Silicom Ltd Stock Price, News & Analysis

Silicom Ltd. (NASDAQ: SILC) has secured a significant design win from an application delivery market leader for its FPGA Smart Card technology. The card will be used for SSL hardware acceleration and Post-Quantum Cryptography (PQC) encryption/decryption offload. The deal is expected to generate $2 million in annual revenue at full ramp-up throughout 2026.

The customer selected Silicom based on its advanced FPGA-based Smart Card features and proven track record. Additionally, discussions are underway for a potential larger deal involving a next-generation Silicom platform. This marks the second major technology company to adopt Silicom's PQC-ready FPGA smart card in recent months.

Silicom Ltd. (NASDAQ: SILC) has secured a significant design win from a leading network optimization vendor. The customer has selected Silicom's Edge systems as platforms for their next-generation appliances. Following a ramp-up period, this deal is expected to increase annual sales to approximately $4 million with this particular customer.

The expansion builds upon an existing partnership that began with networking cards and grew to include FPGA smart cards. The customer's selection of Silicom's Edge Systems demonstrates the company's success in expanding its product portfolio and strengthening customer relationships. Additional opportunities are being discussed, including an innovative Edge system that could further expand the partnership.

Silicom Ltd. (NASDAQ: SILC) reported its Q2 2025 financial results with revenues of $15.0 million, up from $14.5 million in Q2 2024. The company posted a GAAP net loss of $3.3 million ($0.59 per share) and a non-GAAP net loss of $2.0 million ($0.35 per share).

For H1 2025, revenues reached $29.4 million with a GAAP net loss of $6.1 million. Management projects Q3 2025 revenues between $15-16 million with low single-digit growth for 2025, expecting double-digit growth from 2026. The company secured 5 major Design Wins year-to-date, approaching their 2025 target of 7-9 wins. Management forecasts reaching $150-160 million in revenue with EPS above $3 in the coming years.

Silicom Ltd. (NASDAQ: SILC) has secured its first Design Win with a US-based provider of Edge-based networking solutions. The company will supply an advanced Edge device customized for multi-site business solutions, with deployments starting by end of 2025. The initial projected annual run rate is $1 million, expected to reach full ramp-up in 2026.

The customer is pursuing several additional projects using the same Silicom Edge device, each potentially worth $1 million or more in annual revenues. Additionally, discussions are ongoing for another customized Edge product that could generate several million dollars in yearly sales.

Silicom Ltd. (NASDAQ: SILC), a provider of high-performance server/appliances networking solutions, has scheduled its second quarter 2025 financial results release for Thursday, July 31, 2025. The company will host a conference call at 9:00 AM Eastern Time on the same day to discuss the results and address investor questions.

The earnings call will be accessible via webcast through Silicom's website or by telephone using provided dial-in numbers for US, Israel, and international callers. A replay of the call will be available for three months following the live event on the company's website.

Silicom Ltd. (NASDAQ: SILC) has secured a significant $4 million per year FPGA Smart NIC design win from a new Fortune 500 cloud-based service provider in North America. After a year-long technical evaluation, the customer selected Silicom's card, which will be customized to meet specific requirements. Initial deliveries are scheduled for late 2025, with production ramping up through 2026. The company's CEO, Liron Eizenman, highlighted that the win demonstrates their technology's performance edge and mentioned potential opportunities for additional component and system supplies for worldwide deployment. The customer plans to use Silicom's solution to maintain top-tier service amid increasing data volumes and security risks.

Silicom (NASDAQ: SILC) reported its Q1 2025 financial results with revenues of $14.4 million, unchanged from Q1 2024. The company posted a GAAP net loss of $2.8 million ($0.49 per share), improving from a $3.4 million loss in Q1 2024. Non-GAAP net loss was $2.1 million ($0.37 per share).

The company secured three new Design Wins from existing customers in cybersecurity and network testing sectors. Management projects Q2 2026 revenues between $14.5-15.5 million, expecting low single-digit growth for 2025 and double-digit growth starting 2026. Long-term guidance targets EPS above $3 on revenues of $150-160 million.

Silicom (NASDAQ: SILC) has secured a significant deal with a major US-based global network testing equipment provider. The customer has selected Silicom's 100 gigabit Network Interface Cards (NICs) for their next-generation platform, expanding their existing relationship to include both cards and systems.

The customer has placed an initial order for New Product Introduction needs, with mass deployment expected in early 2026. At full ramp-up, this engagement is projected to generate $2.5 million in annual revenue. The deal positions Silicom to participate in the majority of the client's future hardware tenders.

Silicom (NASDAQ: SILC), a provider of high-performance server/appliances networking solutions, has scheduled its first quarter 2025 financial results release for Monday, April 28, 2025. The company will host a conference call at 9:00 AM Eastern Time on the same day.

Investors can participate through a webcast link on Silicom's website or via telephone dial-in. Management will review the results and answer investor questions after prepared remarks. The conference call can be accessed through multiple telephone numbers, including US (1 866 860 9642) and Israel (03 918 0609).

A replay of the call will be available for three months following the event under the investor relations' webcast section of Silicom's website.