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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Silicom
Silicom (SILC) investor relations material
Silicom Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Q3 revenue reached $26.720M, up 71% YoY; non-GAAP profitability returned ahead of expectations.
Eight 2026 Design Wins and a deep, diverse pipeline supported higher revenue guidance and growth opportunities in AI inference and post-quantum cryptography.
Financial highlights
Q3 revenue was $26.720M versus $15.614M a year earlier; gross profit was $8.021M versus $4.897M.
Q3 operating expenses rose 9% YoY to $8.1M, while revenue grew 71%; gross margin was 30.3%.
Q3 GAAP net loss narrowed to $0.341M from $2.802M; GAAP loss per share improved to $0.06 from $0.49.
Q3 non-GAAP net income was $0.257M versus a $2.075M loss; non-GAAP EPS was $0.04 versus a $0.36 loss.
9M revenue rose 55% YoY to $69.624M; 9M non-GAAP net loss narrowed 66% to $2.097M from $6.147M.
Outlook and guidance
Q4 revenue guidance is $27M–$28M, with 66% YoY growth at the high end; recurring revenue from the Design Win platform supports the outlook.
FY2026 revenue guidance rose to $96M–$98M, representing 57% YoY growth; this was the second increase in 2026, from $82M–$83M six months earlier.
Management expects growth momentum to carry into 2027, citing ramping design wins and new wins, without providing a 2027 revenue estimate.
Annual Design Win target is 7–9; eight wins were achieved in 2025 and eight by the Q3 2026 presentation date.
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Latest events from Silicom
- Q2 revenue up 59%, guidance raised, and profitability expected in H2 2026.SILC
Q2 2026 - Shelf registration allows up to $120M in securities for growth and corporate flexibility.SILCRegistration filing
- 33% revenue growth, strong design wins, and raised guidance signal accelerating momentum.SILCQ1 2026
- Q4 revenue up 17% year-over-year, strong growth outlook, and early wins in AI, PQC, and WLS.SILCQ4 2025
- Q2 2025 revenue up 4% to $15M; net loss widened, but design win momentum supports future growth.SILCQ2 2025
- Revenue and earnings declined, but strong balance sheet and growth plans support 2026 recovery.SILCQ3 2024
- Q2 2024 revenue and earnings declined, but strong liquidity supports 2026 growth targets.SILCQ2 2024
- Q1 2025 revenue steady at $14.4M, losses narrowed, and design wins drive future growth.SILCQ1 2025
- 2024 revenue and profit fell, but design wins and cash reserves support future growth.SILCQ4 2024
Next Silicom earnings date
Q4 202628 Jan, 2027
Silicom
Next Silicom earnings date
Q4 202628 Jan, 2027
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Frequently asked questions
Silicom Ltd designs and manufactures networking and data infrastructure products, including server adapters, smart network interface cards, and edge computing platforms. The company serves telecom, cloud, and enterprise customers with customized hardware solutions. The company is headquartered in Kfar Saba, Israel, and its shares are listed on the NASDAQ.