Company Overview & Strategy - The company is a leading provider of Data Center & Edge Computing solutions[4] - The company aims to achieve EPS of $3+ as revenues return to $150-160 million[14] - The company plans to achieve double-digit annual growth rates starting from 2026[14] - The company focuses on Edge Systems, Smart NICs, and FPGAs product lines[14] Financial Performance & Position - Q3 2025 revenues were $15.6 million, with a gross profit of $5.0 million (31.8% of revenues) and a net loss of $2.1 million (13.3% of revenues)[29] - Q1-Q3 2025 revenues totaled $45.0 million, with a gross profit of $14.1 million (31.3% of revenues) and a net loss of $6.1 million (13.7% of revenues)[30] - The company has cash & cash equivalents of $75.8 million and no debt[6, 31] - The company's working capital is $93.0 million, and shareholders' equity is $119.6 million[5, 31] Market Segmentation - North America accounts for 75% of the company's last twelve-month revenues[12, 13] - EMEA accounts for 17% of the company's last twelve-month revenues[12, 13] - APAC accounts for 8% of the company's last twelve-month revenues[12, 13]
Silicom .(SILC) - 2025 Q3 - Earnings Call Presentation