
Episode 6: Semiconductor Industry Earnings Review
The Circuit
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Silicon Labs Is the Poster Child for That Thing
Silicon Labs is the poster child for that thesis, right? Because Silicon Labs sold most of their non IOT business and they've been building this very complex, very full featured platform. They just crushed it at this, this quarter. Just a like huge, huge beat on revenue and EPS raised guidance way above the street. Um, did you have any other takeaways from arm? Cause interesting, I had a couple of calls from investors about trying to figure out or, or, or decipher kind of what, where the spin was on earnings,.
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