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Silicom (SILC) investor relations material
Silicom Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q4 2025 revenues grew 17% year-over-year to $16.9 million, surpassing guidance and reflecting strong demand for core products.
Eight major new design wins in 2025 across edge systems, SmartNIC, and FPGA solutions, expanding Tier 1 customer engagements.
Positioned for growth in AI inference, post-quantum cryptography, and white-label switching, leveraging over 20 years of IP and engineering excellence.
Trusted by Tier-1 global customers for high-performance hardware solutions, with early traction in new growth areas.
The opportunity pipeline is broader than ever, supporting expectations for double-digit revenue growth in 2026 and beyond.
Financial highlights
Q4 2025 revenue was $16.9 million, up 17% from $14.5 million in Q4 2024; full-year 2025 revenue reached $61.9 million, up from $58.1 million in 2024.
Gross profit for Q4 2025 was $5.1 million (gross margin 30.2%), compared to $4.2 million (29.1%) in Q4 2024.
Net loss for Q4 2025 was $1.9 million, improved from a $5.1 million loss in Q4 2024; loss per share was $0.34 versus $0.87.
Working capital and marketable securities at year-end totaled $111 million, including $74 million in cash and equivalents, with no debt.
Shareholders' equity at year-end 2025 was $117 million.
Outlook and guidance
Q1 2026 revenue projected at $16.5–$17.5 million, representing 18% year-over-year growth at the midpoint.
Double-digit annual revenue growth expected for 2026, with 7–9 new design wins targeted for the year.
Core business expected to remain the primary growth driver in 2026, with new growth engines in early stages.
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- PSSA3
Net income up 28% and revenue up 12% in 2025, with strong growth and improved efficiency. - AB
Record AUM, strong private markets, and higher distributions despite net outflows in 2025. - GN
2026 guidance targets 3–7% organic growth and margin expansion, led by innovation and cost control. - KKR
Acquisition of Arctos creates KKR Solutions, expanding into sports, GP solutions, and secondaries. - BBVA
Record €10.5B profit, 19.3% ROTE, and major shareholder payouts highlight strong 2025. - VCTR
Record AUM, strong adjusted earnings, and expanded buybacks highlight robust Q2 2025 growth. - ROCK
2025 revenue up 1.1%, profit hit by Russia; 2026 targets growth and high investment. - VCTR
Q1 2025 delivered record ETF growth, Amundi integration, and a higher $0.49 dividend. - GENI
$1.2B acquisition creates a digital sports and gaming media powerhouse with strong growth outlook. - ABX
Record earnings, strong cash flow, and a North America gold IPO drive 2025 performance.
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