Silicom Connectivity Solutions AI Inference Post-Quantum Security White-Label Switching Venture Upside. Public Access. Investor Presentation January 29, 2026 Venture Upside. Public Access. Silicom: An Established Public Company with Startup-Like Upside Positioned to deliver venture-style upside across AI inference, post-quantum cybersecurity, and white-labelswitching markets 20 Built on 20+ years of IP, engineering excellence, and execution at scale Safe Harbor Guidelines & Legal Notes The information prese ...

Core Business Performance - Silicom Ltd. reported a revenue of $16.9 million for Q4 2025, marking a 17% increase from $14.5 million in Q4 2024 [2] - For the full year 2025, revenues reached $61.9 million, a 7% increase compared to $58.1 million in 2024 [3] Financial Results - On a GAAP basis, the net loss for Q4 2025 was $2.5 million, or $0.44 per share, an improvement from a net loss of $6.1 million, or $1.05 per share, in Q4 2024 [2] - The full year 2025 net loss on a GAAP basis was $11.5 million, or $2.01 per share, compared to a loss of $13.7 million, or $2.28 per share, in 2024 [4] - Non-GAAP net loss for Q4 2025 was $1.9 million, or $0.34 per share, down from $5.1 million, or $0.87 per share, in Q4 2024 [3] Future Guidance - Management projects Q1 2026 revenues to be between $16.5 million and $17.5 million, indicating an 18% year-over-year growth in the mid-range of guidance [5] - The company expects to achieve double-digit annual growth in 2026 [5] Management Comments - The President and CEO highlighted better-than-projected growth for 2025, with a 17% year-over-year growth in Q4 and 8 new Design Wins during the year [6] - The company is focusing on three major market shifts: AI Inference, Post-Quantum Cryptography, and White-Label Switching, which are expected to provide significant growth opportunities [6][12] Market Opportunities - The AI Inference market is projected to exceed $80 billion by 2030, with Silicom's networking solutions positioned to capitalize on this growth [6] - The Post-Quantum Cryptography market is expected to grow to over $3 billion by 2030, with Silicom being a key provider of hardware-based solutions [12] - The White-Label Switching market is anticipated to disrupt a $6 billion market, with Silicom already engaged with leading customers [12] Company Positioning - Silicom is recognized as a provider of high-performance networking and data infrastructure solutions, serving critical technologies in various sectors [13] - The company has a strong balance sheet, enabling it to invest in growth while maintaining a conservative financial profile [7]