Silicom's Q4 revenue beats estimates on core business growth

Silicom

29/01/2026 13:10

Overview

Israel networking solutions firm's Q4 revenue rose 17% yr/yr

Company projects double-digit growth for 2026

Q4 net income missed analyst expectations

Outlook

Silicom projects Q1 2026 revenue between $16.5 mln and $17.5 mln

Company expects double-digit annual growth in 2026

Silicom sees venture-scale upside in AI Inference, PQC, and White-Label Switching markets

Result Drivers

CORE BUSINESS GROWTH - Silicom reported better-than-expected growth in its core business, achieving 8 new Design Wins and expanding its pipeline for Edge systems and FPGA-based adapters

PQC MARKET POSITION - Silicom is positioned as a strong player in the growing Post-Quantum Cryptography market, with two leading customers already selecting its solutions

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$16.91 mln
$15.65 mln (1 Analyst)
Q4 Net Income
Miss
-$2.53 mln
-$2.10 mln (1 Analyst)
Q4 Operating Income
Miss
-$2.81 mln
-$2.39 mln (1 Analyst)
Q4 Pretax Profit
Miss
-$2.50 mln
-$1.80 mln (1 Analyst)
Q4 Gross Profit
$5.04 mln
Q4 Operating Expenses
$7.85 mln


Analyst Coverage

The one available analyst rating on the shares is "hold"

The average consensus recommendation for the communications & networking peer group is "buy."

Press Release: ID:nPn2sjwtfa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)