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    Jeff Hopson • Needham & Company

    Jeffrey Hopson is an Equity Research Associate at Needham & Company, specializing in providing research coverage for technology and growth-oriented companies. With prior experience as an Equity Research Analyst at Martin Investment Management, LLC, he brings a strong analytical background to his current role, although specific performance metrics and rankings are not yet prominently published given his relatively recent move to buy-side and sell-side research. Jeff joined Needham & Company in August 2023 and has prior experience in investment management since at least March 2022. He holds active FINRA registration as a Broker (CRD#: 7797792), demonstrating his compliance with industry licensing and professional standards.

    Jeff Hopson's questions to Silicom Ltd (SILC) leadership

    Jeff Hopson's questions to Silicom Ltd (SILC) leadership • Q4 2024

    Question

    Jeff Hopson, on behalf of Ryan Koontz, inquired about the typical contract length for design wins, Silicom's underlying competitive advantages, and anticipated R&D spending for 2025. He also asked about gross margin variability across opportunity segments and the maturity of AI technology at the network edge.

    Answer

    Executive Eran Gilad stated that design win contracts typically last 4-5 years. He highlighted Silicom's competitive edge, stemming from being first-to-market with new technologies, providing full software and supply chain solutions, and offering an integrated product portfolio. He also noted that no dramatic increases in R&D spending are expected. Executive Liron Eizenman added that while individual product margins vary, the overall company gross margin is expected to remain in the 27% to 32% range. He also characterized AI at the edge as being at a proof-of-concept stage, with current AI-related revenue coming indirectly through data center customers.

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