)
Silicom (SILC) investor relations material
Silicom Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved eight major new design wins year-to-date in 2025, surpassing the lower end of the annual target and nearing the upper end, with strong momentum in PQC, Edge solutions, and across all product lines.
Leading provider of data center and edge computing solutions for service providers, telecom, cloud, and on-premise infrastructures, with over 20 years of experience and a large, loyal, global customer base including many Tier-1 market leaders.
Positioned for accelerated double-digit revenue growth from 2026 onward, supported by a robust opportunities funnel, aggressive design win targets, and a focus on SD-WAN/SASE, Smart NICs, and FPGA-based products.
Financial highlights
Q3 2025 revenues were $15.6M, up 6% year-over-year from $14.8M in Q3 2024, with gross profit of $5M (31.8% margin), and operating loss of $2.4M; net loss was $2.1M (non-GAAP), $2.8M (GAAP), and loss per share was $0.36 (non-GAAP), $0.49 (GAAP).
For Q1-Q3 2025, revenues totaled $45.0M, gross profit $14.1M (31.3% margin), operating loss $7.2M, net loss $6.1M (non-GAAP), $8.9M (GAAP), and diluted EPS $(1.08) (non-GAAP), $(1.57) (GAAP).
Cash and cash equivalents plus marketable securities ranged from $38.4M to $76M as of September 30, 2025, with no debt and shareholders' equity at $119.6M.
Outlook and guidance
Q4 2025 revenue guidance is $15M–$16M, with management targeting 7–9 new design wins in 2026 across all product lines.
Double-digit annual growth is anticipated for 2026 and beyond, with a long-term EPS target above $3 as revenues scale to $150M–$160M.
Next Silicom earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage