Silicom

SILC

Market cap $108M

– Initial orders totaling over $1M are in hand: full ramp-up  expected to reach ~$2M/year – KFAR SAVA, Israel, Feb. 9, 2026 /PRNewswire/ -- (NASDAQ: SILC), a leading provider of networking and data infrastructure solutions, today announced that an existing customer, a Tier-1 cyber security leader, has selected one of its Edge systems as the platform for its next generation of a high-end product line. To date, initial orders of over $1M have been received for delivery in 2026, and quantities are expected to ramp to approximately $2 million per year.

Silicom Ltd. is showing revenue recovery, with Q4 and Q1 revenue growth at 17% and expectations for double-digit growth in 2026. SILC's path to profitability remains long; breakeven requires 50% revenue growth, likely taking 2–3 years at current rates. Gross margin and OpEx leverage are improving, but operating losses persist, and the company trades near liquidation value with $74M in cash.

Silicom Ltd. (SILC) Q4 2025 Earnings Call Transcript

- Ahead-of-plan performance of core business - - Pursuing venture-scale upside from exploding AI Interference, Post-Quantum Cryptography and White-Label Switching markets - KFAR SAVA, Israel, Jan. 29, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), a leading provider of high-performance networking and data infrastructure solutions, today reported its financial results for the fourth quarter and full year ended December 31, 2025.

KFAR SAVA, Israel, Jan. 6, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), a leading provider of networking and data infrastructure solutions, today announced that management will participate in the 28th Annual Needham Growth Conference being held on January 13-14 at the Lotte New York Palace Hotel.

- Expected annual revenues from customer raised from $3-4M to $8-10M - KFAR SAVA, Israel, Jan. 5, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), a leading provider of networking and data infrastructure solutions, today announced that the global networking and security-as-a-service leader that awarded it an initial Edge device Design Win in December 2024 has now decided to implement the Silicom Edge systems in multiple additional use cases.

- Conference Call Scheduled for Thursday, January 29, 2026 at 9:00am ET - KFAR SAVA, Israel, Jan. 5, 2026 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), an industry-leading provider of high-performance server/appliances networking solutions, announced today that it will be releasing its fourth quarter and full year 2025 results on Thursday, January 29, 2026.

Silicom Ltd. ( SILC ) Q3 2025 Earnings Call October 30, 2025 9:00 AM EDT Company Participants Kenny Green Liron Eizenman - President & CEO Eran Gilad - CFO & Company Secretary Conference Call Participants Ryan Koontz - Needham & Company, LLC, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by.

-  Strategic PQC-related and Edge design wins expected to lead to  double digit growth in 2026 and beyond - KFAR SAVA, Israel , Oct. 30, 2025 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), a leading provider of high-performance networking and data infrastructure solutions, today reported its financial results for the third quarter ended September 30, 2025.

KFAR SAVA, Israel , Oct. 28, 2025 /PRNewswire/ -- Silicom Ltd. (NASDAQ: SILC), a leading provider of networking and data infrastructure solutions, today announced that an existing customer, a leading provider of SASE (Secure Access Service Edge) solutions, has awarded it a Design Win.