Silicom Ltd · NASDAQ:SILC
Silicom — Q1 2026 Earnings Presentation
20 slides from Silicom's earnings presentation, Apr 30, 2026
Slide 1: Venture Upside. Public Access.
Silicom Connectivity Solutions AI Inference Post-Quantum Security White-Label Switching Venture Upside. Public Access. Investor Presentation April 30, 2026
Slide 2: Safe Harbor Guidelines & Legal Notes
Safe Harbor Guidelines & Legal Notes The information presented today contains forward-looking statements within the meaning of applicable securities laws. Such statements may include, but are not limited to, Silicom’s market opportunities, technology developments, industry trends, financial outlook,
Slide 3: Silicom: An Established Fast Growing Public Company with Startup-Like Upside
Venture Upside. Public Access. Silicom: An Established Fast Growing Public Company with Startup-Like Upside Positioned to deliver venture-style upside across AI inference, post-quantum cybersecurity, and white-label switching markets Built on four decades of IP, engineering excellence, ~40 and execu
Slide 4: The Investment Thesis
The Investment Thesis The Opportunity The Foundation Venture-style upside in public markets with Proven execution platform with four decades exposure to three high-growth markets: of IP development, engineering, and delivery Al inference, Post-Quantum Cryptography, of high-performance networking and
Slide 5: An inflection point driving accelerated momentum and exceptional revenue visibility
An inflection point driving accelerated momentum and exceptional revenue visibility 8 Forward guidance projects ~40% YoY Resilient core business 22.0 growth for Q2 2026 45.0% Major Design demand is growing faster 21 39.8% 40.0% Wins achieved in than projected. 20.0 33% YoY growth 2025 19.1 in Q1 202
Slide 6: A foundation of execution and a legacy of high-performance infrastructure
A foundation of execution and a legacy Financial Fortress Dashboard of high-performance infrastructure As of December 31st, 2025 $63M Total Liquidity ~75% of revenues Founded Structural stability $109M and cash position $19 per share) in 1987 driven strictly by Working capital and continuous histo
Slide 7: Powering the network edge and data center across three core product groups
Powering the network edge and data center across three core product groups Server Adapters Smart Cards (including FPGAs) Smart Platforms (Edge/uCPE) Widest industry selection Intelligent & programmable Entry-level to robust rack-mounted units • Rapid development based on • Offloads intensive tasks l
Slide 8: Winning against the competition through agility, customization, and strategic partnerships
Winning against the competition through agility, customization, and strategic partnerships Server Adapters & Smart Cards Smart Platforms (Edge Solutions) The competitors The competitors Focused predominantly on major accounts, Mass-market vendors often mandate inflexible forcing customers into a lim
Slide 9: Building embedded, long-term revenue through our proven Design Win model
Building embedded, long-term revenue through our proven Design Win model Step 1: The Partnership Process Silicom secures business through rigorous technical evaluation and qualification, proving hardware superiority and reliability Step 3: OEM Synergies before commercial deployment. Collaboration wi
Slide 10: Three Tectonic Shifts in Technology Infrastructure
Three Tectonic Shifts in Technology Infrastructure AI INFERENCE Rapidly growing demand for efficient, scalable inference infrastructure as AI focus and investments shift from training to inference at scale POST-QUANTUM CYBERSECURITY An inevitable, mandatory transition as quantum threats force a glob
Slide 11: AI Inference: The Next Phase of AI Monetization
AI Inference: The Next Phase of AI Monetization The Shift $80 100B by 2030 AI-Inference hardware/chip TAM ($B) • AI economics are rapidly shifting from training-centric to inference-driven • Recent multi-billion-dollar investments & acquisitions highlight the strategic value of inference infrastru
Slide 12: The Two Main Bottlenecks Starving AI Inference
The Two Main Bottlenecks Starving AI Inference THE PHYSICAL LIMIT THE TIME LIMIT The Latency Wall The Hardware Lottery Standard networking infrastructure cannot support AI LLMs advance via weekly algorithmic breakthroughs, inference at scale. This restricts data flow across chips, while ASICs are lo
Slide 13: The Adaptive Hardware Architecture
The Adaptive Hardware Architecture • Real-Time Co-Design: Empowers customers to co-design software stacks, novel ML optimizations, and compute hardware in near real-time. FPGAs act as a reconfigurable extension of software rather than OUR fixed hardware constraints. SOLUTIONS • Ultra-Low Latency Net
Slide 14: Unifying Ultra-Fast Data Movement with Agile Processing
Unifying Ultra-Fast Data Movement with Agile Processing AI-optimization-first Co-design ML optimization, SW and HW at near real time Ultra-Low-Latency Networking By simultaneously eliminating the networking bottleneck and defeating the hardware lottery, 14 Silicom delivers an unmatched, future-proof
Slide 15: Post-Quantum Cryptography (PQC): A Forced Global Upgrade
Post-Quantum Cryptography (PQC): A Forced Global Upgrade The Shift $34B Quantum computing threatens all existing public-key cryptography Governments and enterprises must transition to quantum-resistant standards This migration is mandatory, not discretionary The Opportunity $11. 5B • Driven by s
Slide 16: A Production-Ready Solution for an Inevitable Transition
A Production-Ready Solution for an Inevitable Transition Our Solution (Differentiated & Ready) One of the only mature, end-to-end hardware-based PQC accelerator solutions currently available Delivers clear economic advantages versus alternative approaches Our Right to Win (Strong Legacy in Crypto Ac
Slide 17: White-Label Switching (WLS): Infrastructure Disruption
White-Label Switching (WLS): Infrastructure Disruption The Shift Network operators are transitioning from White-Label Switching vs. Proprietary proprietary hardware to disaggregated, white-label solutions lncumbents Market Share Transition ~$12-15B This trend mirrors prior industry transitions in se
Slide 18: A Natural Extension of Our Core Expertise
A Natural Extension of Our Core Expertise Our Solution (Leveraging Core Expertise) We are already a leading supplier of white-label networking solutions, including Edge servers, SD-WAN, White-Label and SASE platforms Switching IP, know-how, and customer relationships are directly transferable to swi
Slide 19: The Convergence: A Unique Investment Profile
The Convergence: A Unique Investment Profile • Three Structural Growth Markets Uniquely positioned at the intersection of Al Inference, PQC, and White-Label Switching • Venture-Style Upside Early execution and design wins demonstrate a clear path to capturing a share of massive TAMs • Public Market
Slide 20: Venture Upside. Public Access.
Venture Upside. Public Access.