Silicom Awarded $3M Design Win from SASE Leader
Rhea-AI Summary
Silicom (NASDAQ: SILC) announced a Design Win from an existing, fast-growing SASE provider to use Silicom's Edge Networking system and a Silicom NIC for wired, 5G and WiFi connectivity. The customer placed initial orders of approximately $500,000 and plans to begin ramping orders in 2026. At full deployment the customer forecasts a run-rate of ~ $3 million per year, with additional upside if certain deals materialize. The companies are also discussing use of another Silicom platform, and Silicom highlighted ongoing relationships with several SASE leaders as a growth driver.
Positive
- Initial orders of approximately $500,000
- Customer forecast of ~$3 million annual run-rate at full deployment
- Ongoing discussions about deploying an additional Silicom platform
Negative
- Customer plans to ramp orders in 2026, delaying material revenue impact
- Projected run-rate includes conditional upside dependent on future deals
News Market Reaction 1 Alert
On the day this news was published, SILC gained 2.53%, reflecting a moderate positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
KFAR SAVA,
To date, the customer has placed initial orders totaling approximately
"Since we began working with this customer several years ago, SASE has become a major market force, and our customer has grown to become one of its leading players," commented Liron Eizenman, Silicom's CEO. "We are proud that they continue turning to us for key connectivity solutions, a testament to our wired and wireless expertise and the close relationship that we have built over the years."
Mr. Eizenman continued, "In fact, we are currently working with several SASE leaders, taking advantage of the synergy across our product lines to offer unique, out-of-the-box-thinking solutions. Having established such a strong base in this fast-developing market, we expect SASE to continue being an important driver of our growth."
About Silicom
Silicom Ltd. is an industry-leading provider of high-performance networking and data infrastructure solutions. Designed primarily to improve performance and efficiency in Cloud and Data Center environments, Silicom's solutions increase throughput, decrease latency and boost the performance of servers and networking appliances, the infrastructure backbone that enables advanced Cloud architectures and leading technologies like NFV, SD-WAN and Cyber Security. Our innovative solutions for high-density networking, high-speed fabric switching, offloading and acceleration, which utilize a range of cutting-edge silicon technologies as well as FPGA-based solutions, are ideal for scaling-up and scaling-out cloud infrastructures.
Silicom products are used by major Cloud players, service providers, telcos and OEMs as components of their infrastructure offerings, including both add-on adapters in the Data Center and stand-alone virtualized/universal CPE devices at the edge.
Silicom's long-term, trusted relationships with more than 200 customers throughout the world, its more than 400 active Design Wins and more than 300 product SKUs have made Silicom a "go-to" connectivity/performance partner of choice for technology leaders around the globe.
For more information, please visit: www.silicom.co.il
Statements in this press release which are not historical data are forward-looking statements which involve known and unknown risks, uncertainties, or other factors not under the company's control, which may cause actual results, performance, or achievements of the company to be materially different from the results, performance, or other expectations implied by these forward-looking statements. These factors include, but are not limited to, Silicom's increasing dependence for substantial revenue growth on a limited number of customers, the speed and extent to which Silicom's solutions are adopted by the relevant markets, difficulty in commercializing and marketing of Silicom's products and services, maintaining and protecting brand recognition, protection of intellectual property, competition, disruptions to its manufacturing, sales & marketing, development and customer support activities, the impact of the wars in
Further information about the company's businesses, including information about factors that could materially affect Silicom's results of operations and financial condition, are discussed in our Annual Report on Form 20-F and other documents filed by the Company and that may be subsequently filed by the company from time to time with the SEC. These forward-looking statements can generally be identified as such because the context of the statement will include words such as "expect," "should," "believe," "anticipate" or words of similar import. Similarly, statements that describe future plans, objectives or goals are also forward-looking statements. In light of significant risks and uncertainties inherent in forward-looking statements, the inclusion of such statements should not be regarded as a representation by the company that it will achieve such forward-looking statements. The company disclaims any duty to update such statements, whether as a result of new information, future events, or otherwise.
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SOURCE Silicom Ltd.
FAQ
What did Silicom (SILC) announce on October 28, 2025?
How large are the initial orders and expected run-rate for SILC's SASE customer?
When will SILC likely see meaningful revenue from the SASE Design Win?
Does the Silicom deal include additional product opportunities for SILC?
What connectivity solutions will Silicom supply to the SASE provider (SILC)?
