to the revenue declines. Despite these challenges, there were sequential improvements in revenues during fiscal 2024. The company continues to focus on its core markets, including IoT and industrial automation, while managing risks associated with supply chain disruptions and competitive pressures in the semiconductor industry.

About SILICON LABORATORIES INC.

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