Silicom Ltd Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
1analyst covering
FY Revenue (est.)
$82.6Mnext fiscal year
FY EPS (est.)
-$0.88next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 29 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Quarterly Revenue Growth (YoY) Quarterly3,300.0%Target: Double-digit growth throughout 2026 and 2027
Annual Design Wins Annually4.0Target: 7 to 9 design wins
Gross Margin Quarterly3,000.0%Target: Expansion through operational leverage and high-value product mix
Watch Items
- AI Inference Infrastructure Revenue RampTrigger: Material revenue contributions starting in fiscal year 2027Action: Monitor customer deployment timelines and initial purchase orders from the pioneering AI inference acceleration provider.
- White-Label Switch Family CommercializationTrigger: First production orders expected to be fulfilled during H2 2026Action: Track the delivery schedule and initial revenue recognition from the $5 million/year Tier-1 global cybersecurity design win.
- Geopolitical and Supply Chain Risks in IsraelTrigger: Disruptions to manufacturing, R&D, or component supply chains (e.g., memory components)Action: Assess operational continuity updates in quarterly filings and evaluate alternative manufacturing or sourcing strategies.
Research as of 19 Jun 2026