Silicon Motion Technology Sees Q3 Revenue $205M-$216M Vs $212.62M Est.; FY24 Revenue $800M-$830M Vs $822.67M Est.
Silicon Motion Technology Sees Q3 Revenue $205M-$216M Vs $212.62M Est.; FY24 Revenue $800M-$830M Vs $822.67M Est.
Business Outlook
"Our new programs with our flash maker customers are expected to further scale throughout this year as the move to increase outsourcing continues to build the foundation for the long-term revenue and profitability growth of our business," said Wallace Kou, President and CEO of Silicon Motion. "Our highly differentiated controller solutions for PCs and smartphones deliver high performance, higher density and lower cost solid state storage to enable cutting edge applications such as AI-at-the-edge. Despite the softness in the retail SSD market that is evident across the industry, we are confident that we can achieve our previous full-year outlook based on the ongoing strength of our growing NAND OEM business."
商業展望
Silicon Motion總裁兼首席執行官Wallace Kou表示：“隨着增加外包的舉措繼續爲我們業務的長期收入和盈利增長奠定基礎，我們與閃存製造商客戶的新計劃預計將在今年全年進一步擴展。”“我們針對個人電腦和智能手機的高度差異化控制器解決方案提供高性能、更高的密度和更低成本的固態存儲，以支持邊緣人工智能等尖端應用。儘管零售固態硬盤市場的疲軟態勢在整個行業中顯而易見，但我們有信心，在我們不斷增長的NAND OEM業務的持續實力基礎上，我們可以實現之前的全年展望。”
For the third quarter of 2024, management expects:
對於2024年第三季度，管理層預計：
| ($ in millions) | GAAP | Non-GAAP Adjustment | Non-GAAP |
| Revenue | $205 to $216 -2.5% to +2.5% Q/Q +19% to 25% Y/Y |
-- | $205 to $216 -2.5% to +2.5% Q/Q +19% to 25% Y/Y |
| Gross margin | 46.0% to 47.0% | Approximately $0.1* | 46.0% to 47.0% |
| Operating margin | 10.7% to 12.3% | Approximately $6.4 to $7.4** | 14.3% to 15.3% |
| （百萬美元） | GAAP | 非公認會計准則調整 | 非公認會計准則 |
| 收入 | 205 到 216 美元 季度/季度 -2.5% 至 +2.5% 同比增長19％至25％ |
-- | 205 到 216 美元 季度/季度 -2.5% 至 +2.5% 同比增長19％至25％ |
| 毛利率 | 46.0% 到 47.0% | 大約 0.1 美元* | 46.0% 到 47.0% |
| 營業利潤率 | 10.7% 到 12.3% | 大約 6.4 美元到 7.4 美元** | 14.3% 到 15.3% |
* Projected gross margin (non-GAAP) excludes $0.1 million of stock-based compensation.
** Projected operating margin (non-GAAP) excludes $6.4 million to $7.4 million of stock-based compensation and dispute related expenses.
* 預計毛利率（非公認會計准則）不包括10萬美元的股票薪酬。
** 預計營業利潤率（非公認會計准則）不包括640萬至740萬美元的股票薪酬和爭議相關費用。
For the full year 2024, management expects:
管理層預計，2024年全年：
| ($ in millions) | GAAP | Non-GAAP Adjustment | Non-GAAP |
| Revenue | $800 to $830 +25% to 30% Y/Y |
-- | $800 to $830 +25% to 30% Y/Y |
| Gross margin | 45.9% to 46.9% | Approximately $0.6* | 46.0% to 47.0% |
| Operating margin | 10.9% to 13.3% | Approximately $29.0 to $31.0** | 14.8% to 16.8% |
| （百萬美元） | GAAP | 非公認會計准則調整 | 非公認會計准則 |
| 收入 | 800 到 830 美元 同比增長 25% 至 30% |
-- | 800 到 830 美元 同比增長 25% 至 30% |
| 毛利率 | 45.9% 到 46.9% | 大約 0.6 美元* | 46.0% 到 47.0% |
| 營業利潤率 | 10.9% 到 13.3% | 大約 29.0 美元到 31.0 美元** | 14.8% 到 16.8% |
* Projected gross margin (non-GAAP) excludes $0.6 million of stock-based compensation and restructuring charge.
** Projected operating margin (non-GAAP) excludes $29.0 million to $31.0 million of stock-based compensation, dispute related expenses, restructuring charge and loss from settlement of litigation.
* 預計毛利率（非公認會計准則）不包括60萬美元的股票薪酬和重組費用。
** 預計營業利潤率（非公認會計准則）不包括2900萬至3,100萬美元的股票薪酬、爭議相關費用、重組費用和訴訟和解損失。