SILC News & Events

Reports Q4 revenue $16.9M vs. $14.5M last year. Liron Eizenman, Silicom's President and CEO, commented, "We are pleased to report better-than-projected growth for 2025 as a whole, with on-track Design Win momentum and 17% year-over-year growth for the fourth quarter. We achieved 8 new Design Wins during the year while continuing to expand the pipeline for our core solutions: Edge systems, Smart NICs and FPGA-based adapters. Many of our global customers continued to bring us new opportunities: for example, a global security-as-a-service giant recently doubled its business with us after just one year of cooperation, becoming an $8-10 million-per-year customer. In the year ahead, we expect to achieve 7-9 new Design Wins along with double-digit growth."

One analyst estimate $15.97M. Management projects that revenues for the first quarter of 2026 will range from $16.5M-$17.5M, representing 18% growth year-over-year in the mid-range of the guidance. This affirms the company's expectation of generating double digit annual growth in 2026.

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."

Silicom announced that an existing customer, a provider of SASE - Secure Access Service Edge - solutions, has awarded it a design win. This client will use Silicom's Edge Networking system combined with a Silicom Network Interface Card to provide its customers with wired, 5G and WiFi connectivity. To date, the customer has placed initial orders totaling approximately $500K, and plans to begin ramping up its orders in 2026. At full deployment, the customer forecasts a run-rate of approximately $3M per year with additional upside potential if certain deals materialize. In parallel, the two companies are engaged in discussions about the use of another Silicom platform.