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Silicom Ltd (SILC)
NASDAQ:SILC
Earnings Data
Report Date
May 04, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.36Last Year’s EPS
-0.37Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a predominantly positive outlook driven by a solid quarter that beat guidance (17% YoY growth to $16.9M), momentum from eight design wins, a broadened pipeline, an expanded key customer relationship that more than doubled expected annual revenue, improved gross margin (30.2%) and reduced net loss. The company also highlighted large long-term market opportunities (AI inference, PQC, white-label switching) and a strong balance sheet ($111M in working capital/marketable securities, $74M cash, no debt). Offsetting items include a remaining net loss, higher operating expenses due to currency impacts, customer concentration (~14% from one customer), sizable inventory, and the fact that the new strategic opportunities are still early-stage with limited near-term revenue. Overall, the positive operational and financial beats and strong liquidity outweigh the midterm risks and execution uncertainties.Company Guidance
Revenue Growth and Guidance Beat
Q4 revenue grew 17% year-over-year to $16.9 million, beating guidance of $15.0M–$16.0M. Management is targeting 2026 revenues of $16.5M–$17.5M, which they state represents ~18% growth year-over-year at the midpoint and supports expectation of accelerated double-digit growth in 2026.
Significant Design Win Momentum
Silicom secured eight major new design wins across edge systems, SmartNICs, and FPGA solutions in 2025, and is targeting an additional 7–9 design wins in 2026, giving management increased revenue visibility.
Large Customer Expansion
A global networking/security-as-a-service customer expanded deployments, increasing expected annual revenues from that account from $3–4M to $8–10M (more than double), with some incremental revenue expected in the coming months.
Improved Margins and Gross Profit
Gross profit was $5.1M with a gross margin of 30.2% in the quarter versus 29.1% a year earlier; short-to-mid-term gross margin range reiterated at 27%–32%.
Stronger Loss Position and Improved EPS
Net loss narrowed to $1.9M (loss per share $0.34) compared with a net loss of $5.1M (loss per share $0.87) in the prior-year quarter, reflecting improved operating performance.
Fortress Balance Sheet and Liquidity
Working capital and marketable securities totaled $111M at year-end, including $74M in cash equivalents and highly rated marketable securities, no debt, and $42M in inventory, representing roughly $20 per share in liquidity.
Identified Large Upside Market Opportunities
Management outlined three venture-style growth engines — AI inference (market referenced to approach ~$80B by decade end), post-quantum cryptography (~$3B by 2030), and white-label switching (~$6B by 2030) — with initial orders/POCs in place for AI inference and PQC solutions.
SILC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SILC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 29, 2026 | $15.06 | $19.37 | +28.62% |
Oct 30, 2025 | $18.59 | $15.94 | -14.25% |
Jul 31, 2025 | $15.34 | $16.50 | +7.56% |
Apr 28, 2025 | $13.55 | $14.50 | +7.01% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Silicom Ltd (SILC) report earnings?
Silicom Ltd (SILC) is schdueled to report earning on May 04, 2026, Before Open (Confirmed).
What is Silicom Ltd (SILC) earnings time?
Silicom Ltd (SILC) earnings time is at May 04, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is SILC EPS forecast?
SILC EPS forecast for the fiscal quarter 2026 (Q1) is -0.36.