Silicom Ltd (NAS:SILC)
$ 14.99 -0.32 (-2.09%) Market Cap: 85.06 Mil Enterprise Value: 21.19 Mil PE Ratio: 0 PB Ratio: 0.68 GF Score: 74/100
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Q4 2024 Silicom Ltd Earnings Call Transcript

Jan 30, 2025 / 02:00 PM GMT
Release Date Price: $17.06 (-3.56%)

Key Points

Positve
  • Silicom Ltd (SILC) achieved financial results in line with expectations, demonstrating effective strategic planning.
  • The company reported strong design win momentum, indicating potential mid to long-term revenue growth.
  • Silicom Ltd (SILC) has a robust pipeline of opportunities, aiming for 7 to 9 additional design wins in 2025.
  • The company maintains a strong balance sheet with $121 million in working capital and marketable securities, including $79 million in cash and no debt.
  • Silicom Ltd (SILC) is actively repurchasing shares, aligning with its long-term strategy of shareholder value creation.
Negative
  • Revenues for the fourth quarter of 2024 declined to $14.5 million from $18.8 million in the same quarter last year.
  • The company reported a net loss of $3.4 million for the quarter, compared to a net loss of $0.5 million in the fourth quarter of 2023.
  • Silicom Ltd (SILC) faces challenges with a long sales cycle, taking significant time from design win to recurring revenue.
  • The company's gross margin is expected to remain at the lower end of the 27% to 32% range in the near term.
  • Revenue growth for 2025 is expected to be in the low single digits, with more substantial growth anticipated only from 2026.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SILC.OQ - Silicom Ltd
Q4 2024 Silicom Ltd Earnings Call
Jan 30, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for standing by. Welcome to the Silicon fourth quarter, 2024 results conference call. All participants are present in listen-only mode following management's formal presentation instructions will be given for the question and answer session. As a reminder, this conference is being recorded. You should have all received by now. The company's press release. If you have not received it, please contact Silicom's Investor Relations team at EK Global Investor Relations at 12,123,788,040 or view it in the news section of the company's website www dot Silicom dash usa dotcom.

I would now like to hand over the call to Mr Kenny Green of EK Global Investor relations. Mr Green, would you like to begin please? Thank you.
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