Silicom Reports Q3 2026 Results

Liron Eizenman, President and CEO of Silicom

“We are pleased to report outstanding third quarter revenues of $26.7 million, a 71% increase over Q3 2025. Driven by strong execution and the significant leverage inherent in our business model, we returned to non-GAAP profitability well ahead of our initial expectations. These results reinforce our confidence in the strength of our target markets, the effectiveness of our execution, and the soundness of our strategic plan.”

Liron Eizenman, President and CEO of Silicom

“Our growth continues to be fueled by strong Design Win momentum. The Design Wins we secure today drive growth for years to come, making them one of the most important indicators of our future performance. The two new Design Wins we added this quarter bring our year-to-date total to eight, already exceeding the low end of our full-year guidance while positioning us on track to meet or exceed the high end.”

Liron Eizenman, President and CEO of Silicom

“Our pipeline remains deep and diverse, with opportunities across our entire product portfolio - Edge systems, Smart NICs and FPGA - as well as AI Inference, White Box Switches, and Post-Quantum Cryptography. We are particularly encouraged by the success of our strategic plan, which is giving us the means to invest both in our core business and in the significant long-term potential upside of AI Inference, a natural extension of our core expertise, capabilities, customer base and IP roots.”

Liron Eizenman, President and CEO of Silicom

“Taken together, these achievements demonstrate clearly that Silicom has passed an inflection point. Customer demand continues to expand, growth momentum continues to build, and our return to profitability marks a significant milestone. With accelerating revenues and our business fundamentals strengthening, we expect to close 2026 on a high note, carrying this exceptional momentum into a highly promising 2027.”