Silicom Reports Q4 and Full Year 2025 Results

Rhea-AI Summary

Silicom (NASDAQ: SILC) reported Q4 2025 revenue of $16.9M (+17% YoY) and full-year 2025 revenue of $61.9M (+7% YoY). GAAP net loss was $2.5M for Q4 and $11.5M for FY 2025; non-GAAP net loss was $1.9M Q4 and $8.1M FY.

Management guided Q1 2026 revenue to $16.5M–$17.5M (mid-range ~18% YoY) and highlighted 8 new Design Wins in 2025, plus upside opportunities in AI inference, post-quantum cryptography and white-label switching.

Positive

• Q4 revenue growth of 17% YoY to $16.9M
• Full-year revenue increase of 7% YoY to $61.9M
• GAAP net loss improved ~16% YoY for 2025 (from $13.7M to $11.5M)
• Management guidance targeting ~18% YoY revenue growth for Q1 2026 (mid-range)

Negative

• Company remains unprofitable with $11.5M GAAP net loss for 2025
• Non-GAAP net loss of $8.1M for 2025 indicates continued operating losses
• Customer concentration risk: one customer now a $8–10M/year account (~13–16% of 2025 revenue)

News Market Reaction

+28.62% 18.1x vol

36 alerts

+28.62% News Effect

+36.6% Peak in 6 hr 15 min

+$29M Valuation Impact

$130M Market Cap

18.1x Rel. Volume

On the day this news was published, SILC gained 28.62%, reflecting a significant positive market reaction. Argus tracked a peak move of +36.6% during that session. Our momentum scanner triggered 36 alerts that day, indicating elevated trading interest and price volatility. This price movement added approximately $29M to the company's valuation, bringing the market cap to $130M at that time. Trading volume was exceptionally heavy at 18.1x the daily average, suggesting very strong buying interest.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Q4 2025 revenue: $16.9M Q4 2025 GAAP net loss: $2.5M ($0.44/share) Q4 2025 non-GAAP net loss: $1.9M ($0.34/share) +5 more

8 metrics

Q4 2025 revenue $16.9M Fourth quarter 2025, vs. $14.5M in Q4 2024

Q4 2025 GAAP net loss $2.5M ($0.44/share) Fourth quarter 2025, vs. $6.1M ($1.05/share) prior year

Q4 2025 non-GAAP net loss $1.9M ($0.34/share) Fourth quarter 2025, vs. $5.1M ($0.87/share) prior year

Full-year 2025 revenue $61.9M Full year 2025, vs. $58.1M in 2024

Full-year 2025 GAAP net loss $11.5M ($2.01/share) Full year 2025, vs. $13.7M ($2.28/share) in 2024

Full-year 2025 non-GAAP net loss $8.1M ($1.41/share) Full year 2025, vs. $10.0M ($1.66/share) in 2024

Q1 2026 revenue guidance $16.5M–$17.5M Management outlook implying 18% mid-point growth vs. prior year

2025 Design Wins 8 wins Full-year 2025, with expectation of 7–9 new wins in 2026

Market Reality Check

Price: $20.20 Vol: Volume 60,201 is 1.42x it...

normal vol

$20.20 Last Close

Volume Volume 60,201 is 1.42x its 20-day average of 42,516, indicating elevated trading ahead of/around the release. normal

Technical Shares at $15.06 are trading below the 200-day MA of $15.62 and sit between the 52-week high of $19.36 and low of $12.44.

Peers on Argus

SILC fell 5.04% with heavier volume, while peers AMPG (-1.78%), CMTL (-2%), OCC ...

SILC fell 5.04% with heavier volume, while peers AMPG (-1.78%), CMTL (-2%), OCC (-9.91%), LTRX (-11.93%) and CRNT (-1.72%) also declined, pointing to broader pressure in communication equipment names.

Previous Earnings Reports

5 past events · Latest: Jan 05 (Neutral)

Same Type Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 05	Earnings release timing	Neutral	+6.7%	Announcement of Q4 and full-year 2025 release date and earnings call details.
Oct 30	Quarterly results	Negative	-14.3%	Q3 2025 results with continued losses despite revenue growth and updated guidance.
Sep 30	Earnings release timing	Neutral	+1.9%	Scheduling of Q3 2025 results release and related conference call logistics.
Jul 31	Quarterly results	Neutral	+7.6%	Q2 2025 results with higher revenue, ongoing losses and guidance for modest 2025 growth.
Jul 01	Earnings release timing	Neutral	-0.2%	Announcement of Q2 2025 results release date and conference call information.

Pattern Detected

Earnings-related headlines have often produced sizable moves, with an average absolute move of 6.13% and both positive and negative reactions depending on the specific update.

Recent Company History

Over the past few quarters, Silicom’s earnings cycle combined operational updates with forward-looking targets. Q2 and Q3 2025 results showed modest revenue growth but continuing GAAP and non-GAAP losses, alongside guidance for improving growth and multiple Design Wins. Scheduling releases for Q2, Q3 and full-year results regularly came with conference calls. The current Q4 and full-year 2025 report continues this pattern of revenue growth and narrowed losses, plus reiterated expectations for double‑digit growth in 2026.

Historical Comparison

earnings

+6.1 %

Average Historical Move

Historical Analysis

In the past year, SILC’s earnings-related headlines moved the stock by an average of 6.13%. Today’s -5.04% reaction to Q4 and full-year 2025 results falls within that historical volatility range for earnings news.

Typical Pattern

Recent earnings updates show steady revenue growth with persistent but narrowing losses, repeated guidance for double‑digit growth from 2026, and ongoing Design Wins that management links to a longer-term revenue and EPS expansion framework.

Market Pulse Summary

The stock surged +28.6% in the session following this news. A strong positive reaction aligns with h...

Analysis

The stock surged +28.6% in the session following this news. A strong positive reaction aligns with how SILC’s earnings-related headlines have historically produced sizable moves, with average changes around 6.13%. The combination of $16.9M in Q4 revenue, narrowed GAAP and non-GAAP losses, and Q1 2026 guidance of $16.5–$17.5M could justify enthusiasm. However, prior quarters still showed losses, so any sharp upside move could face consolidation if growth or margin trends disappoint in later updates.

Key Terms

ai inference, post-quantum cryptography, white-label switching, fpga-based, +4 more

8 terms

ai inference technical

"AI Inference: AI investments are currently shifting from training to inference, creating"

AI inference is the step where a trained artificial intelligence model uses its learned patterns to analyze new data and produce an output — for example, predicting a stock trend, flagging a medical image, or generating text, much like using a recipe to cook a meal. It matters to investors because inference determines real-world performance, speed, and cost of AI features, affects user experience and scalability, and influences operating expenses, regulatory compliance, and competitive advantage.

post-quantum cryptography technical

"Post-Quantum Cryptography (PQC): Although quantum computers will not be widely"

Post-quantum cryptography is a set of new methods for scrambling data so it stays secure even if powerful quantum computers exist; think of replacing today’s locks with designs that a future high‑speed lockpicker cannot open. For investors, it matters because companies must upgrade systems, meet regulations, and protect customer and trade data—creating costs, competitive advantages, or legal and reputational risks depending on how quickly and effectively they adopt these new security standards.

white-label switching technical

"White-Label Switching: as a leading supplier of white-label Edge, SD-WAN, and SASE"

White-label switching is the process where a business replaces one behind-the-scenes supplier of a product or service that carries the buyer’s brand with a different supplier or an in-house solution, while customers keep seeing the same brand. Think of it like changing the engine under a car’s hood without changing the car’s paint: it can alter costs, reliability and profit margins. Investors care because such switches can affect recurring revenue, integration costs, customer retention and the company’s long-term margin profile.

fpga-based technical

"Edge systems, Smart NICs and FPGA-based adapters. Many of our global customers"

FPGA-based means a product or system uses a field-programmable gate array (FPGA), a type of chip that can be reconfigured after manufacture to perform different computing tasks. Think of it like a toolbox whose tools can be rearranged for new jobs: this gives companies flexibility to add features, fix bugs, or optimize performance without replacing hardware. For investors, FPGA-based designs can speed time-to-market, reduce long-term upgrade costs, and affect margins and supply risks compared with fixed-purpose chips.

smart nic technical

"core solutions: Edge systems, Smart NICs and FPGA-based adapters."

A smart NIC is a network interface card with its own processor and memory that takes over routine data-moving, security and encryption tasks from a server’s main CPU, like a co-pilot handling background chores so the pilot can focus on flying. For investors, smart NICs can lower cloud and data-center operating costs, improve performance for network-heavy workloads, and enable new service offerings, making suppliers or users potentially more efficient and competitive.

sase technical

"white-label Edge, SD-WAN, and SASE platforms with proprietary IP building"

SASE, or Secure Access Service Edge, is a modern technology that combines network security and access management into a single, cloud-based service. It ensures that users can safely connect to company resources from anywhere, much like having a secure, virtual gatekeeper that protects digital information. For investors, SASE matters because it reflects how organizations are adopting advanced security measures to support flexible, remote work environments and protect valuable data.

non-gaap financial measures financial

"Non-GAAP Financial MeasuresThis release, including the financial tables below,"

Non-GAAP financial measures are numbers companies use to show their financial performance that exclude certain expenses or income. They help investors see how the company might perform without one-time costs or other unusual items, giving a different perspective from official reports. However, since they can be adjusted, they don’t always tell the full story and should be looked at alongside standard financial figures.

rsus financial

"exclude compensation expenses in respect of options and RSUs granted to directors,"

RSUs, or restricted stock units, are a form of company shares given to employees as part of their compensation. They are typically awarded with certain restrictions, such as a waiting period before they can be fully owned or sold, similar to earning a gift that becomes fully yours over time. For investors, RSUs can impact a company's stock offerings and reflect how much the company relies on stock-based incentives to attract and retain talent.

AI-generated analysis. Not financial advice.

- 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.

Financial Results

Fourth quarter: Silicom's revenues for the fourth quarter of 2025 totalled $16.9 million, a 17% increase compared with $14.5 million for the fourth quarter of 2024.

On a GAAP basis, the company's net loss for the quarter was $2.5 million, or $0.44 per ordinary share (basic and diluted), compared with $6.1 million, or $1.05 per ordinary share (basic and diluted), for the fourth quarter of 2024.

On a non-GAAP basis (as described and reconciled below), net loss for the quarter totalled $1.9 million, or $0.34 per ordinary share (basic and diluted), compared with $5.1 million, or $0.87 per ordinary share (basic and diluted) for the fourth quarter of 2024.

Full year 2025: Silicom's revenues for 2025 were $61.9 million, an increase of 7% compared with $58.1 million for 2024.

On a GAAP basis, net loss for the year totalled $11.5 million, or $2.01 per ordinary share (basic and diluted), compared with $13.7 million, or $2.28 per ordinary share (basic and diluted), for 2024.

On a non-GAAP basis (as described and reconciled below), net loss for the year totalled $8.1 million, or $1.41 per ordinary share (basic and diluted), compared with $10.0 million, or $1.66 per ordinary share (basic and diluted), for 2024.

Guidance

Management projects that revenues for the first quarter of 2026 will range from $16.5 million to $17.5 million, representing 18% growth year-over-year in the mid-range of the guidance. This affirms the Company's expectation of generating double digit annual growth in 2026. 

Comments of Management  

Liron Eizenman, Silicom's President and CEO, commented, "We are pleased to report better-than-projected growth for 2025 as a whole, with on-track Design Win momentum and 17% year-over-year growth for the fourth quarter. We achieved 8 new Design Wins during the year while continuing to expand the pipeline for our core solutions: Edge systems, Smart NICs and FPGA-based adapters. Many of our global customers continued to bring us new opportunities: for example, a global security-as-a-service giant recently doubled its business with us after just one year of cooperation, becoming an $8-10 million-per-year customer. In the year ahead, we expect to achieve 7-9 new Design Wins along with double-digit growth."  

Mr. Eizenman continued, "In parallel, we are extremely excited about three tectonic shifts currently underway in the technology infrastructure market that leverage our core expertise, capabilities, IP and customer base, offering us venture upside potential.

• AI Inference: AI investments are currently shifting from training to inference, creating a total addressable market for hardware-based AI inference solutions that will top $80+ billion by 2030. This explosive market's need for our bottleneck-busting networking solutions is a massive incremental opportunity for Silicom, and we are already moving strongly to address it. One of our customers is conducting a PoC utilizing our Inference-Optimized FPGA-based solution for a hyperscaler end-user, and we are developing a dedicated AI-NIC for another AI Inference leader. We have first orders in hand, follow-on PoCs in progress, and we are in advanced discussions with additional AI inference chip vendors.
• Post-Quantum Cryptography (PQC): Although quantum computers will not be widely deployed for several years, suppliers must plan now to defend against 'harvest now, decrypt later' attack strategies. Driven by security risk and regulatory pressure, the PQC market is expected to grow to $3+ billion by 2030, and Silicom is one of the only existing providers of mature, production-ready, end-to-end hardware-based PQC accelerator solutions. As such, we are positioned to become a strong player in this market - and the fact that two leading customers have already selected us validates our technology and timing.
• White-Label Switching: as a leading supplier of white-label Edge, SD-WAN, and SASE platforms with proprietary IP building blocks and know-how, we are positioned to introduce white-label switching solutions, thereby disrupting a $6+ billion incumbent market. We have already designed and shipped samples of three switching platforms to a leading cyber security customer, and are in active discussions with additional customers regarding follow-on opportunities."

Mr. Eizenman concluded, "In summary, our core business is growing faster than projected, and any one of these three upside opportunities could become a massive growth engine. All of this is a natural outgrowth of the unique platform we've built over the past 20 years: our thriving core business, our technological expertise, our proven ability to execute and our Tier-1 customer base. All of this is backed by a rock-solid balance sheet, which enables us to invest in venture-scale growth while maintaining our conservative financial profile.

"As a result, Silicom represents a unique convergence: a company with a stable growing core business that also offers realistic, immediate exposure to $100+ billion in new opportunities in some of IT's hottest markets. We have the technology, the 'fortress' balance sheet and the customer trust to execute, and look forward to further scaling our core business as we work to capture venture-style upside."

Conference Call Details
Silicom's Management will host an interactive conference today, January 29^th, at 9am Eastern Time (6am Pacific Time, 4pm Israel Time) to review and discuss the results.

To participate, investors may either listen via a webcast link hosted on Silicom's website or via the dial-in. The link is under the investor relations' webcast section of Silicom's website at https://www.silicom-usa.com/webcasts/ 

For those that wish to dial in via telephone, one of the following teleconferencing numbers may be used:

US: 1 866 860 9642
ISRAEL: 03 918 0609
INTERNATIONAL:  +972 3 918 0609
At: 9:00am Eastern Time, 6:00am Pacific Time, 4:00pm Israel Time

It is advised to connect to the conference call a few minutes before the start.

For those unable to listen to the live call, a replay of the call will be available for three months from the day after the call under the above-mentioned webcast section of Silicom's website.

Non-GAAP Financial Measures

This release, including the financial tables below, presents other financial information that may be considered "non-GAAP financial measures" under Regulation G and related reporting requirements promulgated by the Securities and Exchange Commission (the "SEC") as they apply to our company. These non-GAAP financial measures exclude compensation expenses in respect of options and RSUs granted to directors, officers and employees, taxes on amortization of acquired intangible assets, as well as lease liabilities - financial expenses (income). Non-GAAP financial measures should be evaluated in conjunction with, and are not a substitute for, GAAP financial measures. The tables also present the GAAP financial measures, which are most comparable to the non-GAAP financial measures as well as reconciliation between the non-GAAP financial measures and the most comparable GAAP financial measures. The non-GAAP financial information presented herein should not be considered in isolation from or as a substitute for operating income (loss), net income (loss) or per share data prepared in accordance with GAAP.

About Silicom

Silicom Ltd. is an industry-leading provider of high-performance networking and data infrastructure solutions.  Designed to optimize performance and efficiency in Cloud, Data Center and Edge environments, Silicom's solutions increase throughput and minimize latency, serving as the infrastructure backbone for today's most critical technologies. Our innovations empower high-demand workloads across Artificial Intelligence (AI) inference, SD-WAN, SASE, cyber security, fabric switching, NFV, and more.

Our comprehensive portfolio, including high-speed server adapters, advanced hardware offloading and acceleration engines, AI NICs, FPGA-based smart cards, Post Quantum Cryptography (PQC) hardware accelerators, white label switches and Edge CPEs, is used by Tier-1 customers throughout the world, including cloud players, service providers and OEMs, to enable their networks to scale efficiently. With engineering excellence, a strong financial position and a legacy of over 400 active Design Wins, Silicom serves as the "go-to" connectivity and performance partner for technology leaders around the globe, and drives the next generation of infrastructure.

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 Gaza and in the Ukraine, attacks on shipping by Huthis in the Red Sea, rising inflation, rising interest rates and volatile exchange rates, as well as any continuing or new effects resulting from the COVID-19 pandemic, and  the global economic uncertainty, which may impact customer demand by encouraging them to exercise greater caution and selectivity with their short-term IT investment plans. The factors noted above are not exhaustive.

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.

Company Contact:
Eran Gilad, CFO
Silicom Ltd.       
Tel: +972-9-764-4555     
E-mail: erang@silicom.co.il 

Investor Relations Contact:
Ehud Helft
EK Global Investor Relations
Tel: +1 212 378 8040
E-mail: silicom@ekgir.com  

-- FINANCIAL TABLES FOLLOW –

Silicom Ltd. Consolidated Balance Sheets
(US$ thousands)
	December 31,			December 31,
	2025			2024
	(Unaudited)			(Audited)
Assets
Current assets
Cash and cash equivalents	$	35,156		$	51,283
Short-term bank deposits		6,000			-
Marketable securities		6,958			20,860
Accounts receivables: Trade, net		9,194			11,748
Accounts receivables: Other		4,137			4,839
Inventories		52,031			41,060
Total current assets		113,476			129,790
Marketable securities		25,518			6,839
Assets held for employees' severance benefits		1,670			1,483
Property, plant and equipment, net		3,140			3,055
Intangible assets, net		2,569			2,300
Right of Use		6,147			6,942
Total assets	$	152,520		$	150,409
Liabilities and shareholders' equity
Current liabilities
Trade accounts payable	$	11,116		$	6,477
Other accounts payable and accrued expenses		14,479			6,945
Lease Liabilities		2,019			1,670
Total current liabilities		27,614			15,092
Lease Liabilities		4,252			4,797
Liability for employees' severance benefits		3,049			2,649
Deferred tax liabilities		116			32
Total liabilities		35,031			22,570
Shareholders' equity
Ordinary shares and additional paid-in capital		76,647			73,859
Treasury shares		(55,171)			(53,512)
Retained earnings		96,013			107,492
Total shareholders' equity		117,489			127,839
Total liabilities and shareholders' equity	$	152,520		$	150,409

Silicom Ltd. Consolidated Statements of Operations
(Unaudited, US$ thousands, except for share and per share data)
	Three-month period						Twelve-month period
	ended December 31,						ended December 31,
	2025			2024			2025			2024
Sales	$	16,908		$	14,491		$	61,926		$	58,114
Cost of sales		11,869			10,358			43,000			41,516
Gross profit		5,039			4,133			18,926			16,598
Research and development expenses		5,021			4,681			20,054			19,508
Selling and marketing expenses		1,732			1,654			6,528			6,014
General and administrative expenses		1,096			1,376			4,605			4,354
Total operating expenses		7,849			7,711			31,187			29,876
Operating income (loss)		(2,810)			(3,578)			(12,261)			(13,278)
Financial income (expenses), net		313			360			1,653			1,961
Income (loss) before income taxes		(2,497)			(3,218)			(10,608)			(11,317)
Income taxes		37			2,912			871			2,391
Net income (loss)	$	(2,534)		$	(6,130)		$	(11,479)		$	(13,708)
Basic and diluted income (loss) per ordinary share (US$)	$	(0.44)		$	(1.05)		$	(2.01)		$	(2.28)
Weighted average number of ordinary shares used to compute basic and diluted income (loss) per share (in thousands)		5,706			5,811			5,707			6,020

 

Silicom Ltd. Reconciliation of Non-GAAP Financial Results
(Unaudited, US$ thousands, except for share and per share data)
	Three-month period						Twelve-month period
	ended December 31,						ended December 31,
	2025			2024			2025			2024
GAAP gross profit	$	5,039		$	4,133		$	18,926		$	16,598
(1) Share-based compensation (*)		63			83			278			276
Non-GAAP gross profit	$	5,102		$	4,216		$	19,204		$	16,874
GAAP operating income (loss)	$	(2,810)		$	(3,578)		$	(12,261)		$	(13,278)
Gross profit adjustments		63			83			278			276
(1) Share-based compensation (*)		387			778			2,436			2,891
Non-GAAP operating income (loss)	$	(2,360)		$	(2,717)		$	(9,547)		$	(10,111)
GAAP net income (loss)	$	(2,534)		$	(6,130)		$	(11,479)		$	(13,708)
Operating income (loss) adjustments		450			861			2,714			3,167
(2) Lease liabilities - Financial expenses (income)		159			150			693			141
(3) Taxes on amortization of acquired intangible assets		-			22			-			419
Non-GAAP net income (loss)	$	(1,925)		$	(5,097)		$	(8,072)		$	(9,981)
GAAP net income (loss)	$	(2,534)		$	(6,130)		$	(11,479)		$	(13,708)
Adjustments for Non-GAAP Cost of sales		63			83			278			276
Adjustments for Non-GAAP Research and development expenses		158			387			1,097			1,373
Adjustments for Non-GAAP Selling and marketing expenses		97			191			665			728
Adjustments for Non-GAAP General and administrative expenses		132			200			674			790
Adjustments for Non-GAAP Financial income (loss), net		159			150			693			141
Adjustments for Non-GAAP Income taxes		-			22			-			419
Non-GAAP net income (loss)	$	(1,925)		$	(5,097)		$	(8,072)		$	(9,981)
GAAP basic and diluted income (loss) per ordinary share (US$)	$	(0.44)		$	(1.05)		$	(2.01)		$	(2.28)
(1) Share-based compensation (*)		0.08			0.15			0.48			0.53
(2) Lease liabilities - Financial expenses (income)		0.02			0.03			0.12			0.02
(3) Taxes on amortization of acquired intangible assets		-			-			-			0.07
Non-GAAP basic and diluted income (loss) per ordinary share (US$)	$	(0.34)		$	(0.87)		$	(1.41)		$	(1.66)
(*) Adjustments related to share-based compensation expenses according to ASC topic 718 (SFAS 123 (R))

Logo: https://mma.prnewswire.com/media/733229/Silicom_Ltd_Logo.jpg

 

View original content:https://www.prnewswire.com/news-releases/silicom-reports-q4-and-full-year-2025-results-302673890.html

SOURCE Silicom Ltd.

FAQ

What were Silicom (SILC) Q4 2025 revenues and year-over-year growth?

Silicom reported $16.9 million in Q4 2025 revenue, a 17% increase year-over-year. According to the company, this reflects stronger demand and design-win momentum in its Edge systems, Smart NICs and FPGA-based adapter lines during the quarter.

What was Silicom's (SILC) full-year 2025 revenue and GAAP net loss?

Full-year 2025 revenue was $61.9 million, up 7% from 2024, with a GAAP net loss of $11.5 million. According to the company, non-GAAP adjustments reduced the reported loss to $8.1 million for the year.

What guidance did Silicom (SILC) give for Q1 2026 revenue and growth expectations?

Silicom guided Q1 2026 revenue to a range of $16.5M–$17.5M, implying about 18% YoY growth at the mid-point. According to the company, this supports its expectation of achieving double-digit annual revenue growth for 2026.

How many design wins did Silicom (SILC) report for 2025 and what are future targets?

Silicom reported 8 new design wins in 2025 and expects 7–9 new design wins in the year ahead. According to the company, these wins underpin near-term product deployments and pipeline expansion across core solutions.

What strategic market opportunities did Silicom (SILC) highlight in the earnings release?

Silicom highlighted opportunities in AI inference, post-quantum cryptography, and white-label switching as potential venture-scale growth areas. According to the company, these markets could add sizable incremental revenue and leverage existing IP and customer relationships.

Does Silicom (SILC) remain unprofitable despite revenue growth in 2025?

Yes. Silicom reported GAAP and non-GAAP net losses for 2025 ($11.5M GAAP; $8.1M non-GAAP), though both improved versus 2024. According to the company, improved margins and design wins are expected to support future profitability progress.