SILICOM LTD.

Silicom reported strong financial results for the second quarter of 2026, with revenue increasing 59% year-over-year to $23.8 million. The company significantly improved its net loss, both on a GAAP and non-GAAP basis, and now projects a return to quarterly non-GAAP profitability by the end of the year, earlier than anticipated. Driven by faster-than-projected growth in its core business and initial AI-Inference production orders, Silicom raised its full-year revenue guidance to $93-$95 million, representing over 50% growth. The company also achieved a major strategic milestone with its first AI-Inference production order and secured seven new Design Wins.

Silicom Ltd. announced it has secured a new Design Win for a custom high-speed server adapter from an existing blue-chip customer. This new win is expected to significantly boost revenue from the customer, with total annual revenue projected to scale from approximately $3 million in 2026 to nearly $10 million in 2027. The company's CEO emphasized the customer's trust in Silicom's technical capabilities and the reinforcing nature of their product lines.

Silicom Ltd. announced that it will release its second quarter 2026 financial results on Wednesday, July 29, 2026. The company will host a conference call on the same day at 9:00 AM Eastern Time to discuss the results and answer investor questions. Investors can access the call via a webcast link on Silicom's investor relations website or by dialing in using provided teleconferencing numbers. A replay of the call will be available for three months.

Silicom Ltd. announced a significant milestone in its AI inference market expansion, receiving its first production order for a high-performance AI inference solution. This order, scheduled for delivery in 2026, elevates the company's total expected AI inference revenues for 2026 into the multi-million-dollar range. The company views AI inference as a major growth opportunity, anticipating substantial revenue build-up in 2027 and beyond.

Silicom's Annual General Meeting approved the re-election of Mr. Yeshayahu Orbach to the Board and salary increases for CEO Liron Eizenman (to NIS 73,850/month) and Active Chairman Avi Eizenman (to NIS 108,175/month), both retroactive to January 1, 2026. Shareholders rejected RSU grants for both executives. However, the Compensation Committee and Board subsequently overrode the rejection for the CEO's 38,333 RSU grant, making it subject to a performance condition of US$83 million consolidated revenues for fiscal year 2026. Kesselman & Kesselman (PwC Israel) was also appointed as the independent public accountants.

Silicom Ltd. announced a significant design win with a Tier-1 global cyber security leader, which selected Silicom's white-label switches for its security platforms. This deal is projected to generate approximately $5 million in annual sales after full ramp-up, with initial production orders expected in 2026. The win marks the establishment of white-label switching as a new product line for Silicom and opens doors for further expansion with this customer and others.

Silicom Ltd. announced it has secured initial orders from a Tier-1 hyperscaler for its AI inference solutions, with deliveries scheduled for the first half of 2026. These orders support a Proof of Concept (PoC) planned for the second half of 2026. A successful PoC could lead to a full-scale deployment requiring tens of thousands of Silicom units, each with a multi-thousand-dollar Average Selling Price. This milestone highlights Silicom's rapid progress in the AI inference market, having now secured orders from two major AI compute contenders for two distinct products, alongside a new order for a third inference-specific product.

Silicom Ltd. announced its participation in the 21st Annual Needham Technology, Media, & Consumer Conference. A senior executive will deliver a formal presentation on Tuesday, May 12, 2026, at 8:00 a.m. ET. Following the presentation, the executive will host one-on-one meetings with institutional investors for the remainder of the day.

Silicom Ltd. reported strong financial results for Q1 2026, with revenues increasing 33% year-over-year to $19.1 million. The company also significantly reduced its GAAP net loss to $2.4 million and non-GAAP net loss by 31% to $1.5 million. Management provided optimistic guidance for Q2 2026, projecting revenues of $20-$21 million, representing up to 40% YoY growth, and anticipates 2026 sales to reach $82-$83 million, driven by accelerating core business momentum and new design wins.

Silicom Ltd. announced its Annual General Meeting (AGM) to be held on June 3, 2026, where shareholders will vote on several key proposals. These include the re-election of Mr. Yeshayahu Orbach as a director, approval of salary increases for CEO Liron Eizenman and Chairman Avi Eizenman, and the grant of Restricted Stock Units (RSUs) to both executives. Additionally, shareholders will consider authorizing annual bonuses for Mr. Orbach and appointing PwC Israel as the independent public accountants for 2026.