Earnings summaries and quarterly performance for SILICOM.
Executive leadership at SILICOM.
Board of directors at SILICOM.
Research analysts who have asked questions during SILICOM earnings calls.
Ryan Koontz
Needham & Company, LLC
3 questions for SILC
Also covers: AAOI, ADTN, ANET +27 more
Christopher Bornzan
D&B
1 question for SILC
Donald McKiernan
Landolt Securities
1 question for SILC
Jeff Meyers
Cobia Capital
1 question for SILC
Jeffrey Hopson
Needham & Company
1 question for SILC
Also covers: ANET, BLZE, CRWD +2 more
Recent press releases and 8-K filings for SILC.
Silicom Reports Q3 2025 Results and Provides Q4 2025 Guidance
SILC
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Silicom reported Q3 2025 revenues of $15.6 million, a 6% increase from Q3 2024, achieving a gross margin of 31.8%. The company recorded a net loss of $2.1 million and a loss per share of $0.36 for the quarter.
- The company secured eight major new design wins year-to-date 2025, surpassing the lower end of its full-year target of 7-9. These wins include significant deals with expected annual run rates of $4 million, $1 million, $3 million, and $2 million from specific customer engagements.
- For Q4 2025, Silicom expects revenues to be in the range of $15 million to $16 million.
- Management anticipates a return to double-digit revenue growth in 2026 and beyond, with a long-term objective of achieving EPS above $3 when revenues scale to the $150 million to $160 million range.
Oct 30, 2025, 1:00 PM
Silicom Ltd. Announces Q3 2025 Financial Results
SILC
Earnings
Guidance Update
Demand Weakening
- Silicom Ltd. reported Non-GAAP revenues of $15.6 million and a diluted EPS of $(0.36) for Q3 2025, contributing to Q1-Q3 2025 revenues of $45.0 million and diluted EPS of $(1.08).
- As of September 30, 2025, the company maintains a strong balance sheet with $75.8 million in Cash & Cash Equivalents, $93.0 million in Working Capital, and no debt.
- The strategic plan aims to achieve EPS of $3+ as revenues return to $150-160 million, targeting double-digit annual growth rates starting in 2026.
- Silicom is a leading provider of Data Center & Edge Computing solutions, with its largest market segments being Cyber Security (34%) and Platforms/Infrastructure (32%), primarily serving North America (75%).
Oct 30, 2025, 1:00 PM
Silicom Reports Q3 2025 Results and Provides Q4 2025 Guidance
SILC
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Silicom reported Q3 2025 revenues of $15.6 million, an increase from $14.8 million in Q3 2024. The GAAP net loss for the quarter was $2.8 million, or $0.49 per ordinary share, while the non-GAAP net loss was $2.1 million, or $0.36 per ordinary share.
- For the first nine months of 2025, revenues totaled $45.0 million, with a GAAP net loss of $8.9 million, or $1.57 per ordinary share.
- Management projects Q4 2025 revenues to be in the range of $15 million to $16 million.
- The company expects double-digit growth in 2026 and beyond, targeting an EPS above $3 on annual revenues of $150 million to $160 million, supported by eight Design Wins achieved in 2025, including PQC-related and Edge-related solutions.
Oct 30, 2025, 12:00 PM
Silicom awarded $3M Design Win from SASE leader
SILC
New Projects/Investments
Revenue Acceleration/Inflection
- Silicom Ltd. was awarded a Design Win valued at a forecasted run-rate of approximately $3 million per year from an existing, leading SASE (Secure Access Service Edge) customer.
- The customer has placed initial orders totaling approximately $500,000 and plans to begin ramping up orders in 2026.
- This Design Win involves Silicom's Edge Networking system combined with a Network Interface Card (NIC) to provide wired, 5G, and WiFi connectivity.
Oct 28, 2025, 12:15 PM
Silicom Awarded Design Win for Cryptography Hardware Acceleration Solution
SILC
New Projects/Investments
Revenue Acceleration/Inflection
- Silicom Ltd. announced a Design Win from an application delivery market leader for an advanced FPGA Smart Card.
- The customer will utilize Silicom's card for SSL hardware acceleration and Post-Quantum Cryptography (PQC) encryption/decryption offload.
- This Design Win is projected to generate $2 million per year in revenue at full ramp-up, which is scheduled to build throughout 2026.
- Silicom is also engaged in discussions with the same customer regarding a next-generation platform, which holds significantly larger potential than the current Design Win.
Sep 29, 2025, 12:15 PM
Silicom Ltd Reports Q1 2025 Financial, Operational & Guidance Results
SILC
Earnings
Revenue Acceleration/Inflection
Guidance Update
Share Buyback
- Q1 2025 Financials: Reported revenues of $14.4 million, gross profit of $4.4 million; GAAP net loss of $2.8 million ($0.49/share) and non‑GAAP net loss of $2.1 million ($0.37/share)
- Guidance & Future Growth: Q2 revenue projected between $14.5 million and $15.5 million with expectations of low single‑digit growth in 2025 transitioning to double‑digit growth from 2026 ; long‑term targets of $150–160 million in revenue and EPS above $3
- Strategic Focus: Emphasizing core product lines in Edge Systems, Smart NICs, and FPGAs
- Balance Sheet Strength: Holding $119 million in working capital and marketable securities, including $77 million in cash
- Operational Wins: Achieved 3 design wins with key U.S. cybersecurity and network testing companies, building a robust pipeline
- Share Buyback: Repurchased over 700,000 shares over the past 5 quarters (with fewer than 100,000 shares in Q1) and approximately $8 million remaining in the buyback program
Apr 28, 2025, 1:00 PM
Silicom Partners with Eideticom on Cryptographic Solutions
SILC
Product Launch
New Projects/Investments
- Silicom Ltd. announced a strategic partnership with Eideticom to jointly develop an advanced cryptographic and compression solutions suite, leveraging Silicom’s FPGA-based platforms and Eideticom’s NoLoad® technology.
- The integrated solution, based on Altera’s Agilex™ 7 FPGAs, is designed to enhance network, data center, telecommunications, storage, and edge computing security, and to address both current and post-quantum cryptography demands.
- The announcement was made on April 24, 2025, demonstrating the company's commitment to innovation in high-performance networking infrastructure.
Apr 24, 2025, 12:00 AM
SILICOM Ltd Selected for Next-Generation Network Solution
SILC
Product Launch
New Projects/Investments
- Global network test equipment giant selects Silicom's high-speed 100 gigabit NICs for its next-generation platform, confirming strong demand for its advanced networking solutions.
- The customer has initiated an order for New Product Introduction with mass deployment expected in early 2026, potentially growing annual business to $2.5 million.
Apr 17, 2025, 12:00 AM
Silicom Announces Q1 2025 Results Release
SILC
Earnings
- Silicom Ltd. (NASDAQ: SILC) will release its First Quarter 2025 results on April 28, 2025 with a conference call scheduled for 9:00 AM ET.
- The release provides webcast and dial-in details for U.S., Israel, and international participants, with a replay available for three months.
- This announcement is issued via a Form 6-K for April 2025, formally communicating the upcoming results release.
Apr 1, 2025, 12:00 AM
Silicom Ltd. Announces 2024 Consolidated Financial Results
SILC
Earnings
Share Buyback
Demand Weakening
- Independent auditors confirmed that the consolidated financial statements as of December 31, 2024, fairly present the Company's financial position, with effective internal controls over financial reporting.
- Revenue performance declined sharply in 2024, with sales dropping to US$ 58,114K from US$ 124,131K in 2023 due to excess customer inventory and reduced activity, impacting net income.
- Liquidity remains strong with working capital of US$ 114,698K and cash & cash equivalents of US$ 51,283K as of December 31, 2024, supported by positive operating cash flows.
Mar 17, 2025, 12:00 AM
Quarterly earnings call transcripts for SILICOM.