Jan. 5 at 3:30 PM
$SILC PR of increased use cases and bump in sales forecast from one of their customers. "KFAR SAVA, Israel – January 5, 2026 - Silicom Ltd. (NASDAQ: SILC), a leading provider of networking and data infrastructure solutions, today announced that the global networking and security-as-a-service leader that awarded it an initial Edge device Design Win in December 2024 has now decided to implement the Silicom Edge systems in multiple additional use cases. This boosts the revenues projected to be received from this customer significantly from
$3-4 million to
$8-10 million per year. Some of the additional revenues are expected to be realized already in 2026."
https://www.sec.gov/Archives/edgar/data/916793/000117891326000038/exhibit_99-1.htm
And PR of ER on 1/9/26 AM.
Definitely nervous going into ER with such a large position. If it gets hit, I'll add if it lowers my cost basis.
GTLA