Silicom Revenue Projections Increase from $3-4 Million to $8-10 Million
Silicom announced that the global networking and security-as-a-service leader that awarded it an initial Edge device Design Win in December 2024 has now decided to implement the Silicom Edge systems in multiple additional use cases. This boosts the revenues projected to be received from this customer significantly from $3-4 million to $8-10 million per year. Some of the additional revenues are expected to be realized already in 2026. "This is another concrete demonstration of the revenue-generating value of our trusted-supplier relationships with blue-chip IT industry leaders," commented Liron Eizenman, Silicom's CEO. "We are proud that in such a short period of time since the initial Design Win, this global giant is already using our products in more and more use cases, relying on Silicom as its sole Edge Networking hardware provider. This is a testament both to the innovation of our products and to our reliability as a supplier."
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Silicom Scheduled to Announce Q4 Earnings on January 29
- Earnings Announcement Date: Silicom (SILC) is set to release its Q4 2023 earnings report on January 29 before market open, with investors keenly awaiting performance insights to gauge future growth potential.
- Earnings Expectations: The consensus EPS estimate stands at -$0.37, reflecting a 36.2% year-over-year decline, indicating challenges in profitability that could impact investor confidence.
- Revenue Expectations: The consensus revenue estimate is $15.65 million, representing a 7.9% year-over-year increase, suggesting that despite profitability pressures, Silicom maintains a positive trajectory in revenue growth, potentially attracting investor interest.
- Historical Performance Review: Over the past two years, Silicom has beaten EPS estimates 38% of the time and revenue estimates 50% of the time, indicating a degree of capability to exceed expectations, which may heighten anticipation for the upcoming earnings report.

Silicom Projects Q1 2026 Revenue Growth Amid Positive Earnings
- Earnings Beat: Silicom's Q4 non-GAAP EPS of -$0.34 exceeded expectations by $0.03, indicating an improvement in profitability despite remaining in the red.
- Significant Revenue Growth: The company reported Q4 revenue of $16.91 million, a 16.6% year-over-year increase, surpassing market expectations by $1.26 million, reflecting strong product demand that boosted overall performance.
- Optimistic Guidance: Management projects Q1 2026 revenues between $16.5 million and $17.5 million, above the $15.97 million consensus, indicating confidence in future growth with an expected 18% year-over-year increase at the midpoint.
- Long-term Growth Outlook: This earnings report reaffirms the company's expectation of achieving double-digit annual growth in 2026, showcasing its competitive position and potential for sustained development in the market.








