Segment Information

The Company has one operating segment, mixed-signal analog intensive products, consisting of numerous product areas. The Company’s chief operating decision maker (“CODM”) is its Chief Executive Officer. The CODM allocates resources and assesses performance of the business and other activities at the operating segment level. The CODM assesses performance for the operating segment and decides how to allocate resources based on net loss that is also reported on the Consolidated Statement of Operations as Consolidated Net loss. The measure of segment assets is reported on the Consolidated Balance Sheets as Total assets.

The CODM uses net loss to evaluate income generated in deciding whether to reinvest profits into the segment or to use such profits for other purposes, such as for acquisitions or share repurchases. Net loss is used to monitor budget versus actual results. The CODM also uses net loss in competitive analyses by benchmarking to the Company’s competitors. The competitive analysis along with the monitoring of budget versus actual results are used in assessing performance of the segment, and in establishing management and variable compensation.

The Company groups its products into two categories, based on the target markets they address. See Note 13, Revenues, for a summary of the Company’s revenue by product category.

Revenue is attributed to a geographic area based on the shipped-to location. The following summarizes the Company’s revenue by geographic area (in thousands):


	Year Ended
	January 3, 2026		December 28, 2024		December 30, 2023
United States	$	68,524	$	56,493	$	92,550
China	257,103		188,169		219,741
Taiwan	130,547		77,430		90,382
Rest of world	328,590		262,294		379,585
Total	$	784,764	$	584,386	$	782,258

The CODM regularly reviews the Consolidated Statement of Operations and a disaggregation of operating expenses, of which the significant expenses are related to employee base compensation. The following summarizes the significant and other operating expenses:


	Year Ended
	January 3, 2026		December 28, 2024		December 30, 2023
Research and development:
Employee base compensation	$	130,979	$	123,716	$	124,850
Other research and development expenses (1)	222,267		208,509		212,894
Total research and development	$	353,246	$	332,225	$	337,744

Selling, general and administrative:
Employee base compensation	$	55,027	$	52,477	$	54,588
Other selling, general and administrative expenses (1)	119,251		92,976		92,408
Total selling, general and administrative	$	174,278	$	145,453	$	146,996

(1) Other research and development and selling, general and administrative expenses include other personnel-related expenses, outside services, software expense, depreciation, amortization, and other expenses.

The following summarizes the Company’s property and equipment, net by geographic area (in thousands):


	January 3, 2026		December 28, 2024
United States	$	106,706	$	107,612
Rest of world	21,937		24,524
Total	$	128,643	$	132,136

About Segments Disclosures

Segment disclosures break a company into its reportable operating units, revealing revenue, profit, and asset allocation that consolidated financial statements obscure. Under ASC 280, segments must match how the chief operating decision maker views the business, providing a window into internal management structure and resource allocation priorities.

Key signals: compare segment margins to identify which units drive profitability and which destroy value. Watch for changes in the number of reportable segments — segment aggregation or disaggregation often coincides with strategic shifts or attempts to obscure declining performance. Intersegment elimination patterns reveal internal pricing practices. The reconciliation between segment totals and consolidated figures exposes corporate overhead allocation and unallocated items. Geographic revenue concentration highlights regulatory and currency exposure. Compare segment-level capital expenditure against segment revenue to assess where management is investing for future growth versus harvesting existing assets.

SILICON LABORATORIES INC. Segments Disclosure

About Segments Disclosures

Other Available Disclosures