Silicom Ltd（SILC）のニュースとイベントSILCSilicom Ltd

Silicom Secures Design Win from New Customer, Projected Annual Revenue Exceeds $5M

Silicom announced that it has secured a Design Win from a new customer, a tier-1 cloud-based cyber security giant, for a Silicom Edge Networking device featuring integrated 5G wireless connectivity. The customer has already placed an initial order and anticipates placing additional orders in the near term, with ramp-up expected to begin before the end of 2026. At full ramp-up, revenues associated with this Design Win are projected to exceed $5M annually for this device alone.

Silicom Reports Q2 Revenue Growth of 59% to $23.8M

Reports Q2 revenue $23.8M vs. $15.0M last year. Liron Eizenman, Silicom's President and CEO, commented, "We are pleased to report 59% year-over-year revenue growth for the quarter and to project continued strong momentum in the quarters ahead. Based on our current trajectory and the leverage inherent in our business model, we now expect to return to quarterly non-GAAP profitability during the second half of the year, significantly earlier than originally anticipated. These results validate our strategic roadmap, which combines the strength of our established, fast-growing core business with the game-changer growth potential of the rapidly expanding AI-Inference market. Together, these complementary growth engines position Silicom to deliver sustainable, long-term value creation."

Company Raises Full-Year Revenue Guidance to $93M-$95M

The company said, "With the continued strong momentum of our core business and the additional multi-million-dollar revenues expected from AI-Inference production orders, we are now raising our full-year revenue guidance significantly to $93M-$95M, representing more than 50% growth on a year-over-year basis."