$SILC WOW. I knew they would beat, but this is a large beat. Ydy ppl scared selling at $36…
Important: guiding profitability in H2, much earlier than I thought. I guess currency had a large impact this Q2.
In my opinion the “dream” here is at full speed.
Sergi@mascarosergiAfter that PR, I think it is likely that $SILC FY26 topline will be $90-95M, ahead of the previous guide, with very strong growth rates in Q3 and Q4, probably above 50%.
For FY27 it seems we can speculate about $120-135M and a profitable year.
Amazing how this one is unfolding