The earnings call highlighted strong Design Win momentum, robust financial positioning, and revenue growth, despite an operating and net loss. The company remains optimistic about future growth, especially in AI and security markets, despite currency-related expense challenges.

Company Guidance

During the Silicom Second Quarter 2025 Results Conference Call, the company reported a revenue of $15 million, aligning with the midpoint of their guidance range, and noted a strong balance sheet with $116 million in working capital and marketable securities, including $80 million in cash and equivalents. The company achieved 5 major new Design Wins since the start of the year and is on track to meet its goal of 7 to 9 Design Wins for 2025, with significant contributions from major sectors such as cloud-based services and edge networking. Silicom anticipates double-digit revenue growth from 2026, with projected revenues for the third quarter of 2025 ranging from $15 million to $16 million. Despite an operating loss of $2.4 million in the second quarter, the company remains optimistic about long-term growth, driven by a robust pipeline and strategic customer relationships. The geographical revenue distribution over the past 12 months was 74% from North America, 16% from Europe and Israel, and 10% from the Far East and the rest of the world.

Strong Design Win Momentum

Silicom achieved 5 major new Design Wins since the beginning of the year, with a target of 7 to 9 Design Wins for 2025. These wins include partnerships with a Fortune 500 cloud-based service provider, a global network test equipment leader, and a U.S.-based edge networking provider.

Robust Financial Position

The company reported $116 million in working capital and marketable securities, including $80 million in cash, with no debt. This positions Silicom to maintain investment in growth without compromise.

Revenue Growth

Revenue for the second quarter of 2025 was $15 million, a 4% increase over the $14.5 million reported in the same quarter of the previous year.

High Gross Margin

The gross profit for the second quarter of 2025 was $4.8 million, representing a gross margin of 31.9%, which is at the higher end of the company's expected range.

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

Daily Earnings Calendar >

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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