Earnings Call Summary | Silicon Laboratories(SLAB.US) Q1 2024 Earnings Conference
Earnings Call Summary | Silicon Laboratories(SLAB.US) Q1 2024 Earnings Conference
The following is a summary of the Silicon Laboratories Inc. (SLAB) Q1 2024 Earnings Call Transcript:
以下是硅實驗室公司（SLAB）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Silicon Laboratories Inc. saw a Q1 revenue of $106 million, marking an increase of 23% sequentially.
Home & Life revenue showed a significant rise of 51% sequentially to total $41 million, Industrial and Commercial business revenue noted a 9% sequential increase at $65 million.
The Non-GAAP gross margin for the first quarter was maintained at 52%; however, it was notably impacted by customer mix and the implications of fixed costs over reduced revenue levels.
Non-GAAP operating expenses totalled $94 million, a figure better than anticipated due to slower hiring and decreased spending.
Non-GAAP loss per share was higher than expected at $0.92 for Q1.
The company expects to see an improved Non-GAAP gross margin of approximately 53% in Q2, with the non-GAAP loss per share estimated to fall between $0.58 and $0.70.
硅實驗室公司第一季度收入爲1.06億美元，環比增長23％。
家居與人壽收入環比大幅增長51％，達到4100萬美元，工商業務收入連續增長9％，達到6,500萬美元。
第一季度的非公認會計准則毛利率維持在52％；但是，它受到客戶組合以及固定成本對收入水平下降的影響的顯著影響。
非公認會計准則運營支出總額爲9400萬美元，這一數字好於預期，這是由於招聘放緩和支出減少所致。
第一季度非公認會計准則每股虧損高於預期，爲0.92美元。
該公司預計，第二季度非公認會計准則毛利率將提高約53％，非公認會計准則每股虧損估計將在0.58美元至0.70美元之間。
Business Progress:
業務進展：
Significant strides have been made in Home & Life markets through contributions from initiatives such as matter-enabled ecosystems and connected health.
Notably, Silicon Laboratories has secured valuable partnerships with 24 out of the 26 major ISPs in North America and Europe.
The company has succeeded in securing a design win with a leading hot water heater manufacturer in North America for their Amazon Sidewalk-enabled wi-fi dual band solution.
They're experiencing expansion in the Asia Pacific region with their continuous Glucose Monitoring Solution.
The outlook is focused on developing in areas of IoT, smart homes and secure wireless development to reinforce their long-term growth and scalability.
The planned sampling of Series 3 to Alpha customers in Q2, with industry-leading wireless performance on a multi-radio platform, demonstrates progress in their product roadmap.
The company made notable leadership appointments with Bob Conrad as SVP of Worldwide Operations and Radhika Chennakeshavula as the new Chief Information Officer.
An expected growth trajectory in all sectors throughout 2024 has been predicted. Despite ongoing inventory destocking and variant progress in different units, projections suggest overall progression.
通過物質驅動的生態系統和互聯健康等舉措的貢獻，家居與生活市場取得了長足的進步。
值得注意的是，硅實驗室已與北美和歐洲26家主要互聯網服務提供商中的24家建立了寶貴的合作伙伴關係。
該公司憑藉其支持亞馬遜 Sidewalk 的 Wi-Fi 雙頻段解決方案，成功贏得了北美一家領先的熱水器製造商的設計勝利。
他們正在通過持續的血糖監測解決方案在亞太地區進行擴張。
展望側重於物聯網、智能家居和安全無線開發領域的發展，以加強其長期增長和可擴展性。
計劃在第二季度向Alpha客戶進行Series 3抽樣，其在多無線電平台上具有行業領先的無線性能，這表明了其產品路線圖的進展。
該公司做出了重要的領導任命，鮑勃·康拉德擔任全球運營高級副總裁，拉迪卡·欽納克沙武拉擔任新任首席信息官。
已經預測了整個2024年所有行業的預期增長軌跡。儘管庫存持續減少，不同單位的變量也有所改善，但預測表明總體進展情況。
More details: Silicon Laboratories IR
更多詳情： 硅實驗室 IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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譯文內容由第三人軟體翻譯。