Silvaco Group, Inc. (SVCO) Form 8-K — Nov 4, 2026
Silvaco Group (SVCO) reported Q3 2026 revenue of $16.3 million, down 13% year-over-year, with a GAAP net loss of $4.6 million ($0.14 per share), improved from a $5.3 million loss a year ago. The quarter showed a bookings inflection: TCAD bookings hit a record $10.3 million (up 89% YoY) on a major new tier-1 FTCO customer win, plus four tier-1 wins for Jivaro Pro, though total gross bookings of $19.3 million were down 15% YoY on a weak EDA quarter (revenue down 56%). Management guided Q4 2026 revenue to $22.0 million +/- 10%, implying ~35% sequential growth and a record quarter, driving expected FY2026 revenue growth of ~17% at the midpoint with similar growth expected in 2027.
Key figures
- Revenue
- 16300000
- Guidance
- Q4 2026: bookings $21.0M +/- 10%, revenue $22.0M +/- 10%, non-GAAP gross margin ~88%, non-GAAP opex $16.0M +/- 5%; FY2026 revenue growth ~17% at midpoint, similar growth in 2027
- Revenue Yoy
- -13%
- Cash Position
- 22000000
- Shares Outstanding
- 34073072
- Eda revenue
- $4.6M, down 56% YoY
- Sip revenue
- $4.1M, up 141% YoY
- Tcad revenue
- $7.6M, up 16% YoY
- Tcad bookings
- $10.3M, up 89% YoY
- Convertible note
- $10.0M
- Gaap gross margin
- 84%
- Gross bookings q3
- $19.3M, down 15% YoY
- Non gaap net loss
- $1.3M / $0.04 per share
- Non gaap operating loss
- $1.0M
AI analysis
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