Silicom Ltd
silicom-usa.comWhat Do They Do?
Sells network adapters, server acceleration cards and edge computing platforms to cloud providers, service providers and equipment makers.
20-F for FY2025, filed Apr 28, 2026Our growth initiatives are supported by our core business operations. Our products are used by major Cloud players, service providers…View ↗
Server Network Interface Cards (Server Adapters): We have developed a comprehensive line of Server Adapters that facilitate interaction…View ↗
Offload & Acceleration: We offer high-performance cards that independently execute encryption and data compression tasks, which are…View ↗
Smart Platforms (Edge Products): Our Smart Platforms function as full computing platforms within networking-intensive environments…View ↗
How Do They Make Money?
Customers buy networking and data infrastructure products, with most sales tied to shipment or delivery; custom-made products can be charged for work completed if a customer ends the contract.
$61.9M
-
20-F for FY2025, filed Apr 28, 2026
$61.9M ↗
Who Are Their Customers?
OEMs buy products for use in their systems; Silicom also sells directly to service providers, telecom companies and cloud providers. OEMs sell their systems onward to service providers, governments, enterprises and data centers.
20-F for FY2025, filed Apr 28, 2026For all of our Server Adapters and for some of our Smart Cards and Smart Platforms, our sales and marketing have been mostly carried out…View ↗
Our OEM customers sell their products to Service providers, Telcos, Governments, Enterprises (headquarter and branch) and to Data Centers…View ↗
In addition, due to the trends that we see in our industry, including primarily the shift to the Cloud and the trend of Disaggregation…View ↗
Do Revenues Turn Into Profits?
No. It lost $11.5M in FY2025.
20-F for FY2025, filed Apr 28, 2026
−$12.3MView ↗
20-F for FY2025, filed Apr 28, 2026
−$11.5MView ↗
20-F for FY2025, filed Apr 28, 2026
−$3.3MView ↗
How Are They Changing?
Shrinking. Revenue fell 52% in 4 years, from $128.5M in FY2021 to $61.9M in FY2025, about 17% a year.
New growth markets
The latest report describes FPGA-based AI inference hardware, post-quantum cryptography accelerators and white-label switching platforms as strategic growth initiatives; the older report describes server adapters, smart cards and edge platforms.
20-F for FY2022, filed Apr 27, 2023 20-F for FY2025, filed Apr 28, 20261. AI Inference Solutions We are actively addressing the shift in AI economics from training-centric to inference-driven models. As the…View ↗
2. Post-Quantum Cryptography (PQC) Cybersecurity We view the transition to PQC as a mandatory global upgrade driven by the security risks…View ↗
3. White-Label Switching (WLS) The networking market is experiencing a structural shift toward disaggregation, where we see network…View ↗
Who Do They Compete With?
Competes with Nvidia, Intel, Broadcom, Marvell, Netronome, Napatech, BittWare, Lanner, Caswell, AMD, Advantech, Nexcom, Edgecore Networks, Quanta Cloud Technology, Celestica, Delta Electronics, Cisco, Juniper, and Arista
20-F for FY2025, filed Apr 28, 2026Server Adapters: Our main competitors are Nvidia, Intel, and Broadcom. However, these companies seem to be targeting mostly major accounts…View ↗
Loading...
