)
Overview
<ul>
<li>Israel networking solutions firm’s Q4 revenue rose 17% yr/yr</li>
<li>Company projects double-digit growth for 2026</li>
<li>Q4 net income missed analyst expectations</li>
</ul>
Outlook
<ul>
<li>Silicom projects Q1 2026 revenue between $16.5 mln and $17.5 mln</li>
<li>Company expects double-digit annual growth in 2026</li>
<li>Silicom sees venture-scale upside in AI Inference, PQC, and White-Label Switching markets</li>
</ul>
Result Drivers
<ul>
<li>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</li>
<li>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</li>
</ul>
Key Details
Metric Beat/Mis Actual Consensu
s s
Estimate
Q4 Sales Beat $16.91 $15.65
mln mln (1
Analyst)
Q4 Net Miss -$2.53 -$2.10
Income mln mln (1
Analyst)
Q4 Miss -$2.81 -$2.39
Operatin mln mln (1
g Income Analyst)
Q4 Miss -$2.50 -$1.80
Pretax mln mln (1
Profit Analyst)
Q4 Gross $5.04
Profit mln
<h3>Q4 $7.85</h3>
Operatin mln
g
Expenses
Analyst Coverage
<ul>
<li>The one available analyst rating on the shares is “hold”</li>
<li>The average consensus recommendation for the communications &amp; networking peer group is “buy.”</li>
</ul>
Press Release: For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (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.)

SILC

Silicom's Q4 revenue beats estimates on core business growth