Silicom Ltd (SILC)
NASDAQ:SILC
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Earnings Data
Report Date
Aug 03, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.24Last Year’s EPS
-0.35Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated accelerating core revenue growth (Q1 revenue +33% YoY), strengthening design-win momentum with several material customer wins, improving operating and net loss metrics, and a strong balance sheet that supports inventory builds and investments. Key risks noted include ongoing inventory build-up to mitigate memory lead-time constraints, still-negative quarterly profitability (albeit improved), modest gross margin pressure, customer/geographic concentration, and timing uncertainty for AI inference revenue (expected more meaningfully in 2027). On balance, the positive operational momentum, upgraded guidance and tangible design wins significantly outweigh the highlighted risks.Company Guidance
Strong Revenue Growth
Total revenue of $19.1 million in Q1 2026, up 33% year-over-year (from $14.4M in Q1 2025). Management highlighted an acceleration in YoY growth from 17% in the prior quarter to 33% this quarter and noted the quarter was well ahead of guidance.
Aggressive Near-Term Guidance
Q2 2026 revenue guidance of $20.0M to $21.0M, implying up to ~40% year-over-year growth at the high end. Full-year 2026 revenue outlook raised to $82M–$83M, ~33% YoY growth.
Design Win Momentum and Upside
Already achieved 4 design wins a third of the way into 2026 versus a 7–9 target for the year (halfway to target). Management expects to meet or exceed the upper end of its 2026 design-win target.
Material Customer Wins with Revenue Visibility
Notable design wins include: (1) global networking/security customer more than doubling expected annual contribution from ~$4M to $8M–$10M (incremental revenue already flowed in this quarter); (2) Tier-1 cybersecurity customer with initial orders >$1M for 2026 and expected to ramp to ~2x that level; (3) large streaming service with initial order >$1M and expected 5-year purchases of ~$12M (with potential to materially expand to the $25M–$30M region if additional form-factor work materializes); (4) European encryption leader with a $3M/year design win (initial $1M commitment), marking the company's third post-quantum cryptography (PQC) design win.
Improving Profitability Trajectory
Gross profit of $5.7M and gross margin ~30% (Q1 2025: $4.4M and 30.3%). Operating loss narrowed to $1.9M from $2.4M year-over-year and net loss improved to $1.5M from $2.1M. Loss per share improved to $0.25 from $0.37.
Strong Balance Sheet and Liquidity
Reported working capital and marketable securities of $109M, cited $63M in cash/cash equivalents/high-rated marketable securities and no debt. Management emphasized the balance sheet strength enables inventory builds and investment in growth initiatives.
Broad and Deep Pipeline; Strategic Investments
Pipeline spans Edge systems, SmartNICs and FPGA solutions across cybersecurity, networking and other verticals. Company is investing in three 'venture-style' growth opportunities—AI inference, post-quantum cryptography and white-label switching—viewed as additive to the core business. Management flagged meaningful AI inference opportunity with two leading customers and is developing an inference-specific product (material revenue expected mainly in 2027).
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 |
|---|---|---|---|
Apr 30, 2026 | $28.13 | $38.75 | +37.75% |
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 | +7.60% |
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 Aug 03, 2026, Before Open (Confirmed).
What is Silicom Ltd (SILC) earnings time?
Silicom Ltd (SILC) earnings time is at Aug 03, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is SILC EPS forecast?
SILC EPS forecast for the fiscal quarter 2026 (Q2) is -0.24.