Strong Design Win Momentum
Silicom achieved 8 major new design wins so far in 2025, surpassing the lower end of their target range of 7 to 9 for the entire year. These wins span across their product lines, including FPGAs, Edge solutions, and SmartNICs.
Financial Stability and Flexibility
Silicom reported revenues of $15.6 million for the quarter, with $114 million in working capital and marketable securities, and $76 million in cash, deposits, and highly rated bonds with no debt.
High Gross Margin Achievement
The gross margin for the third quarter of 2025 was 31.8%, which is at the higher end of the expected range of 27% to 32% and ahead of their strategic plan model.
Positive Outlook for 2026
Silicom anticipates returning to double-digit revenue growth in 2026 and beyond, aiming for EPS above $3 as revenue scales to $150 million to $160 million.