Silicom's earnings call presented a strong outlook with significant design wins and a robust financial position, indicating potential for substantial future growth. However, the current operating losses and increased expenses present challenges. Overall, the highlights suggest a positive long-term growth trajectory, but immediate financial pressures persist.

Company Guidance -

Q3 2025

In the second quarter of 2025, Silicom achieved notable progress, reporting $15 million in revenue, with a strong Design Win momentum indicating potential for double-digit revenue growth by 2026. The company secured three significant Design Wins, including partnerships with a Fortune 500 cloud-based service provider for a $4 million annual potential, a U.S.-based edge networking provider, and a global network test equipment leader, collectively showcasing the strength and diversity of Silicom's product lines like FPGA, Smart NICs, and Edge systems. With a robust cash position of $80 million and no debt, Silicom is poised for future growth, projecting revenues between $150 million and $160 million, and an EPS of above $3. Despite a net loss of $2 million for the quarter, the company's strategic initiatives and customer relationships are expected to drive substantial shareholder value in the coming years.

Strong Design Win Momentum

Silicom achieved 5 major new Design Wins since the beginning of the year, with significant potential for future revenue growth. These Design Wins span important new and existing customers, demonstrating a robust pipeline and positioning the company for future growth.

Financial Growth and Strong Balance Sheet

Silicom reported revenue of $15 million for Q2 2025, a 4% increase compared to $14.5 million in Q2 2024. The company increased its cash and equivalents by $3 million, with a total of $116 million in working capital and marketable securities, including $80 million in cash, and maintained no debt.

Diverse Product Portfolio and Customer Relationships

New Design Wins in various product lines such as Edge systems, FPGA, Smart NICs, and high-performance NICs reflect the company's ability to cater to diverse market needs. These wins showcase Silicom’s strong customer relationships and potential for multiple revenue streams.

Optimistic Future Projections

Silicom expects double-digit revenue growth in 2026 and beyond, driven by the current pipeline and strategic design wins. The company forecasts a revenue range of $150 million to $160 million with EPS above $3.

Silicom (SILC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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SILC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	-0.36 / -	-0.28	―	―	―
Jul 31, 2025	2025 (Q2)	-0.40 / -0.35	-0.14	-150.00% (-0.21)
Apr 28, 2025	2025 (Q1)	-0.37 / -0.37	-0.38	2.63% (+0.01)
Jan 30, 2025	2024 (Q4)	-0.32 / -0.58	-0.07	-728.57% (-0.51)
Oct 31, 2024	2024 (Q3)	-0.32 / -0.28	0.3	-193.33% (-0.58)
Jul 29, 2024	2024 (Q2)	-0.35 / -0.14	0.66	-121.21% (-0.80)
May 02, 2024	2024 (Q1)	-0.29 / -0.38	0.61	-162.30% (-0.99)
Feb 01, 2024	2023 (Q4)	-0.03 / -0.07	0.98	-107.14% (-1.05)
Oct 26, 2023	2023 (Q3)	0.23 / 0.30	1.01	-70.30% (-0.71)
Jul 31, 2023	2023 (Q2)	0.66 / 0.66	0.7	-5.71% (-0.04)

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
Jul 31, 2025	$15.34	$16.50	+7.56%
Apr 28, 2025	$13.55	$14.50	+7.01%
Jan 30, 2025	$17.69	$17.06	-3.56%
Oct 31, 2024	$13.50	$13.25	-1.85%

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 Oct 30, 2025, Before Open (Confirmed).

What is Silicom Ltd (SILC) earnings time?

Silicom Ltd (SILC) earnings time is at Oct 30, 2025, 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 2025 (Q3) is -0.36.

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