Silicom Ltd. (SILC) Q3 2024 Earnings Call Transcript Summary
Silicom Ltd. (SILC) Q3 2024 Earnings Call Transcript Summary
Gross margin at 28.8%, a slight decline from 31.1% in Q3 2023.The following is a summary of the Silicom Ltd. (SILC) Q3 2024 Earnings Call Transcript:
以下是silicom電信有限公司（SILC）2024年第三季度業績會記錄摘要：
Financial Performance:
金融業績：
Q3 2024 revenue reported at $14.8 million, down from $30.1 million in the same quarter last year.
Net loss of $1.7 million in Q3 2024, contrasted with a net income of $2.1 million in Q3 2023.
Gross margin at 28.8%, a slight decline from 31.1% in Q3 2023.
Operating expenses decreased to $6.5 million from $7.4 million year-over-year.
Loss per share for Q3 2024 was $0.28, compared to earnings per share of $0.30 in Q3 2023.
2024年第三季度營業收入報告爲1480萬美元，同比去年同期的3010萬美元下降。
2024年第三季度淨損失爲170萬美元，與2023年第三季度210萬美元淨利潤形成鮮明對比。
毛利率爲28.8%，略微下降自2023年第三季度的31.1%。
營業費用從去年的740萬美元降至650萬美元。
2024年第三季度每股虧損爲0.28美元，相較於2023年第三季度每股盈利0.30美元。
Business Progress:
業務進展：
Focused on resolving inventory surplus issues with promise of improvement through 2025.
Significant advancements in sales and R&D towards long-term revenue growth, particularly with design wins in server adapter and edge system products.
Notable design wins include a major selection by a service provider to consolidate hardware provision exclusively with Silicom.
Introduced a high-speed 400-gig FPGA smart card, expected to commence deliveries in Q1 2025, with potential substantial revenues starting in 2026.
專注解決存貨過剩問題，承諾通過2025年實現改善。
在長期營收增長方面取得了顯著進展，特別是在服務器適配器和邊緣系統產品的設計贏得方面。
值得注意的設計贏家包括某服務提供商的主要選擇，專門與silicom電信合併硬件供應。
推出了高速400G FPGA智能卡，預計將於2025年第一季度開始交付，預計從2026年開始產生可觀營收。
Opportunities:
機會：
Expected to meet long-term growth targets and materialization of a robust sales pipeline.
Continued expansion into cybersecurity with multiple clientele and product offerings in network monitoring, SASE, and SD-WAN markets.
預計實現長期增長目標並實現強大的銷售管道。
在網絡監控、SASE和SD-WAN市場持續擴展網絡安全領域，擁有多個客戶和產品供應。
Risks:
風險：
Persistent slowdown in customer sales affecting inventory drawdown, with a full resolution not anticipated until end of 2025.
Financial projections for 2025 indicate only low single-digit revenue growth, due to ongoing challenges with inventory surplus at customer sites.
客戶銷售持續放緩，影響庫存減少，預計直到2025年底才完全解決。
2025年的財務預測顯示，由於客戶現場庫存過剩問題持續存在，僅預計出現低位數營業收入增長。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
