Overview

* Silicom Q2 2025 revenue rises to $15 mln

* GAAP net loss widens to $3.3 mln

Outlook

* Silicom projects Q3 2025 revenue between $15 mln and $16 mln

* Company expects low single-digit revenue growth for 2025

* Silicom ( SILC ) anticipates double-digit growth starting in 2026

* Company targets future EPS above $3 on $150-$160 mln revenue

Result Drivers

* DESIGN WIN MOMENTUM - Silicom ( SILC ) reports strong Design Win momentum, achieving 5 major new wins with important clients, per CEO Liron Eizenman

* PRODUCT LINE SUCCESS - Success across all product lines, including Edge systems, Smart NICs, and FPGA-based solutions, supports future growth, according to CEO

* PIPELINE DEVELOPMENT - CEO notes an impressive mid-to-long-term pipeline, positioning Silicom ( SILC ) close to its goal of 7-9 Design Wins for 2025

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Sales Beat $15.02 $14.90

mln mln (1

Analyst)

Q2 Net Miss -$3.34 -$2.28

Income mln mln (1

Analyst)

Q2 Miss -$3.16 -$2.54

Operatin mln mln (1

g Income Analyst)

Q2 Miss -$3.03 -$1.98

Pretax mln mln (1

Profit Analyst)

Q2 Gross $4.72

Profit mln

Q2 $7.87

Operatin mln

g

Expenses

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:

(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.)