NASDAQ$SILC
Silicom Ltd · Q4 2025 earnings
Q4 2025 earnings · · Before market open · Investor relations
Briefing
Silicom reported better-than-projected growth for 2025 as a whole, with on-track Design Win momentum and 17% year-over-year growth for the fourth quarter.
Silicom Ltd. reported a 17% increase in fourth-quarter revenues to $16.9 million, up from $14.5 million in the prior year. The company's GAAP net loss for the quarter was $2.5 million, or $0.44 per ordinary share, a significant improvement from the $6.1 million loss in Q4 2024. Non-GAAP net loss also improved to $1.9 million, or $0.34 per share.
- Fourth-quarter 2025 revenues increased by 17% year-over-year to $16.9 million.
- GAAP net loss for Q4 2025 improved to $2.5 million ($0.44 per share) from $6.1 million ($1.05 per share) in Q4 2024.
- Non-GAAP net loss for Q4 2025 was $1.9 million ($0.34 per share), an improvement from $5.1 million ($0.87 per share) in Q4 2024.
- The company achieved 8 new Design Wins during the year and expects 7-9 new Design Wins in the year ahead with double-digit growth.
Headline financials
Revenue & EPS history
Silicom · Revenue · Quarterly
$16.9M
Forward guidance
Management projects revenues for the first quarter of 2026 to range from $16.5 million to $17.5 million, representing an 18% year-over-year growth at the mid-range, affirming expectations of double-digit annual growth in 2026.
Tailwinds
- Projected Q1 2026 revenues of $16.5 million to $17.5 million.
- Represents 18% year-over-year growth in the mid-range of guidance.
- Affirms expectation of generating double-digit annual growth in 2026.
- Anticipates 7-9 new Design Wins in the year ahead.
- Strong positioning in emerging markets like AI Inference, Post-Quantum Cryptography, and White-Label Switching.
Headwinds
- No specific negative guidance was provided in the report.
- The company's increasing dependence for substantial revenue growth on a limited number of customers.
- Difficulty in commercializing and marketing of Silicom's products and services.
- Impact of global economic uncertainty on customer demand.
- Risks associated with competition and disruptions to manufacturing and sales activities.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 18 quarterly earnings reports · overlaid with Q4 2025
-0.2%
Avg return
Earnings day
+0.2%
Avg return
5 days after
-1.3%
Avg return
30 days after
45%
30 / 66 earnings
Positive
+31.2%
Q4 2013
Best reaction
-32.4%
Q3 2023
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -4.5% | +8.3% | — | |
| Q4 2025 | +28.8% | +46.1% | — | |
| Q3 2025 | -15.0% | -13.7% | -19.3% | |
| Q2 2025 | +6.6% | +4.0% | +7.1% | |
| Q1 2025 | +7.0% | +8.6% | +12.5% | |
| Q4 2024 | -3.6% | -5.3% | -9.6% | |
| Q3 2024 | +1.1% | +8.4% | -3.5% | |
| Q2 2024 | -19.3% | -25.8% | -19.3% | |
| Q1 2024 | +2.7% | +9.1% | +0.0% | |
| Q4 2023 | -0.1% | -3.4% | -11.3% | |
| Q3 2023 | -32.4% | -31.7% | -23.9% | |
| Q2 2023 | -27.0% | -30.8% | -31.1% | |
| Q1 2023 | +0.4% | -1.7% | +5.3% | |
| Q4 2022 | -11.4% | -16.9% | -20.8% | |
| Q3 2022 | +7.8% | +8.0% | +14.8% | |
| Q2 2022 | +5.9% | +2.9% | +5.3% | |
| Q1 2022 | -4.3% | +3.3% | +0.8% | |
| Q4 2021 | -4.1% | +1.5% | -5.1% | |
| Q3 2021 | -2.2% | +8.8% | +4.1% | |
| Q2 2021 | +3.5% | +1.7% | +2.6% | |
| Q1 2021 | -2.8% | -6.2% | -6.9% | |
| Q4 2020 | -0.8% | -2.1% | +14.3% | |
| Q3 2020 | +5.4% | +4.0% | +10.0% | |
| Q2 2020 | +0.6% | -5.8% | -2.2% | |
| Q1 2020 | +3.9% | +5.2% | +13.6% | |
| Q4 2019 | -1.5% | -4.0% | -13.8% | |
| Q3 2019 | -0.9% | -1.2% | -2.6% | |
| Q2 2019 | +3.5% | +7.0% | -0.6% | |
| Q1 2019 | -21.3% | -16.3% | -23.1% | |
| Q4 2018 | +16.0% | +17.8% | +26.2% | |
| Q3 2018 | +10.0% | +9.3% | -6.4% | |
| Q2 2018 | +9.3% | +6.3% | +4.3% | |
| Q1 2018 | +14.1% | +8.1% | +10.1% | |
| Q4 2017 | -16.3% | -13.6% | -16.2% | |
| Q3 2017 | -1.9% | +2.2% | +6.7% | |
| Q2 2017 | +8.2% | +3.1% | +2.7% | |
| Q1 2017 | +13.7% | +12.5% | +6.6% | |
| Q4 2016 | -6.2% | -5.8% | -0.9% | |
| Q3 2016 | -14.7% | -11.0% | -3.6% | |
| Q2 2016 | +15.7% | +15.8% | +24.3% | |
| Q1 2016 | -15.6% | — | — | |
| Q4 2015 | -2.4% | — | — | |
| Q3 2015 | -6.3% | — | — | |
| Q2 2015 | -2.8% | — | — | |
| Q1 2015 | -15.8% | — | — | |
| Q4 2014 | +28.8% | — | — | |
| Q3 2014 | +0.2% | — | — | |
| Q2 2014 | -25.1% | — | — | |
| Q1 2014 | +0.4% | — | — | |
| Q4 2013 | +31.2% | — | — | |
| Q3 2013 | -0.3% | — | — | |
| Q2 2013 | -13.5% | — | — | |
| Q1 2013 | -0.2% | — | — | |
| Q4 2012 | +25.7% | — | — | |
| Q3 2012 | +2.0% | — | — | |
| Q2 2012 | +3.8% | — | — | |
| Q1 2012 | -0.1% | — | — | |
| Q4 2011 | -0.3% | — | — | |
| Q4 2009 | -0.3% | — | — | |
| Q4 2010 | -0.3% | — | — | |
| Q3 2011 | -0.4% | — | — | |
| Q2 2011 | -1.1% | — | — | |
| Q1 2011 | +1.6% | — | — | |
| Q3 2010 | +6.2% | — | — | |
| Q2 2010 | +1.8% | — | — | |
| Q1 2010 | -1.5% | — | — |
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