Silicom Ltd (NAS:SILC)

Q3 2025 Silicom Ltd Earnings Call Transcript

Oct 30, 2025 / 01:00 PM GMT

Release Date Price: $15.94 (-14.25%)

Transcript

Key Points

Positve

Silicom Ltd (SILC) achieved 8 major new design wins in 2025, surpassing the lower end of their target range.
The company reported revenues of $15.6 million for Q3 2025, which is in the upper half of their guidance range.
Silicom Ltd (SILC) has a strong balance sheet with $114 million in working capital and marketable securities, including $76 million in cash and no debt.
The company is optimistic about returning to double-digit revenue growth in 2026 and beyond.
Silicom Ltd (SILC) has set an aggressive target of 7 to 9 additional design wins for 2026, spanning all product lines.

Negative

Silicom Ltd (SILC) reported an operating loss of $2.4 million for Q3 2025, slightly higher than the $2.3 million loss in Q3 2024.
Net loss for the quarter was $2.1 million, compared to a net loss of $1.7 million in the same quarter last year.
Loss per share increased to $0.36 from $0.28 in Q3 2024.
Operating expenses were higher than expected due to the relative weakness of the US dollar against the Israeli shekel and Danish krone.
The company remains dependent on a limited number of customers for substantial revenue growth, posing a risk to future financial performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SILC.OQ - Silicom Ltd
Q3 2025 Silicom Ltd Earnings Call
Oct 30, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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And.

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Unidentified_2 [2]
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Ladies and gentlemen, thank you for standing by. Welcome to the silicon 3rd quarter 2025 results conference call. All participants are at present in listen-only mode. Following management's formal presentation, instructions will be given for the question-and-answer session. As a reminder, this conference is being recorded. You should have all received by now the company's press release. If you have not received it, please contact Telecom's investor relations team at Ekglobal Investor Relations at 12,123,788,040 or view it in the news section of

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