Silicom Secures $3M Design Contract with SASE Leader
Design Win Announcement: Silicom Ltd. has secured a Design Win from a leading SASE solutions provider, with initial orders of approximately $500,000 and a projected annual run-rate of $3 million upon full deployment.
Growth in SASE Market: The partnership highlights the growth of the SASE market, with Silicom's CEO emphasizing the company's strong relationships and expertise in providing key connectivity solutions.
Product Offerings: Silicom specializes in high-performance networking and data infrastructure solutions, aimed at enhancing performance in Cloud and Data Center environments, and is recognized as a trusted partner by over 200 customers globally.
Forward-Looking Statements: The press release includes forward-looking statements that involve risks and uncertainties, including reliance on a limited customer base and potential impacts from global economic conditions.
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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.








