Silicom Ltd Stock Price, News & Analysis

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.

Silicom (NASDAQ: SILC) has secured a significant design win as a US-based cyber security company selects their latest Altera-based 400G FPGA Smart Card for a new network monitoring solution. The deal is expected to reach $3 million per year at full ramp-up, with initial deliveries scheduled for this year.

The selection follows extensive collaboration between both companies' teams to optimize product features and performance. The customer utilized Silicom's PacketMover framework to accelerate their market entry, leveraging its simplified approach to developing and integrating offload functions onto Silicom's FPGA cards.

This design win represents another milestone in Silicom's strategic growth plan, showcasing their capability as a 'full-service' supplier offering advanced technology solutions, customer collaboration, and rapid development capabilities.

Silicom (NASDAQ: SILC) reported Q4 2024 financial results with revenues of $14.5 million, down from $18.8 million in Q4 2023. The company posted a GAAP net loss of $4.4 million ($0.76 per share) compared to a $35.0 million loss in Q4 2023.

For full-year 2024, revenues declined to $58.1 million from $124.1 million in 2023, with a GAAP net loss of $12.0 million ($1.99 per share). The company generated $17.3 million in cash during 2024 and invested approximately $10 million to repurchase ~650,000 shares.

Looking ahead, management projects Q1 2025 revenues between $14-15 million, with low single-digit growth expected in 2025. The company anticipates strong double-digit growth starting from 2026, targeting EPS above $3 based on annual revenues of $150-160 million.

Silicom (NASDAQ: SILC) has secured a design win from a major US-based cyber security customer for an advanced Edge system. The customer projects reaching a full run-rate of approximately $2 million per year by the second half of 2025. The deal involves a customized version of Silicom's wireless connectivity-enabled Edge system with an integrated Network Interface Card.

The customer, which initially purchased network adapters from Silicom, has expanded its relationship to include complex Edge devices. The system will be implemented as the next generation of one of the customer's leading product lines. Discussions are ongoing regarding additional Silicom products for other product lines.

Silicom (NASDAQ: SILC), a provider of high-performance server/appliances networking solutions, has announced the scheduled release of its fourth quarter and full year 2024 financial results on Thursday, January 30, 2025. The company will host a conference call at 9:00 AM Eastern Time on the same day, where management will review and discuss the results and address investor questions.

Investors can participate either through a webcast link on Silicom's website (https://www.silicom-usa.com/webcasts/) or via telephone dial-in. The call will be accessible from the US (1 866 860 9642), Israel (03 918 0609), and internationally (+972 3 918 0609). A replay of the call will be available for three months following the live event on Silicom's website.

Silicom (NASDAQ: SILC) has secured a significant Design Win from a global networking and security-as-a-service leader, becoming their exclusive Edge Networking hardware provider. The deal, which emerged from discussions initiated a year ago, is expected to generate $3-4 million in annual revenue by 2026. The agreement includes several products, notably Silicom's newest Edge Networking solutions pre-integrated with Network Interface Cards.

Initial deliveries are scheduled to begin in the second half of 2025. The standardization of Silicom's Edge devices across all Edge deployment scenarios positions the company for additional Design Wins that could significantly boost annual sales. This development validates Silicom's renewed sales strategy and broad product portfolio.

Silicom (NASDAQ: SILC) reported Q3 2024 financial results with revenues of $14.8 million, down from $30.1 million in Q3 2023. The company posted a GAAP net loss of $2.6 million ($0.44 per share) compared to net income of $1.2 million in Q3 2023. For the first nine months of 2024, revenues were $43.6 million versus $105.4 million in 2023. The company generated $14 million in cash and spent $8.6 million on share repurchases. Management projects Q4 2024 revenues between $14-15 million, with low single-digit growth expected in 2025 and 20-30% compound annual growth rate from 2026.

Silicom (NASDAQ: SILC), a provider of high-performance server/appliances networking solutions, has announced the release of its third quarter 2024 results on Thursday, October 31, 2024. The company will host a conference call on the same day at 9:00am Eastern Time to review and discuss the results, as well as answer investor questions.

Investors can participate via a webcast link on Silicom's website or through a dial-in option. The webcast will be available under the investor relations' webcast section at https://www.silicom-usa.com/webcasts/. For those dialing in, the following numbers are provided: US: 1 866 860 9642, ISRAEL: 03 918 0609, INTERNATIONAL: +972 3 918 0609.

A replay of the call will be available for three months after the live call on Silicom's website.