View ValuationSilicom 将来の成長Future 基準チェック /16 Silicomは収益が増加すると予測されています。主要情報n/a収益成長率n/aEPS成長率Communications 収益成長15.9%収益成長率19.7%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日30 Apr 2026今後の成長に関する最新情報お知らせ • May 02Silicom Ltd. Provides Revenue Guidance for the Second Quarter of 2026Silicom Ltd. provided revenue guidance for the second quarter of 2026. For the second quarter, company expected second quarter revenues to range from $20 to $21 million, representing accelerated 40% growth on a year-over-year basis at the upper end of the guidance.お知らせ • Jan 29Silicom Ltd. Provides Revenue Guidance for the First Quarter of 2026Silicom Ltd. provided revenue guidance for the first quarter of 2026. For the quarter, the management projects that revenues for the first quarter of 2026 will range from $16.5 million to $17.5 million, representing 18% growth year-over-year in the mid-range of the guidance. This affirms the Company’s expectation of generating double digit annual growth in 2026.お知らせ • Oct 31Silicom Ltd. Provides Revenue Guidance for the Fourth Quarter of 2025Silicom Ltd. provided revenue guidance for the fourth quarter of 2025. For the quarter, management projects that revenues will range from $15 million to $16 million.お知らせ • Aug 01Silicom Ltd. Provides Financial Guidance for the Third Quarter and Full Year 2025Silicom Ltd. provided financial guidance for the third quarter and full year 2025. The company announced that the Management projects that revenues for the third quarter of 2025 will range from $15 million to $16 million. Growth for 2025 as a whole is expected to be in the low single digits, with a double digit annual growth rate materializing gradually from 2026.お知らせ • Apr 28Silicom Ltd. Provides Earnings Guidance for the Second Quarter of 2026Silicom Ltd. provided earnings guidance for the second quarter of 2026 . For the year, company expected revenues will range from $14.5 million to $15.5 million. Growth for 2025 as a whole is expected to be in the low single digits, with a double digit annual growth rate materializing gradually from 2026.お知らせ • Jan 30Silicom Ltd. Provides Revenues Guidance First Quarter of 2025Silicom Ltd. provided revenues guidance first quarter of 2025. Management projects that revenues for the first quarter of 2025 will range from $14 million to $15 million.すべての更新を表示Recent updatesお知らせ • May 02Silicom Ltd. Provides Revenue Guidance for the Second Quarter of 2026Silicom Ltd. provided revenue guidance for the second quarter of 2026. For the second quarter, company expected second quarter revenues to range from $20 to $21 million, representing accelerated 40% growth on a year-over-year basis at the upper end of the guidance.お知らせ • Apr 30Silicom Ltd., Annual General Meeting, Jun 03, 2026Silicom Ltd., Annual General Meeting, Jun 03, 2026. Location: 4 atir yeda street, 4464323., kfar sava Israelお知らせ • Mar 31Silicom Ltd. to Report Q1, 2026 Results on Apr 30, 2026Silicom Ltd. announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026お知らせ • Jan 29Silicom Ltd. Provides Revenue Guidance for the First Quarter of 2026Silicom Ltd. provided revenue guidance for the first quarter of 2026. For the quarter, the management projects that revenues for the first quarter of 2026 will range from $16.5 million to $17.5 million, representing 18% growth year-over-year in the mid-range of the guidance. This affirms the Company’s expectation of generating double digit annual growth in 2026.お知らせ • Jan 05Silicom Ltd. to Report Q4, 2025 Results on Jan 29, 2026Silicom Ltd. announced that they will report Q4, 2025 results Pre-Market on Jan 29, 2026お知らせ • Oct 31Silicom Ltd. Provides Revenue Guidance for the Fourth Quarter of 2025Silicom Ltd. provided revenue guidance for the fourth quarter of 2025. For the quarter, management projects that revenues will range from $15 million to $16 million.お知らせ • Sep 30Silicom Ltd. to Report Q3, 2025 Results on Oct 30, 2025Silicom Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025お知らせ • Aug 01Silicom Ltd. Provides Financial Guidance for the Third Quarter and Full Year 2025Silicom Ltd. provided financial guidance for the third quarter and full year 2025. The company announced that the Management projects that revenues for the third quarter of 2025 will range from $15 million to $16 million. Growth for 2025 as a whole is expected to be in the low single digits, with a double digit annual growth rate materializing gradually from 2026.お知らせ • Jul 02Silicom Ltd. to Report Q2, 2025 Results on Jul 31, 2025Silicom Ltd. announced that they will report Q2, 2025 results on Jul 31, 2025お知らせ • May 07Silicom Ltd., Annual General Meeting, Jun 18, 2025Silicom Ltd., Annual General Meeting, Jun 18, 2025. Location: 14 atir yeda street, 4464323, kfar sava Israelお知らせ • Apr 28Silicom Ltd. Provides Earnings Guidance for the Second Quarter of 2026Silicom Ltd. provided earnings guidance for the second quarter of 2026 . For the year, company expected revenues will range from $14.5 million to $15.5 million. Growth for 2025 as a whole is expected to be in the low single digits, with a double digit annual growth rate materializing gradually from 2026.お知らせ • Apr 01Silicom Ltd. to Report Q1, 2025 Results on Apr 28, 2025Silicom Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025お知らせ • Jan 30Silicom Ltd. Provides Revenues Guidance First Quarter of 2025Silicom Ltd. provided revenues guidance first quarter of 2025. Management projects that revenues for the first quarter of 2025 will range from $14 million to $15 million.お知らせ • Jan 02Silicom Ltd. to Report Q4, 2024 Results on Jan 30, 2025Silicom Ltd. announced that they will report Q4, 2024 results on Jan 30, 2025お知らせ • Nov 02Silicom Ltd. Provides Financial Guidance for the Fourth Quarter of 2024 and Full Year of 2025Silicom Ltd. projects that revenues for the fourth quarter of 2024 will range from $14 million to $15 million. Growth in 2025 is expected to be in the low single digits, with strong 20%-30% compound annual growth rate materializing gradually from 2026.Reported Earnings • Nov 01Third quarter 2024 earnings released: US$0.44 loss per share (vs US$0.18 profit in 3Q 2023)Third quarter 2024 results: US$0.44 loss per share (down from US$0.18 profit in 3Q 2023). Revenue: US$14.8m (down 51% from 3Q 2023). Net loss: US$2.63m (down 317% from profit in 3Q 2023). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Communications industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.お知らせ • Oct 01Silicom Ltd. to Report Q3, 2024 Results on Oct 31, 2024Silicom Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024Reported Earnings • Jul 30Second quarter 2024 earnings released: US$0.25 loss per share (vs US$0.56 profit in 2Q 2023)Second quarter 2024 results: US$0.25 loss per share (down from US$0.56 profit in 2Q 2023). Revenue: US$14.5m (down 62% from 2Q 2023). Net loss: US$1.52m (down 140% from profit in 2Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 3.3% growth forecast for the Communications industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 47 percentage points per year, which is a significant difference in performance.お知らせ • Jul 30Silicom Ltd. Provides Earnings Guidance for Third Quarter of 2024Silicom Ltd. provided earnings guidance for third quarter of 2024. For the quarter, the company expects revenues will range from $14 million to $15 million, and expects that revenues for the second half of 2024 as a whole to be similar to those of the first half.お知らせ • Jul 02Silicom Ltd. to Report Q2, 2024 Results on Jul 29, 2024Silicom Ltd. announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Jul 29, 2024お知らせ • May 09Silicom Ltd., Annual General Meeting, Jun 18, 2024Silicom Ltd., Annual General Meeting, Jun 18, 2024, at 14:00 Israel Standard Time. Location: offices of the Company at 14 Atir Yeda Street Kfar Sava 4464323, Israel Kfar Sava Israel Agenda: To consider and act upon a proposal to re-elect Mr. Avi Eizenman, the Active Chairman of the Board of Directors, to the Company's Board of Directors, to hold office as director for a three-year term commencing on the date of the Meeting until the Annual General Meeting of Shareholders to be held in the year 2027, and until his successor has been duly elected; to consider and act upon a proposal to re-elect Mr. Eli Doron, to the Company's Board of Directors, to hold office as director for a three-year term commencing on the date of the Meeting until the Annual General Meeting of Shareholders to be held in the year 2027, and until his successor has been duly elected; to consider proposal to approve a framework for the grant of up to 10,000 Restricted Stock Units to Mr. Yeshayahu Orbach, the Company's Vice Chairman of the Board of Directors, to be granted from time to time in connection with certain services to be provided by him; and to consider other business matters.Reported Earnings • May 04First quarter 2024 earnings released: US$0.55 loss per share (vs US$0.52 profit in 1Q 2023)First quarter 2024 results: US$0.55 loss per share (down from US$0.52 profit in 1Q 2023). Revenue: US$14.4m (down 61% from 1Q 2023). Net loss: US$3.43m (down 197% from profit in 1Q 2023). Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.お知らせ • May 03Silicom Ltd. Provides Revenue Guidance for the Second Quarter and Full Year 2024Silicom Ltd. provided revenue guidance for the second quarter and full year 2024. For the quarter, the company expects revenues will range from $15 million to $17 million. The company believes that excess customer inventories and global economy headwinds will ease moving forward through 2024, resulting in second half revenues that are higher than those of the first half, and full-year revenues of approximately $70 million.お知らせ • Apr 02Silicom Ltd. to Report Q1, 2024 Results on May 02, 2024Silicom Ltd. announced that they will report Q1, 2024 results on May 02, 2024Reported Earnings • Mar 21Full year 2023 earnings released: US$3.94 loss per share (vs US$2.73 profit in FY 2022)Full year 2023 results: US$3.94 loss per share (down from US$2.73 profit in FY 2022). Revenue: US$124.1m (down 18% from FY 2022). Net loss: US$26.4m (down 244% from profit in FY 2022). Revenue is expected to decline by 2.5% p.a. on average during the next 3 years, while revenues in the Communications industry in Europe are expected to grow by 2.4%. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.Reported Earnings • Feb 02Full year 2023 earnings released: US$0.44 loss per share (vs US$2.73 profit in FY 2022)Full year 2023 results: US$0.44 loss per share (down from US$2.73 profit in FY 2022). Revenue: US$124.1m (down 18% from FY 2022). Net loss: US$2.96m (down 116% from profit in FY 2022). Revenue is expected to decline by 2.5% p.a. on average during the next 3 years, while revenues in the Communications industry in Europe are expected to grow by 2.5%. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.New Risk • Nov 08New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €91.6m (US$98.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Market cap is less than US$100m (€91.6m market cap, or US$98.1m).お知らせ • Oct 28Silicom Ltd. Provides Earnings Guidance for the Fourth Quarter of 2023Silicom Ltd. provided earnings guidance for the fourth quarter of 2023. For the period, the company expects revenue to be in the range between $20 million and $21 million, and that 2024 as a whole will be challenging. However, expect to return to double digit growth in 2025.Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: US$1.80 (vs US$0.89 in 3Q 2022)Third quarter 2023 results: EPS: US$1.80 (up from US$0.89 in 3Q 2022). Revenue: US$300.6m (up US$261.4m from 3Q 2022). Net income: US$12.1m (up 102% from 3Q 2022). Profit margin: 4.0% (down from 15% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 17% p.a. on average during the next 3 years, while revenues in the Communications industry in Europe are expected to grow by 1.3%. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Oct 26Investor sentiment deteriorates as stock falls 38%After last week's 38% share price decline to €14.00, the stock trades at a trailing P/E ratio of 5.5x. Average forward P/E is 14x in the Communications industry in Europe. Total loss to shareholders of 54% over the past three years.お知らせ • Oct 05Silicom Ltd. to Report Q3, 2023 Results on Oct 26, 2023Silicom Ltd. announced that they will report Q3, 2023 results on Oct 26, 2023お知らせ • Aug 17Silicom Launches New High-End Edge Product LineSilicom Ltd. launched a new line of advanced high-end Edge platforms together with a major design win and initial $3.5 million order. The order for these feature-rich, high compute-power products was placed by a security solution vendor, one of Silicom's long-time customers, to support its advanced compute and networking-intensive use cases. Deliveries of first production units are planned for the first quarter of 2024. In parallel, Silicom is in discussions and POCs regarding these products with other customers and prospects for a diverse range of AI, cybersecurity, SASE, SD-WAN, content delivery and additional applications.New Risk • Aug 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.1% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.6% average weekly change).お知らせ • Aug 01Silicom Ltd. Provides Earnings Guidance for the Third Quarter of 2023Silicom Ltd. provided earnings guidance for the third quarter of 2023. For the quarter, the company expects that it will be a slower quarter, with revenues ranging between $30 million and $31 million.Reported Earnings • Jul 31Second quarter 2023 earnings released: EPS: US$0.56 (vs US$0.68 in 2Q 2022)Second quarter 2023 results: EPS: US$0.56 (down from US$0.68 in 2Q 2022). Revenue: US$38.1m (up 12% from 2Q 2022). Net income: US$3.81m (down 16% from 2Q 2022). Profit margin: 10.0% (down from 13% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Jul 07Silicom Ltd. Launches Edge AI Product Line and Announces Partnership with HailoSilicom Ltd. announced the first in a new line of Edge AI products, the first fruit of a new partnership that it has formed with Hailo. The new product line integrates Hailo's AI-accelerators into Silicom's existing Edge platforms, thereby solving performance challenges for Edge AI use cases. As a result, Silicom's products will be able to offer visual processing and AI inference at the edge at a uniquely attractive price/performance ratio.お知らせ • Jul 04Silicom Ltd. to Report Q2, 2023 Results on Jul 31, 2023Silicom Ltd. announced that they will report Q2, 2023 results on Jul 31, 2023Reported Earnings • Mar 23Full year 2022 earnings released: EPS: US$2.73 (vs US$1.54 in FY 2021)Full year 2022 results: EPS: US$2.73 (up from US$1.54 in FY 2021). Revenue: US$150.6m (up 17% from FY 2021). Net income: US$18.3m (up 74% from FY 2021). Profit margin: 12% (up from 8.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €37.20, the stock trades at a trailing P/E ratio of 14.7x. Average forward P/E is 21x in the Communications industry in Europe. Total returns to shareholders of 19% over the past three years.Reported Earnings • Feb 01Full year 2022 earnings released: EPS: US$2.73 (vs US$1.54 in FY 2021)Full year 2022 results: EPS: US$2.73 (up from US$1.54 in FY 2021). Revenue: US$150.6m (up 17% from FY 2021). Net income: US$18.3m (up 74% from FY 2021). Profit margin: 12% (up from 8.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 31Silicom Ltd. Provides Revenue Guidance for the First Quarter of 2023Silicom Ltd. provided revenue guidance for the first quarter of 2023. The company projects that revenues for the first quarter of 2023 will range between $37 million and $38 million. The midpoint of this range represents 17% year-over-year revenue growth over the first quarter of 2022.お知らせ • Jan 04Silicom Ltd. to Report Q4, 2022 Results on Jan 30, 2023Silicom Ltd. announced that they will report Q4, 2022 results on Jan 30, 2023Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Ayelet Hayak was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Nov 02Silicom Ltd. Provides Earnings Forecast for the Fourth Quarter and Full Year 2022Silicom Ltd. provided earnings forecast for the fourth quarter and full year 2022. For the quarter, the company project revenues to range between $43 million and $45 million. The midpoint of this range represents 21% year-over-year revenue growth over the fourth quarter of 2021.For the full year, Company expects revenues of $148 million to $150 million and at the midpoint, 16% of a debt of 2021 revenues.Reported Earnings • Nov 01Third quarter 2022 earnings released: EPS: US$0.89 (vs US$0.39 in 3Q 2021)Third quarter 2022 results: EPS: US$0.89 (up from US$0.39 in 3Q 2021). Revenue: US$39.2m (up 19% from 3Q 2021). Net income: US$5.99m (up 129% from 3Q 2021). Profit margin: 15% (up from 8.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 14% per year.お知らせ • Oct 04Silicom Ltd. to Report Q3, 2022 Results on Oct 31, 2022Silicom Ltd. announced that they will report Q3, 2022 results at 9:30 AM, US Eastern Standard Time on Oct 31, 2022Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: US$0.68 (vs US$0.30 in 2Q 2021)Second quarter 2022 results: EPS: US$0.68 (up from US$0.30 in 2Q 2021). Revenue: US$34.2m (up 13% from 2Q 2021). Net income: US$4.52m (up 122% from 2Q 2021). Profit margin: 13% (up from 6.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 20%, compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • Jul 29Silicom Ltd. Provides Revenue Guidance for Third Quarter 2022Silicom Ltd. provided revenue guidance for third quarter 2022. For the period company expects revenue to range between $38 million and $40 million. The midpoint of this range represents 18% year-over-year revenue growth over the third quarter of 2021.お知らせ • Jul 06Silicom Ltd. to Report Q2, 2022 Results on Jul 28, 2022Silicom Ltd. announced that they will report Q2, 2022 results at 9:30 AM, US Eastern Standard Time on Jul 28, 2022お知らせ • May 03Silicom Ltd., Annual General Meeting, Jun 07, 2022Silicom Ltd., Annual General Meeting, Jun 07, 2022, at 14:00 Israel Standard Time. Location: 14 Atir Yeda Street, Kfar Sava 4464323 Kfar Sava Israel Agenda: To consider the Amendment of the Company's Articles of Association; to consider re-electing Mr. Avi Eizenman, the Company’s Active Chairman of the Board of Directors, to the Company’s Board of Directors; to consider electing Mr. Ilan Erez, to the Company’s Board of Directors; to consider electing Ms. Ayelet Aya Hayak, to the Company’s Board of Directors; to consider an increase in the monthly base salary of executives; to consider and approve the Compensation Package for Mr. Liron Eizenman; and to consider similar matters.Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: US$0.33 (vs US$0.38 in 1Q 2021)First quarter 2022 results: EPS: US$0.33 (down from US$0.38 in 1Q 2021). Revenue: US$32.1m (up 11% from 1Q 2021). Net income: US$2.17m (down 16% from 1Q 2021). Profit margin: 6.8% (down from 8.9% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 18%, compared to a 7.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Ayelet Hayak was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 05Silicom Ltd. to Report Q1, 2022 Results on Apr 28, 2022Silicom Ltd. announced that they will report Q1, 2022 results on Apr 28, 2022Reported Earnings • Jan 28Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$1.54 (up from US$0.80 in FY 2020). Revenue: US$128.5m (up 20% from FY 2020). Net income: US$10.5m (up 84% from FY 2020). Profit margin: 8.2% (up from 5.3% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 16%, compared to a 5.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Jan 28Silicom Ltd. Provides Earnings Guidance for the First Quarter and Full Year 2022Silicom Ltd. provided earnings guidance for the first quarter and full year 2022. The management projects that revenues for the first quarter of 2022 will range between $31 million and $33 million, a level that is much lower than the company would have forecast based only on demand.Given very long and growing list of design wins that continues to generate strong demand, the company continue to project double-digit growth in 2022 and beyond.Reported Earnings • Oct 29Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$32.9m (up 16% from 3Q 2020). Net income: US$2.62m (up 25% from 3Q 2020). Profit margin: 8.0% (up from 7.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$0.30 (vs US$0.18 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$30.3m (up 31% from 2Q 2020). Net income: US$2.03m (up 56% from 2Q 2020). Profit margin: 6.7% (up from 5.7% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • May 01First quarter 2021 earnings released: EPS US$0.38 (vs US$0.20 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$29.0m (up 31% from 1Q 2020). Net income: US$2.60m (up 74% from 1Q 2020). Profit margin: 8.9% (up from 6.7% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Apr 30+ 1 more updateSilicom Ltd. Announces Revenue Guidance for the Second Quarter of 2021Silicom Ltd. announced revenue guidance for the second quarter of 2021. For the quarter, the company's management projects revenues of $29 million to $30 million. The midpoint of this range represents approximately 28% growth over the second quarter of 2020.Reported Earnings • Mar 17Full year 2020 earnings released: EPS US$0.80 (vs US$1.36 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$107.4m (up 2.1% from FY 2019). Net income: US$5.73m (down 44% from FY 2019). Profit margin: 5.3% (down from 9.7% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.お知らせ • Mar 09Silicom Launches Evenstar Distributed Unit to Accelerate OpenRAN AdoptionSilicom Ltd. announced the launch of its O-RAN compliant, Evenstar Distributed Unit (DU) in collaboration with Facebook Connectivity and other Evenstar partners. The Evenstar DU addresses the growing mobile operator demand for best-in-breed, unbundled DUs that meet 3GPP and O-RAN specifications in order to facilitate the roll-out of OpenRAN 4G and 5G networks.Launched last year in collaboration with a number of industry players, the Evenstar program aims to accelerate the adoption of OpenRAN solutions by contributing RAN reference architecture to the Telecom Infra Project'sOpenRAN Project Group. The concept behind OpenRAN is to enable operators to decouple key network components, including RUs (Radio Units), DUs (Distribution Units) and CUs (Central Units), enabling best-of-breed components from diverse vendors to be combined into networks for superior performance. This approach is key for driving innovation and reducing network costs.Recent Insider Transactions • Mar 04Insider recently sold €3.2m worth of stockOn the 25th of February, Zohar Zisapel sold around 77k shares on-market at roughly €41.69 per share. In the last 3 months, they made an even bigger sale worth €6.5m. Insiders have been net sellers, collectively disposing of €14m more than they bought in the last 12 months.Recent Insider Transactions • Feb 25Insider recently sold €6.5m worth of stockOn the 19th of February, Zohar Zisapel sold around 150k shares on-market at roughly €43.14 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €11m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improved over the past weekAfter last week's 21% share price gain to US$45.00, the stock is trading at a trailing P/E ratio of 60.8x, up from the previous P/E ratio of 50.3x. This compares to an average P/E of 36x in the Communications industry in Europe. Total return to shareholders over the past three years is a loss of 14%.Recent Insider Transactions • Feb 12Insider recently sold €4.2m worth of stockOn the 9th of February, Zohar Zisapel sold around 118k shares on-market at roughly €35.37 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Is New 90 Day High Low • Feb 11New 90-day high: €39.60The company is up 23% from its price of €32.20 on 12 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Communications industry, which is up 28% over the same period.Reported Earnings • Jan 30Full year 2020 earnings released: EPS US$0.80 (vs US$1.36 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$107.4m (up 2.1% from FY 2019). Net income: US$5.73m (down 44% from FY 2019). Profit margin: 5.3% (down from 9.7% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Jan 30Revenue beats expectationsRevenue exceeded analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 17% while theCommunications industry in Germany is not expected to grow.Is New 90 Day High Low • Jan 07New 90-day high: €34.60The company is up 24% from its price of €28.00 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 8.0% over the same period.お知らせ • Jan 05Silicom Ltd. to Report Q4, 2020 Results on Jan 28, 2021Silicom Ltd. announced that they will report Q4, 2020 results on Jan 28, 2021Is New 90 Day High Low • Dec 18New 90-day high: €34.20The company is up 29% from its price of €26.60 on 18 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is down 2.0% over the same period.Is New 90 Day High Low • Dec 01New 90-day high: €32.80The company is up 12% from its price of €29.20 on 02 September 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is down 1.0% over the same period.Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of US$7.30m, down 59% from the prior year. Total revenue was US$99.0m over the last 12 months, down 21% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 30Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 6.4% at US$28.4m. Revenue is forecast to grow 18% over the next year, compared to a 4.7% growth forecast for the Communications industry in Germany.お知らせ • Oct 14Tier 1 Mobile Operator Selects Silicom's 4G/5G Next Generation Integrated Distribution Unit (DU) for Field TrialsSilicom Ltd. announced that a Tier 1 Mobile Operator has selected Silicom's architecture for next-generation Distribution Units, which supports both 4G and 5G deployments, for use in field trials planned to take place during the next several months. The architecture selected is based on Silicom's Edge Units designed originally for use in SD-WAN/NFV applications. Since the original design was modular, Silicom was able to customize the solution quickly for use in the mobile network DU and to rapidly integrate Silicom's 4G/5G Smart Cards into it. The cards integrated into the solution include Silicom's vRAN (Virtual Radio Access Network) Dedicated Accelerator card, which was developed in cooperation with Intel around Intel's recently announced ACC100 eASIC, and Silicom's Time Synchronization card, which is currently in the late stages of development. Before the field trials begin, the full Silicom solution will be integrated with a top-tier 4G/5G software solution in a process directed by one of the world's leading 4G/5G software vendors.お知らせ • Oct 05Silicom Ltd. to Report Q1, 2010 Results on 04/26/2010Silicom Ltd. announced that they will report Q1, 2010 results on 04/26/2010お知らせ • Oct 02Silicom Ltd. to Report Q3, 2020 Results on Oct 29, 2020Silicom Ltd. announced that they will report Q3, 2020 results at 12:15 PM, GMT Standard Time on Oct 29, 2020Is New 90 Day High Low • Sep 19New 90-day low: €26.60The company is down 16% from its price of €31.60 on 19 June 2020. The German market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 12% over the same period.お知らせ • Sep 18128 Technology and Silicom Team to Bring Customers A Robust and Flexible Managed SD-WAN Service128 Technology and Silicom Ltd. partnered to deliver next-generation software-defined networking solutions to service providers, Tier 1 and Tier 2 telecommunications providers, and enterprise customers. This partnership is the latest example of a long history of cooperation between the two companies. Additionally, Silicom and 128 Technology have achieved joint solution-based LTE certification with both AT&T and Verizon, ensuring all required network specifications are built into the specific hardware, modem, and software combinations. This achievement removes barriers to entry and guarantees the certified device is allowed onto both carriers' networks. The 128 Technology Session Smart Router™ modernizes distributed software-defined routing. This innovative networking solution enables enterprises and service providers to build service-centric fabrics that deliver breakthroughs in simplicity, security, performance, and savings.業績と収益の成長予測DB:S1L - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202795N/AN/AN/A112/31/202683N/AN/AN/A13/31/202667-11N/AN/AN/A12/31/202562-11-4-2N/A9/30/202560-15N/AN/AN/A6/30/202559-15N/AN/AN/A3/31/202558-13N/AN/AN/A12/31/202458-141718N/A9/30/202462-43N/AN/AN/A6/30/202478-39N/AN/AN/A3/31/2024101-33N/AN/AN/A12/31/2023124-263032N/A9/30/202315114N/AN/AN/A6/30/202316019N/AN/AN/A3/31/202315620N/AN/AN/A12/31/202215118-9-4N/A9/30/202214216N/AN/AN/A6/30/202213513N/AN/AN/A3/31/202213210N/AN/AN/A12/31/202112811-51N/A9/30/20211268N/AN/AN/A6/30/20211228N/AN/AN/A3/31/20211147N/AN/AN/A12/31/2020107625N/A9/30/2020997N/AN/AN/A6/30/2020957N/AN/AN/A3/31/2020978N/AN/AN/A12/31/201910510N/A27N/A9/30/201912518N/AN/AN/A6/30/201913220N/A39N/A3/31/201913420N/AN/AN/A12/31/201813415N/A46N/A9/30/201812615N/AN/AN/A6/30/201812716N/A21N/A3/31/201813018N/AN/AN/A12/31/201712622N/A1N/A9/30/201711616N/AN/AN/A6/30/201710914N/A3N/A3/31/201710414N/AN/AN/A12/31/201610013N/A-3N/A9/30/20169913N/AN/AN/A6/30/20169417N/A4N/A3/31/20168515N/AN/AN/A12/31/20158317N/A13N/A9/30/20157817N/AN/AN/A6/30/20157512N/A20N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: S1Lの予測収益成長が 貯蓄率 ( 1.9% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: S1Lの収益がGerman市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: S1Lの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: S1Lの収益 ( 19.7% ) German市場 ( 6.4% ) よりも速いペースで成長すると予測されています。高い収益成長: S1Lの収益 ( 19.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: S1Lの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/06 08:45終値2026/05/06 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Silicom Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Ashok KumarMaxim GroupRyan KoontzNeedham & Company
お知らせ • May 02Silicom Ltd. Provides Revenue Guidance for the Second Quarter of 2026Silicom Ltd. provided revenue guidance for the second quarter of 2026. For the second quarter, company expected second quarter revenues to range from $20 to $21 million, representing accelerated 40% growth on a year-over-year basis at the upper end of the guidance.
お知らせ • Jan 29Silicom Ltd. Provides Revenue Guidance for the First Quarter of 2026Silicom Ltd. provided revenue guidance for the first quarter of 2026. For the quarter, the management projects that revenues for the first quarter of 2026 will range from $16.5 million to $17.5 million, representing 18% growth year-over-year in the mid-range of the guidance. This affirms the Company’s expectation of generating double digit annual growth in 2026.
お知らせ • Oct 31Silicom Ltd. Provides Revenue Guidance for the Fourth Quarter of 2025Silicom Ltd. provided revenue guidance for the fourth quarter of 2025. For the quarter, management projects that revenues will range from $15 million to $16 million.
お知らせ • Aug 01Silicom Ltd. Provides Financial Guidance for the Third Quarter and Full Year 2025Silicom Ltd. provided financial guidance for the third quarter and full year 2025. The company announced that the Management projects that revenues for the third quarter of 2025 will range from $15 million to $16 million. Growth for 2025 as a whole is expected to be in the low single digits, with a double digit annual growth rate materializing gradually from 2026.
お知らせ • Apr 28Silicom Ltd. Provides Earnings Guidance for the Second Quarter of 2026Silicom Ltd. provided earnings guidance for the second quarter of 2026 . For the year, company expected revenues will range from $14.5 million to $15.5 million. Growth for 2025 as a whole is expected to be in the low single digits, with a double digit annual growth rate materializing gradually from 2026.
お知らせ • Jan 30Silicom Ltd. Provides Revenues Guidance First Quarter of 2025Silicom Ltd. provided revenues guidance first quarter of 2025. Management projects that revenues for the first quarter of 2025 will range from $14 million to $15 million.
お知らせ • May 02Silicom Ltd. Provides Revenue Guidance for the Second Quarter of 2026Silicom Ltd. provided revenue guidance for the second quarter of 2026. For the second quarter, company expected second quarter revenues to range from $20 to $21 million, representing accelerated 40% growth on a year-over-year basis at the upper end of the guidance.
お知らせ • Apr 30Silicom Ltd., Annual General Meeting, Jun 03, 2026Silicom Ltd., Annual General Meeting, Jun 03, 2026. Location: 4 atir yeda street, 4464323., kfar sava Israel
お知らせ • Mar 31Silicom Ltd. to Report Q1, 2026 Results on Apr 30, 2026Silicom Ltd. announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026
お知らせ • Jan 29Silicom Ltd. Provides Revenue Guidance for the First Quarter of 2026Silicom Ltd. provided revenue guidance for the first quarter of 2026. For the quarter, the management projects that revenues for the first quarter of 2026 will range from $16.5 million to $17.5 million, representing 18% growth year-over-year in the mid-range of the guidance. This affirms the Company’s expectation of generating double digit annual growth in 2026.
お知らせ • Jan 05Silicom Ltd. to Report Q4, 2025 Results on Jan 29, 2026Silicom Ltd. announced that they will report Q4, 2025 results Pre-Market on Jan 29, 2026
お知らせ • Oct 31Silicom Ltd. Provides Revenue Guidance for the Fourth Quarter of 2025Silicom Ltd. provided revenue guidance for the fourth quarter of 2025. For the quarter, management projects that revenues will range from $15 million to $16 million.
お知らせ • Sep 30Silicom Ltd. to Report Q3, 2025 Results on Oct 30, 2025Silicom Ltd. announced that they will report Q3, 2025 results on Oct 30, 2025
お知らせ • Aug 01Silicom Ltd. Provides Financial Guidance for the Third Quarter and Full Year 2025Silicom Ltd. provided financial guidance for the third quarter and full year 2025. The company announced that the Management projects that revenues for the third quarter of 2025 will range from $15 million to $16 million. Growth for 2025 as a whole is expected to be in the low single digits, with a double digit annual growth rate materializing gradually from 2026.
お知らせ • Jul 02Silicom Ltd. to Report Q2, 2025 Results on Jul 31, 2025Silicom Ltd. announced that they will report Q2, 2025 results on Jul 31, 2025
お知らせ • May 07Silicom Ltd., Annual General Meeting, Jun 18, 2025Silicom Ltd., Annual General Meeting, Jun 18, 2025. Location: 14 atir yeda street, 4464323, kfar sava Israel
お知らせ • Apr 28Silicom Ltd. Provides Earnings Guidance for the Second Quarter of 2026Silicom Ltd. provided earnings guidance for the second quarter of 2026 . For the year, company expected revenues will range from $14.5 million to $15.5 million. Growth for 2025 as a whole is expected to be in the low single digits, with a double digit annual growth rate materializing gradually from 2026.
お知らせ • Apr 01Silicom Ltd. to Report Q1, 2025 Results on Apr 28, 2025Silicom Ltd. announced that they will report Q1, 2025 results on Apr 28, 2025
お知らせ • Jan 30Silicom Ltd. Provides Revenues Guidance First Quarter of 2025Silicom Ltd. provided revenues guidance first quarter of 2025. Management projects that revenues for the first quarter of 2025 will range from $14 million to $15 million.
お知らせ • Jan 02Silicom Ltd. to Report Q4, 2024 Results on Jan 30, 2025Silicom Ltd. announced that they will report Q4, 2024 results on Jan 30, 2025
お知らせ • Nov 02Silicom Ltd. Provides Financial Guidance for the Fourth Quarter of 2024 and Full Year of 2025Silicom Ltd. projects that revenues for the fourth quarter of 2024 will range from $14 million to $15 million. Growth in 2025 is expected to be in the low single digits, with strong 20%-30% compound annual growth rate materializing gradually from 2026.
Reported Earnings • Nov 01Third quarter 2024 earnings released: US$0.44 loss per share (vs US$0.18 profit in 3Q 2023)Third quarter 2024 results: US$0.44 loss per share (down from US$0.18 profit in 3Q 2023). Revenue: US$14.8m (down 51% from 3Q 2023). Net loss: US$2.63m (down 317% from profit in 3Q 2023). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Communications industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 01Silicom Ltd. to Report Q3, 2024 Results on Oct 31, 2024Silicom Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024
Reported Earnings • Jul 30Second quarter 2024 earnings released: US$0.25 loss per share (vs US$0.56 profit in 2Q 2023)Second quarter 2024 results: US$0.25 loss per share (down from US$0.56 profit in 2Q 2023). Revenue: US$14.5m (down 62% from 2Q 2023). Net loss: US$1.52m (down 140% from profit in 2Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 3.3% growth forecast for the Communications industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 47 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 30Silicom Ltd. Provides Earnings Guidance for Third Quarter of 2024Silicom Ltd. provided earnings guidance for third quarter of 2024. For the quarter, the company expects revenues will range from $14 million to $15 million, and expects that revenues for the second half of 2024 as a whole to be similar to those of the first half.
お知らせ • Jul 02Silicom Ltd. to Report Q2, 2024 Results on Jul 29, 2024Silicom Ltd. announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Jul 29, 2024
お知らせ • May 09Silicom Ltd., Annual General Meeting, Jun 18, 2024Silicom Ltd., Annual General Meeting, Jun 18, 2024, at 14:00 Israel Standard Time. Location: offices of the Company at 14 Atir Yeda Street Kfar Sava 4464323, Israel Kfar Sava Israel Agenda: To consider and act upon a proposal to re-elect Mr. Avi Eizenman, the Active Chairman of the Board of Directors, to the Company's Board of Directors, to hold office as director for a three-year term commencing on the date of the Meeting until the Annual General Meeting of Shareholders to be held in the year 2027, and until his successor has been duly elected; to consider and act upon a proposal to re-elect Mr. Eli Doron, to the Company's Board of Directors, to hold office as director for a three-year term commencing on the date of the Meeting until the Annual General Meeting of Shareholders to be held in the year 2027, and until his successor has been duly elected; to consider proposal to approve a framework for the grant of up to 10,000 Restricted Stock Units to Mr. Yeshayahu Orbach, the Company's Vice Chairman of the Board of Directors, to be granted from time to time in connection with certain services to be provided by him; and to consider other business matters.
Reported Earnings • May 04First quarter 2024 earnings released: US$0.55 loss per share (vs US$0.52 profit in 1Q 2023)First quarter 2024 results: US$0.55 loss per share (down from US$0.52 profit in 1Q 2023). Revenue: US$14.4m (down 61% from 1Q 2023). Net loss: US$3.43m (down 197% from profit in 1Q 2023). Revenue is forecast to grow 2.6% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.
お知らせ • May 03Silicom Ltd. Provides Revenue Guidance for the Second Quarter and Full Year 2024Silicom Ltd. provided revenue guidance for the second quarter and full year 2024. For the quarter, the company expects revenues will range from $15 million to $17 million. The company believes that excess customer inventories and global economy headwinds will ease moving forward through 2024, resulting in second half revenues that are higher than those of the first half, and full-year revenues of approximately $70 million.
お知らせ • Apr 02Silicom Ltd. to Report Q1, 2024 Results on May 02, 2024Silicom Ltd. announced that they will report Q1, 2024 results on May 02, 2024
Reported Earnings • Mar 21Full year 2023 earnings released: US$3.94 loss per share (vs US$2.73 profit in FY 2022)Full year 2023 results: US$3.94 loss per share (down from US$2.73 profit in FY 2022). Revenue: US$124.1m (down 18% from FY 2022). Net loss: US$26.4m (down 244% from profit in FY 2022). Revenue is expected to decline by 2.5% p.a. on average during the next 3 years, while revenues in the Communications industry in Europe are expected to grow by 2.4%. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Feb 02Full year 2023 earnings released: US$0.44 loss per share (vs US$2.73 profit in FY 2022)Full year 2023 results: US$0.44 loss per share (down from US$2.73 profit in FY 2022). Revenue: US$124.1m (down 18% from FY 2022). Net loss: US$2.96m (down 116% from profit in FY 2022). Revenue is expected to decline by 2.5% p.a. on average during the next 3 years, while revenues in the Communications industry in Europe are expected to grow by 2.5%. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
New Risk • Nov 08New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €91.6m (US$98.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Market cap is less than US$100m (€91.6m market cap, or US$98.1m).
お知らせ • Oct 28Silicom Ltd. Provides Earnings Guidance for the Fourth Quarter of 2023Silicom Ltd. provided earnings guidance for the fourth quarter of 2023. For the period, the company expects revenue to be in the range between $20 million and $21 million, and that 2024 as a whole will be challenging. However, expect to return to double digit growth in 2025.
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: US$1.80 (vs US$0.89 in 3Q 2022)Third quarter 2023 results: EPS: US$1.80 (up from US$0.89 in 3Q 2022). Revenue: US$300.6m (up US$261.4m from 3Q 2022). Net income: US$12.1m (up 102% from 3Q 2022). Profit margin: 4.0% (down from 15% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 17% p.a. on average during the next 3 years, while revenues in the Communications industry in Europe are expected to grow by 1.3%. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Oct 26Investor sentiment deteriorates as stock falls 38%After last week's 38% share price decline to €14.00, the stock trades at a trailing P/E ratio of 5.5x. Average forward P/E is 14x in the Communications industry in Europe. Total loss to shareholders of 54% over the past three years.
お知らせ • Oct 05Silicom Ltd. to Report Q3, 2023 Results on Oct 26, 2023Silicom Ltd. announced that they will report Q3, 2023 results on Oct 26, 2023
お知らせ • Aug 17Silicom Launches New High-End Edge Product LineSilicom Ltd. launched a new line of advanced high-end Edge platforms together with a major design win and initial $3.5 million order. The order for these feature-rich, high compute-power products was placed by a security solution vendor, one of Silicom's long-time customers, to support its advanced compute and networking-intensive use cases. Deliveries of first production units are planned for the first quarter of 2024. In parallel, Silicom is in discussions and POCs regarding these products with other customers and prospects for a diverse range of AI, cybersecurity, SASE, SD-WAN, content delivery and additional applications.
New Risk • Aug 01New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.1% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (8.6% average weekly change).
お知らせ • Aug 01Silicom Ltd. Provides Earnings Guidance for the Third Quarter of 2023Silicom Ltd. provided earnings guidance for the third quarter of 2023. For the quarter, the company expects that it will be a slower quarter, with revenues ranging between $30 million and $31 million.
Reported Earnings • Jul 31Second quarter 2023 earnings released: EPS: US$0.56 (vs US$0.68 in 2Q 2022)Second quarter 2023 results: EPS: US$0.56 (down from US$0.68 in 2Q 2022). Revenue: US$38.1m (up 12% from 2Q 2022). Net income: US$3.81m (down 16% from 2Q 2022). Profit margin: 10.0% (down from 13% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Jul 07Silicom Ltd. Launches Edge AI Product Line and Announces Partnership with HailoSilicom Ltd. announced the first in a new line of Edge AI products, the first fruit of a new partnership that it has formed with Hailo. The new product line integrates Hailo's AI-accelerators into Silicom's existing Edge platforms, thereby solving performance challenges for Edge AI use cases. As a result, Silicom's products will be able to offer visual processing and AI inference at the edge at a uniquely attractive price/performance ratio.
お知らせ • Jul 04Silicom Ltd. to Report Q2, 2023 Results on Jul 31, 2023Silicom Ltd. announced that they will report Q2, 2023 results on Jul 31, 2023
Reported Earnings • Mar 23Full year 2022 earnings released: EPS: US$2.73 (vs US$1.54 in FY 2021)Full year 2022 results: EPS: US$2.73 (up from US$1.54 in FY 2021). Revenue: US$150.6m (up 17% from FY 2021). Net income: US$18.3m (up 74% from FY 2021). Profit margin: 12% (up from 8.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €37.20, the stock trades at a trailing P/E ratio of 14.7x. Average forward P/E is 21x in the Communications industry in Europe. Total returns to shareholders of 19% over the past three years.
Reported Earnings • Feb 01Full year 2022 earnings released: EPS: US$2.73 (vs US$1.54 in FY 2021)Full year 2022 results: EPS: US$2.73 (up from US$1.54 in FY 2021). Revenue: US$150.6m (up 17% from FY 2021). Net income: US$18.3m (up 74% from FY 2021). Profit margin: 12% (up from 8.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 31Silicom Ltd. Provides Revenue Guidance for the First Quarter of 2023Silicom Ltd. provided revenue guidance for the first quarter of 2023. The company projects that revenues for the first quarter of 2023 will range between $37 million and $38 million. The midpoint of this range represents 17% year-over-year revenue growth over the first quarter of 2022.
お知らせ • Jan 04Silicom Ltd. to Report Q4, 2022 Results on Jan 30, 2023Silicom Ltd. announced that they will report Q4, 2022 results on Jan 30, 2023
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Ayelet Hayak was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Nov 02Silicom Ltd. Provides Earnings Forecast for the Fourth Quarter and Full Year 2022Silicom Ltd. provided earnings forecast for the fourth quarter and full year 2022. For the quarter, the company project revenues to range between $43 million and $45 million. The midpoint of this range represents 21% year-over-year revenue growth over the fourth quarter of 2021.For the full year, Company expects revenues of $148 million to $150 million and at the midpoint, 16% of a debt of 2021 revenues.
Reported Earnings • Nov 01Third quarter 2022 earnings released: EPS: US$0.89 (vs US$0.39 in 3Q 2021)Third quarter 2022 results: EPS: US$0.89 (up from US$0.39 in 3Q 2021). Revenue: US$39.2m (up 19% from 3Q 2021). Net income: US$5.99m (up 129% from 3Q 2021). Profit margin: 15% (up from 8.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Communications industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 14% per year.
お知らせ • Oct 04Silicom Ltd. to Report Q3, 2022 Results on Oct 31, 2022Silicom Ltd. announced that they will report Q3, 2022 results at 9:30 AM, US Eastern Standard Time on Oct 31, 2022
Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: US$0.68 (vs US$0.30 in 2Q 2021)Second quarter 2022 results: EPS: US$0.68 (up from US$0.30 in 2Q 2021). Revenue: US$34.2m (up 13% from 2Q 2021). Net income: US$4.52m (up 122% from 2Q 2021). Profit margin: 13% (up from 6.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 20%, compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • Jul 29Silicom Ltd. Provides Revenue Guidance for Third Quarter 2022Silicom Ltd. provided revenue guidance for third quarter 2022. For the period company expects revenue to range between $38 million and $40 million. The midpoint of this range represents 18% year-over-year revenue growth over the third quarter of 2021.
お知らせ • Jul 06Silicom Ltd. to Report Q2, 2022 Results on Jul 28, 2022Silicom Ltd. announced that they will report Q2, 2022 results at 9:30 AM, US Eastern Standard Time on Jul 28, 2022
お知らせ • May 03Silicom Ltd., Annual General Meeting, Jun 07, 2022Silicom Ltd., Annual General Meeting, Jun 07, 2022, at 14:00 Israel Standard Time. Location: 14 Atir Yeda Street, Kfar Sava 4464323 Kfar Sava Israel Agenda: To consider the Amendment of the Company's Articles of Association; to consider re-electing Mr. Avi Eizenman, the Company’s Active Chairman of the Board of Directors, to the Company’s Board of Directors; to consider electing Mr. Ilan Erez, to the Company’s Board of Directors; to consider electing Ms. Ayelet Aya Hayak, to the Company’s Board of Directors; to consider an increase in the monthly base salary of executives; to consider and approve the Compensation Package for Mr. Liron Eizenman; and to consider similar matters.
Reported Earnings • Apr 29First quarter 2022 earnings released: EPS: US$0.33 (vs US$0.38 in 1Q 2021)First quarter 2022 results: EPS: US$0.33 (down from US$0.38 in 1Q 2021). Revenue: US$32.1m (up 11% from 1Q 2021). Net income: US$2.17m (down 16% from 1Q 2021). Profit margin: 6.8% (down from 8.9% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 18%, compared to a 7.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Ayelet Hayak was the last independent director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 05Silicom Ltd. to Report Q1, 2022 Results on Apr 28, 2022Silicom Ltd. announced that they will report Q1, 2022 results on Apr 28, 2022
Reported Earnings • Jan 28Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$1.54 (up from US$0.80 in FY 2020). Revenue: US$128.5m (up 20% from FY 2020). Net income: US$10.5m (up 84% from FY 2020). Profit margin: 8.2% (up from 5.3% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 16%, compared to a 5.0% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Jan 28Silicom Ltd. Provides Earnings Guidance for the First Quarter and Full Year 2022Silicom Ltd. provided earnings guidance for the first quarter and full year 2022. The management projects that revenues for the first quarter of 2022 will range between $31 million and $33 million, a level that is much lower than the company would have forecast based only on demand.Given very long and growing list of design wins that continues to generate strong demand, the company continue to project double-digit growth in 2022 and beyond.
Reported Earnings • Oct 29Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$32.9m (up 16% from 3Q 2020). Net income: US$2.62m (up 25% from 3Q 2020). Profit margin: 8.0% (up from 7.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$0.30 (vs US$0.18 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$30.3m (up 31% from 2Q 2020). Net income: US$2.03m (up 56% from 2Q 2020). Profit margin: 6.7% (up from 5.7% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • May 01First quarter 2021 earnings released: EPS US$0.38 (vs US$0.20 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$29.0m (up 31% from 1Q 2020). Net income: US$2.60m (up 74% from 1Q 2020). Profit margin: 8.9% (up from 6.7% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Apr 30+ 1 more updateSilicom Ltd. Announces Revenue Guidance for the Second Quarter of 2021Silicom Ltd. announced revenue guidance for the second quarter of 2021. For the quarter, the company's management projects revenues of $29 million to $30 million. The midpoint of this range represents approximately 28% growth over the second quarter of 2020.
Reported Earnings • Mar 17Full year 2020 earnings released: EPS US$0.80 (vs US$1.36 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$107.4m (up 2.1% from FY 2019). Net income: US$5.73m (down 44% from FY 2019). Profit margin: 5.3% (down from 9.7% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
お知らせ • Mar 09Silicom Launches Evenstar Distributed Unit to Accelerate OpenRAN AdoptionSilicom Ltd. announced the launch of its O-RAN compliant, Evenstar Distributed Unit (DU) in collaboration with Facebook Connectivity and other Evenstar partners. The Evenstar DU addresses the growing mobile operator demand for best-in-breed, unbundled DUs that meet 3GPP and O-RAN specifications in order to facilitate the roll-out of OpenRAN 4G and 5G networks.Launched last year in collaboration with a number of industry players, the Evenstar program aims to accelerate the adoption of OpenRAN solutions by contributing RAN reference architecture to the Telecom Infra Project'sOpenRAN Project Group. The concept behind OpenRAN is to enable operators to decouple key network components, including RUs (Radio Units), DUs (Distribution Units) and CUs (Central Units), enabling best-of-breed components from diverse vendors to be combined into networks for superior performance. This approach is key for driving innovation and reducing network costs.
Recent Insider Transactions • Mar 04Insider recently sold €3.2m worth of stockOn the 25th of February, Zohar Zisapel sold around 77k shares on-market at roughly €41.69 per share. In the last 3 months, they made an even bigger sale worth €6.5m. Insiders have been net sellers, collectively disposing of €14m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 25Insider recently sold €6.5m worth of stockOn the 19th of February, Zohar Zisapel sold around 150k shares on-market at roughly €43.14 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €11m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improved over the past weekAfter last week's 21% share price gain to US$45.00, the stock is trading at a trailing P/E ratio of 60.8x, up from the previous P/E ratio of 50.3x. This compares to an average P/E of 36x in the Communications industry in Europe. Total return to shareholders over the past three years is a loss of 14%.
Recent Insider Transactions • Feb 12Insider recently sold €4.2m worth of stockOn the 9th of February, Zohar Zisapel sold around 118k shares on-market at roughly €35.37 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Is New 90 Day High Low • Feb 11New 90-day high: €39.60The company is up 23% from its price of €32.20 on 12 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Communications industry, which is up 28% over the same period.
Reported Earnings • Jan 30Full year 2020 earnings released: EPS US$0.80 (vs US$1.36 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$107.4m (up 2.1% from FY 2019). Net income: US$5.73m (down 44% from FY 2019). Profit margin: 5.3% (down from 9.7% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Jan 30Revenue beats expectationsRevenue exceeded analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 17% while theCommunications industry in Germany is not expected to grow.
Is New 90 Day High Low • Jan 07New 90-day high: €34.60The company is up 24% from its price of €28.00 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is up 8.0% over the same period.
お知らせ • Jan 05Silicom Ltd. to Report Q4, 2020 Results on Jan 28, 2021Silicom Ltd. announced that they will report Q4, 2020 results on Jan 28, 2021
Is New 90 Day High Low • Dec 18New 90-day high: €34.20The company is up 29% from its price of €26.60 on 18 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is down 2.0% over the same period.
Is New 90 Day High Low • Dec 01New 90-day high: €32.80The company is up 12% from its price of €29.20 on 02 September 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Communications industry, which is down 1.0% over the same period.
Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of US$7.30m, down 59% from the prior year. Total revenue was US$99.0m over the last 12 months, down 21% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 30Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 6.4% at US$28.4m. Revenue is forecast to grow 18% over the next year, compared to a 4.7% growth forecast for the Communications industry in Germany.
お知らせ • Oct 14Tier 1 Mobile Operator Selects Silicom's 4G/5G Next Generation Integrated Distribution Unit (DU) for Field TrialsSilicom Ltd. announced that a Tier 1 Mobile Operator has selected Silicom's architecture for next-generation Distribution Units, which supports both 4G and 5G deployments, for use in field trials planned to take place during the next several months. The architecture selected is based on Silicom's Edge Units designed originally for use in SD-WAN/NFV applications. Since the original design was modular, Silicom was able to customize the solution quickly for use in the mobile network DU and to rapidly integrate Silicom's 4G/5G Smart Cards into it. The cards integrated into the solution include Silicom's vRAN (Virtual Radio Access Network) Dedicated Accelerator card, which was developed in cooperation with Intel around Intel's recently announced ACC100 eASIC, and Silicom's Time Synchronization card, which is currently in the late stages of development. Before the field trials begin, the full Silicom solution will be integrated with a top-tier 4G/5G software solution in a process directed by one of the world's leading 4G/5G software vendors.
お知らせ • Oct 05Silicom Ltd. to Report Q1, 2010 Results on 04/26/2010Silicom Ltd. announced that they will report Q1, 2010 results on 04/26/2010
お知らせ • Oct 02Silicom Ltd. to Report Q3, 2020 Results on Oct 29, 2020Silicom Ltd. announced that they will report Q3, 2020 results at 12:15 PM, GMT Standard Time on Oct 29, 2020
Is New 90 Day High Low • Sep 19New 90-day low: €26.60The company is down 16% from its price of €31.60 on 19 June 2020. The German market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Communications industry, which is up 12% over the same period.
お知らせ • Sep 18128 Technology and Silicom Team to Bring Customers A Robust and Flexible Managed SD-WAN Service128 Technology and Silicom Ltd. partnered to deliver next-generation software-defined networking solutions to service providers, Tier 1 and Tier 2 telecommunications providers, and enterprise customers. This partnership is the latest example of a long history of cooperation between the two companies. Additionally, Silicom and 128 Technology have achieved joint solution-based LTE certification with both AT&T and Verizon, ensuring all required network specifications are built into the specific hardware, modem, and software combinations. This achievement removes barriers to entry and guarantees the certified device is allowed onto both carriers' networks. The 128 Technology Session Smart Router™ modernizes distributed software-defined routing. This innovative networking solution enables enterprises and service providers to build service-centric fabrics that deliver breakthroughs in simplicity, security, performance, and savings.