Silicom Ltd
NASDAQ:SILC
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Silicom Ltd
Silicom Ltd. engages in the provision of networking and data infrastructure solutions. The firm's products include server network interface cards with and without bypass (Server Adapters); Intelligent and programmable cards, with features, such as encryption, acceleration, data compression, redirection, time stamping, network capture solutions, field programmable gate array (FPGA) based ultra-low latency solutions, and/or other offload features and/or compute blades (Smart Cards), and standalone Products. The firm's market segments for its products include network appliances; servers; data storage, including Big Data; The Cloud, virtualized data centers, with and without software-defined networking (SDN), and Internet of Things (IOT).
Silicom Ltd. engages in the provision of networking and data infrastructure solutions. The firm's products include server network interface cards with and without bypass (Server Adapters); Intelligent and programmable cards, with features, such as encryption, acceleration, data compression, redirection, time stamping, network capture solutions, field programmable gate array (FPGA) based ultra-low latency solutions, and/or other offload features and/or compute blades (Smart Cards), and standalone Products. The firm's market segments for its products include network appliances; servers; data storage, including Big Data; The Cloud, virtualized data centers, with and without software-defined networking (SDN), and Internet of Things (IOT).
Revenue Beat: Q4 2025 revenue grew 17% year-over-year to $16.9 million, exceeding the top end of guidance ($16 million).
Strong Growth Outlook: Management projects double-digit revenue growth for 2026, supported by a robust design win pipeline and expanding customer relationships.
Major Design Wins: Eight significant new design wins were achieved in 2025, providing strong visibility for future growth.
New Growth Engines: The company is investing in AI inference, post-quantum cryptography, and white label switching, describing them as long-term strategic opportunities.
Solid Balance Sheet: Silicom ended the year with $111 million in working capital and marketable securities, including $74 million in cash and no debt.
Q1 2026 Outlook: Q1 2026 revenue is guided to $16.5–$17.5 million, representing 18% year-over-year growth at the midpoint.
