Overview
Silicom Q3 revenue rose to $15.6 mln, missing analyst expectations
Net loss for Q3 widened to $2.8 mln, missing analyst estimates
Company expects double-digit growth in 2026 due to strategic design wins
Outlook
Company projects Q4 2025 revenue between $15 mln and $16 mln
Silicom expects double-digit growth in 2026 and beyond
Company targets 7 to 9 new design wins in 2026
Result Drivers
DESIGN WINS - Achieved eight design wins in 2025, surpassing target range, expected to drive future growth
PQC SOLUTIONS - PQC-ready solutions differentiate Silicom, attracting interest from equipment suppliers and service providers
EDGE WINS - Edge-related wins with a long-term customer and a new client highlight portfolio value
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Miss
$15.61 mln
$15.64 mln (1 Analyst)
Q3 Net Income
Miss
-$2.80 mln
-$2.03 mln (1 Analyst)
Q3 Operating Income
Miss
-$3.08 mln
-$2.33 mln (1 Analyst)
Q3 Pretax Profit
Miss
-$2.56 mln
-$1.73 mln (1 Analyst)
Q3 Gross Profit
$4.89 mln
Q3 Operating Expenses
$7.97 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:nPn1kvHgHa
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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.)