Atlas Research Note

SiTime Q3 2026: First Quarter With Renesas Timing, and a $1 Billion Run Rate

Ben Bajarin · November 5, 2026

Creative Strategies earnings read | November 5, 2026 | SiTime third-quarter 2026 results and conference call, November 4, 2026 SiTime grew revenue 257% from a year ago to $298.7 million in its first full quarter with the Renesas Timing Products Division, beat the top of its guide, and guided the fourth quarter to $336 million at the midpoint. Non-GAAP gross margin was 70.7%, and management expects it to stay around 70%. Operating view: This was the first quarter with the Renesas timing business (TPD) inside SiTime, and both halves did better than planned.

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Notes

SiTime Q3 2026: First Quarter With Renesas Timing, and a $1 Billion Run Rate

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