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 $822.67M Est.
Business Outlook
"Our new programs with our flash maker customers are expected to further scale throughout this year as the move to increase outsourcing continues to build the foundation for the long-term revenue and profitability growth of our business," said Wallace Kou, President and CEO of Silicon Motion. "Our highly differentiated controller solutions for PCs and smartphones deliver high performance, higher density and lower cost solid state storage to enable cutting edge applications such as AI-at-the-edge. Despite the softness in the retail SSD market that is evident across the industry, we are confident that we can achieve our previous full-year outlook based on the ongoing strength of our growing NAND OEM business."
業務展望
“隨着外包增加的趨勢持續構建業務長期收入和盈利增長的基礎，我們與閃存製造商的新項目預計將在今年進一步擴大規模，”Silicon Motion總裁兼首席執行官Wallace Kou說。“我們爲個人電腦和智能手機提供高度差異化的控制器解決方案，可以提供高性能、更高密度和更低成本的固態存儲，以實現邊緣人工智能等尖端應用。儘管整個行業SSD零售市場存在困難，但我們仍然有信心根據我們日益壯大的存儲器OEM業務的持續強勁勢頭，實現之前的全年業績指引。”
For the third quarter of 2024, management expects:
2024年第三季度，管理層預計：
| ($ 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% |
| （以百萬美元計） | 通用會計原則(GAAP) | 非通用會計原則調整 | 非通用會計原則 |
| 營業收入 | 205至216美元 季環比-2.5%至+2.5% 同比增長19%至25% |
-- | 205至216美元 季環比-2.5%至+2.5% 同比增長19%至25% |
| 毛利率 | 46.0%至47.0% | 約0.1美元* | 46.0%至47.0% |
| 營業利潤率 | 10.7%至12.3% | 約6.4至7.4美元** | 14.3%至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 $7.4 million of stock-based compensation and dispute related expenses.
*預計毛利率（非通用會計原則）不包括10萬美元的股權獎勵。
**預計營業利潤率（非通用會計原則）不包括640萬至740萬美元的股權獎勵和爭議相關費用。
For the full year 2024, management expects:
2024年全年，管理層預計：
| ($ 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% |
| （以百萬美元計） | 通用會計原則(GAAP) | 非通用會計原則調整 | 非通用會計原則 |
| 營業收入 | 800至830美元 年同比增長25%至30% |
-- | 800美元至830美元 年同比增長25%至30% |
| 毛利率 | 45.9%至46.9% | 約0.6美元* | 46.0%至47.0% |
| 營業利潤率 | 10.9%至13.3% | 約29.0美元至31.0美元** | 14.8%至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GAAP）不包括60萬美元的股票酬勞和重組費用。
** 預計營業利潤率（非GAAP）不包括2900萬至3100萬美元的股票酬勞、爭端相關費用、重組費用和訴訟和解損失。
譯文內容由第三人軟體翻譯。