SILICOM LTD. (SILC) SEC Filings & Earnings Calls
EquiReason read 29 SILICOM LTD. SEC filings in the last 12 months. Latest: 6-K on 2026-10-01 — Silicom Ltd. announced the scheduling of its third quarter 2026 results release for October 29, 2026, with a conference call. No financial results or material events disclosed..
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
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- 29 Oct, in 4 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
28 Sep 20266-KSilicom Ltd. released unaudited financial results for H1 2026. Balance sheet shows cash $25.1M, trade receivables $16.4M, inventories $70.7M, total assets $162.9M.earningsopen
Figures in the filing · each found in the filing text
| cash_and_equivalents · H1-2026 | $25M | |
| inventories · H1-2026 | $71M | |
| total_assets · H1-2026 | $163M |
Risks flagged
Inventory increased significantly from $52.7M to $70.7M, potential demand or working capital risk.
“Inventories 70,725 vs 52,650 (US$ thousands) from Dec 31, 2025 to June 30, 2026.”
2 Sep 20266-KSilicom secures $5M+/yr design win with tier-1 cloud-based cyber security customer for 5G-enabled edge networking device; eighth design win in 2026 matching full year 2025 total.open
Figures in the filing · each found in the filing text
| Design Win annual revenue · FY2027 | $5M |
Risks flagged
Customer concentration risk; revenue dependent on single design win ramp.
“revenues associated with this Design Win are projected to exceed $5 million annually for this device alone” · word for word
29 Jul 20266-KQ2 2026 revenue up 59% YoY to $23.8M; net loss improved 37%. Guidance raised: FY2026 revenue $93-95M (>50% growth). First AI-Inference production order received.earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q2-2026 | $24M | +59% y/y |
| GAAP net loss · Q2-2026 | $-2M | +37% y/y |
| Non-GAAP net loss · Q2-2026 | $-900000.00 | +55% y/y |
Guidance
FY2026 revenue guidance raised to $93-95M from prior; Q3 guidance $25-26M
Significant guidance raise driven by faster-than-expected core business growth and AI-Inference orders; expected return to profitability in H2 2026.
16 Jul 20266-KSilicom secured a design win for a custom high-speed server adapter from an existing blue-chip customer; revenue expected to scale from ~$3M in 2026 to ~$10M in 2027.open
Figures in the filing · each found in the filing text
| Total annual revenue from customer · FY2026 | $3M | |
| Total annual revenue from customer · FY2027 | $10M | +233% y/y |
| Revenue from this Design Win · FY2027 | $5M |
Risks flagged
Customer concentration risk; substantial revenue growth dependent on a limited number of customers.
“Silicom’s dependence for substantial revenue growth on a limited number of customers” · word for word
Geopolitical risks including wars in Gaza, Lebanon, Iran, Ukraine, and potential disruptions to global shipping routes.
“the wars in Gaza, Lebanon and with Iran, as well as the war in the Ukraine, and existing and potential disruptions to global shipping routes such as the Straits of Hormuz and the Red Sea” · word for word
30 Jun 20266-KSilicom received first production order for AI inference solution, transitioning from evaluation to commercial production. Total expected 2026 AI inference revenues now in multi-million-dollar range, accelerating growth.open
Guidance
Multi-million-dollar AI inference revenues for 2026
First production order for AI inference solution raises revenue expectations for 2026; multiple additional engagements expected to drive substantial growth in 2027+.
Risks flagged
Dependence on AI inference market adoption; customer concentration risk; geopolitical risks in Israel.
“Silicom’s dependence for substantial revenue growth on a limited number of customers; the pace of adoption of emerging technologies such as artificial intelligence inference infrastructure; the wars in Gaza, Lebanon and with Iran” · word for word
25 Jun 20266-KSilicom Ltd. held its Annual General Meeting; shareholders approved director re-election, salary increases for CEO and Chairman, and auditor appointment, but rejected RSU grants for CEO and Chairman. Board overrode rejection for CEO RSUs wiopen
Figures in the filing · each found in the filing text
| consolidated revenues · FY2026 | $83M |
Risks flagged
Shareholder rejection of RSU grants indicates potential governance friction; board override may raise concerns.
“The resolution relating to the approval of the grant of 38,333 RSUs to the CEO was not approved... the Board determined... the objection of the shareholders was overridden.” · word for word
26 May 20266-KSilicom secures design win with Tier-1 cyber security leader for white-label switch family; annual sales expected ~$5M after full ramp-up; samples delivered, first production orders expected in 2026.open
Figures in the filing · each found in the filing text
| Annual design win revenue · White-label switches · post ramp-up | $5M |
Risks flagged
Customer concentration risk; dependence on a limited number of customers.
“Silicom’s dependence for substantial revenue growth on a limited number of customers” · word for word
5 May 20266-KSilicom announced that an AI infrastructure challenger selected its inference-specific solution for PoC targeting Tier-1 hyperscalers, with initial orders placed and potential full-scale deployment requiring tens of thousands of units.open
Figures in the filing · each found in the filing text
| Design Wins (active) · Q1-2026 | 400 |
Risks flagged
Customer concentration risk: substantial revenue growth dependent on a limited number of customers.
“Silicom’s dependence for substantial revenue growth on a limited number of customers” · word for word
PoC may not convert to full-scale deployment; execution risk.
“Upon successful completion of the PoC, the customer anticipates transitioning to an initial full-scale deployment” · word for word
Geopolitical risks including wars in Middle East and Ukraine, and potential shipping disruptions.
“the wars in Gaza, Lebanon and with Iran, as well as the war in the Ukraine, and existing and potential disruptions to global shipping routes such as the Straits of Hormuz and the Red Sea.” · word for word
30 Apr 20266-KSilicom reported Q1 2026 revenue of $19.1M (+33% YoY), guided Q2 2026 revenue $20-21M (~40% YoY growth), and raised full-year 2026 outlook to $82-83M.earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q1-2026 | $19M | +33% y/y |
| Net loss (GAAP) · Q1-2026 | $-2M | |
| Net loss (non-GAAP) · Q1-2026 | $-2M |
Guidance
Q2 2026 revenue guidance $20-21M (~40% YoY); FY 2026 revenue guidance $82-83M
Management raised Q2 and full-year 2026 revenue guidance, citing accelerating demand and design win momentum.
Risks flagged
Dependence on design win conversion and AI inference market traction.
“While our core business accelerates... we are also building deep momentum with two of the world's most promising contenders in the high-stakes race to architect the future infrastructure of AI inference.”
28 Apr 202620-FSilicom reported FY2025 results: revenue +6.6% YoY, gross margin improved to 30.6%, net loss narrowed.earningsopen
Figures in the filing · each found in the filing text
| Sales · FY2025 | $62M | +7% y/y |
| Gross profit · FY2025 | $19M | +14% y/y |
| Gross profit as a percentage of sales · FY2025 | 30.6% | |
| Net loss · FY2025 | $-11M | -16% y/y |
| Cash and cash equivalents · FY2025 | $35M | -31% y/y |
| Inventories · FY2025 | $53M | +28% y/y |
| Working capital · FY2025 | $86M |
Risks flagged
Design Win Capitalization Risk
“We may not be able to capitalize, as planned, on our Design Wins.” · word for word
Customer Concentration Risk
“The loss of Design Wins from customers in the Cloud, Telco, Mobile and related service providers' markets may result in significant quarterly and even annual fluctuations in our revenues.” · word for word
Gross Margin Pressure
“Rapid development of our business in the Cloud, Telco, Mobile and related service providers' markets may lead to a decrease in our gross margins which may result in a decrease in our profitability.” · word for word
Geopolitical Risk (Israel)
“The political environment and hostilities in Israel could harm our business.” · word for word
Supply Chain Disruption
“Our supply chain might be affected by the current conflicts in the Middle East, including the wars between Israel and Hamas in Gaza, Hezbollah in Lebanon and Iran.” · word for word
20 Apr 2026SC 13DExecutive Chairman Avinoam Eizenman filed a Schedule 13D disclosing a 5.70% beneficial ownership stake in Silicom Ltd., primarily due to upcoming vesting of equity awards, with no activist intent.open
Figures in the filing · each found in the filing text
| Beneficial Ownership Percentage · 2026-04-20 | 5.7% |
20 Apr 2026SC 13DExecutive Chairman Avinoam Eizenman filed a Schedule 13D disclosing a 5.70% beneficial ownership stake in Silicom Ltd., primarily due to upcoming vesting of equity awards, with no activist intent.open
Figures in the filing · each found in the filing text
| Beneficial Ownership Percentage · 2026-04-20 | 5.7% |
15 Apr 20266-KSilicom awarded $3M/yr FPGA Smart NIC design win by European secure communications leader; initial $1M commitment placed.open
Figures in the filing · each found in the filing text
| annual design win revenue · FY2026 | $3M | |
| initial commitment · H2-2026 | $1M |
Risks flagged
Customer concentration risk; revenue dependent on single design win scaling.
“Revenue from this customer is expected to scale to $3M annually; any disruption could impact.”
16 Mar 20266-KSilicon Ltd. filed annual financial statements for FY2025 via 6-K;earningsopen
Risks flagged
No specific risk signals identified in excerpt.
12 Mar 20266-KSilicom Ltd. selected by major streaming provider for network adapter; initial $1M+ order for H1/2026, expected total ~$12M over 5 years, with potential to double to $25-30M.open
Figures in the filing · each found in the filing text
| Initial order value · streaming infrastructure · H1-2026 | $1M | |
| Expected total purchases over 5 years · streaming infrastructure · 5 years | $12M |
Risks flagged
Customer concentration risk: significant revenue dependent on a single customer.
“Silicom’s increasing dependence for substantial revenue growth on a limited number of customers” · word for word
Execution risk: potential delays in deployment or order fulfillment.
“difficulty in commercializing and marketing of Silicom’s products and services” · word for word
9 Feb 20266-KTier-1 cyber security leader selects Silicom Edge system as next-gen platform; initial orders >$1M, expected ramp to ~$2M/year.open
Figures in the filing · each found in the filing text
| initial orders · 2026 | $1M | |
| annualized revenue ramp · 2026 | $2M |
Risks flagged
Customer concentration risk; substantial revenue growth dependent on limited number of customers.
“Silicom’s increasing dependence for substantial revenue growth on a limited number of customers” · word for word
29 Jan 20266-KSilicom reports Q4 2025 revenue of $16.9M (+17% YoY) and full year 2025 revenue of $61.9M (+7% YoY); net loss narrows; guidance for Q1 2026 revenue $16.5-17.5M (+18% YoY).earningsopen
Figures in the filing · each found in the filing text
| revenue · Q4-2025 | $17M | +17% y/y |
| revenue · FY2025 | $62M | +7% y/y |
| net loss · Q4-2025 | $-3M | |
| net loss · FY2025 | $-12M | |
| design wins · FY2025 | 8 |
Guidance
Q1 2026 revenue guidance $16.5-17.5M, +18% YoY
Guidance implies double-digit growth for 2026; core business ahead of plan.
5 Jan 20266-KSilicom announces expansion of Edge device deployment by a global networking/security customer, raising expected annual revenues from $3-4M to $8-10M, with some revenues expected in 2026.open
Figures in the filing · each found in the filing text
| Expected annual revenue from customer · single_customer · FY2026 | $10M |
Guidance
Expected annual revenues from customer raised from $3-4M to $8-10M
Implicit revenue guidance raised for this customer relationship; management expresses strong confidence in recurring revenue growth.
Risks flagged
Customer concentration risk: single customer now expected to contribute $8-10M annually, a significant portion of Silicom's revenue base
“Expected annual revenues from this customer raised to $8-10M”
30 Oct 20256-KSilicom Q3 2025: revenue $15.6M (+5% YoY), GAAP net loss -$2.8M, non-GAAP net loss -$2.1M. Design win momentum (8 YTD) and PQC wins. Guides Q4 revenue $15-16M, projects double-digit growth in 2026.earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q3-2025 | $16M | +5% y/y |
| GAAP net loss · Q3-2025 | $-3M | |
| Non-GAAP net loss · Q3-2025 | $-2M |
Guidance
Q4 revenue $15-16M; double-digit growth in 2026
Q4 guidance in line with Q3; long-term growth outlook positive driven by design wins.
Risks flagged
Continued losses and reliance on design win conversion for future growth.
“net loss for the quarter totalled $2.8 million ... design wins ... will be the basis for the strong growth” · word for word
28 Oct 20256-KSilicom awarded a $3M design win from a SASE leader; initial orders of $500K placed, ramp expected in 2026.open
Figures in the filing · each found in the filing text
| Design Win annual run-rate · FY2026 | $3M | |
| Initial orders · Q4-2025 | $500000.00 |
Risks flagged
Customer concentration risk; revenue dependent on a single customer's ramp and deal materialization.
“additional upside potential if certain deals materialize” · word for word
SILICOM LTD. — questions
- What did SILICOM LTD. file recently?
- 29 SEC filings in the last 12 months. Latest: 6-K on 2026-10-01 — Silicom Ltd. announced the scheduling of its third quarter 2026 results release for October 29, 2026, with a conference call. No financial results or material events disclosed.
Every figure on this page comes from SILICOM LTD.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.