Silicom Ltd · NASDAQ:SILC

Silicom — Q4 2025 Earnings Presentation

16 slides from Silicom's earnings presentation, Jan 29, 2026

  1. Slide 1: Venture Upside. Public Access.

    Silicom Connectivity Solutions AI Inference Post-Quantum Security White-Label Switching Venture Upside. Public Access. Investor Presentation January 29, 2026

  2. Slide 2: Safe Harbor Guidelines & Legal Notes

    Safe Harbor Guidelines & Legal Notes The information presented today contains forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995. Such statements may include, but are not limited to, anticipated future financial and operating results and Silicom’s outlook a

  3. Slide 3: Silicom: An Established Public Company with Startup-Like Upside

    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-label switching markets Built on 20+ years of IP, engineering excellence, 20 and execution at scale Tr

  4. Slide 4: The Investment Thesis

    The Investment Thesis The Opportunity The Foundation Venture-style upside in public markets Proven execution platform with with exposure to three high-growth 20+ years of IP development, markets: Al inference, Post-Quantum engineering, and delivery of high- Cryptography, and White-Label Switching pe

  5. Slide 5: Three Tectonic Shifts in Technology Infrastructure

    Three Tectonic Shifts in Technology lnfrastructure 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

  6. Slide 6: Core Business Ahead of Plan - Upsides Build on Strength

    Core Business Ahead of Plan - Upsides Build on Strength, Not Repair a Weakness Core Business Momentum The Strategic Context • 2025 exceeded expectations; resilient • The three upside opportunities (AI, PQC, demand WLS) are incremental growth engines • Double-digit growth planned for 2026 • Not a res

  7. Slide 7: AI Inference: The Next Phase of AI Monetization

    AI lnference: 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 infrastr

  8. Slide 8: Solving the Critical AI Inference Networking Bottleneck

    Solving the Critical AI lnference Networking Bottleneck Our Solutions (Existing Market Proof) • Inference-Optimized FPGA-based Solution: Already deployed at customer PoC level • Inference-Specific NIC (AI-NIC) Solution: ln design, based on a leading high-performance networking chip Our Right to Win

  9. Slide 9: Post-Quantum Cryptography (PQC): A Forced Global Upgrade

    Post-Quantum Cryptography (PQC): A Forced Global Upgrade The Shift $34B Quantum computing threatens all existing public-key cryptography Governments and enterprises must transition to quantum-resistant standards This migration is mandatory, not discretionary $11. 5B The Opportunity • Driven by s

  10. Slide 10: 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 A

  11. Slide 11: 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, lncumbents Market Share Transition white-label solutions ~$12-15B This trend mirrors prior industry transitions in se

  12. Slide 12: 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 White-Label networking solutions, including Edge servers, SD- Switching WAN, and SASE platforms IP, know-how, and customer relationships are directly transferable to sw

  13. Slide 13: A Foundation Built on 20+ Years of High-Performance Execution

    A Foundation Built on 20+ Years of High-Performance Execution 20+ Years delivering high-performance Global networking, edge Presence: compute, hardware USA (~75%), accelerators, and FPGA- EMEA, APAC based solutions Leading supplier Proven Engineering 200+ Global & IP coupled with of Edge/CPE units,

  14. Slide 14: A Fortress Balance Sheet to Fund Growth and De-Risk Investment

    A Fortress Balance Sheet to Fund Growth and De-Risk lnvestment Cash & Cash Equivalents $74M Working Capital + $111M Marketable Securities $20/share) Total Debt $0 Shareholders Equity $117M Provides flexibility to invest in growth while maintaining a conservative financial profile 14 * As of Decemb

  15. Slide 15: 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 A

  16. Slide 16: Venture Upside. Public Access.

    Venture Upside. Public Access.

Silicom — Q4 2025 Earnings Presentation on 6ix