Silvaco Group, Inc. (SVCO)
NASDAQ:SVCO
Earnings Data
Report Date
Jun 18, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.03Last Year’s EPS
-0.07Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed meaningful operational and financial progress: strong Q4 bookings and revenue, a pronounced surge in IP (driven by Mixel) and a rapid TCAD uplift led by FTCO AI adoption, plus material margin and expense improvements and an increased annualized cost-savings target. Counterpoints include a notable sequential decline in EDA, continued GAAP losses, modest unrestricted cash, partial deferral of FTCO revenue, and geographic concentration in APAC. Management provided confident guidance and a timeline to cash-flow breakeven (Q2) and positive operating cash flow (Q3), indicating momentum toward profitability.Company Guidance
Strong Q4 Bookings and Revenue
Q4 bookings were $18.3M (near the high end of guidance) and Q4 revenue was $18.3M (above the high end of guidance), driven by IP and TCAD strength.
TCAD Momentum and AI Adoption (FTCO)
TCAD bookings rose 70% sequentially to $9.2M and TCAD revenue increased 34% sequentially to $8.7M, driven by a second customer adoption of the AI-driven FTCO manufacturing process-development solution outside of Memory; management expects TCAD to grow sequentially in Q1 and for full-year 2026.
Record IP Performance Driven by Mixel Acquisition
IP delivered record revenue and bookings (IP bookings in Q4 exceeded total IP bookings for all of 2024), IP bookings grew almost 5x sequentially and IP revenue grew almost 3x sequentially. IP was ~30% of the business exiting 2025 and is positioned as the fastest-growing segment in 2026. Mixel MIPI PHY IP offers up to 35% die-area reduction and up to 50% leakage reduction and targets a >$300M annual market.
Material Gross Margin Improvement
GAAP gross margin improved to 83.3% and non-GAAP gross margin to 85.6%, an increase of roughly 5 percentage points sequentially, attributed to restructuring and shifting customer-support workload to field application teams.
Operating Expense Reductions and Improved Spend
GAAP operating expenses fell to $22.0M (down ~8% sequentially) and non-GAAP operating expenses declined to $16.7M (down ~5% sequentially). Total non-GAAP spending (cost of sales + OpEx) decreased from $21.3M in Q3 to $19.3M in Q4, a sequential reduction of just over 9%.
Increased Annualized Cost-Savings Target
Management now expects $20M in gross annualized non-GAAP spending reductions (up from a prior commitment of at least $15M), accelerating the path to profitability at flat revenue.
Cash and Cash-Flow Visibility
Cash and marketable securities totaled $18.3M at quarter-end (including $8.3M restricted); unrestricted cash was approximately $10M at year-end. Management expects to approach operating cash-flow breakeven in Q2 and achieve positive operating cash flow in Q3 2026.
Positive Near-Term Guidance
Q1 2026 guidance: bookings $15M–$19M, revenue $15M–$19M, non-GAAP gross margin ~85%, and non-GAAP OpEx $14.5M–$16.5M, with non-GAAP operating profitability within the high end of the guided range.
Geographic and Product Traction
APAC drove strong growth in Q4 (APAC spiked to 57% of revenue) and management highlighted growing pipeline interest in FTCO and ramp potential for MIPI PRO products leveraging the Silvaco salesforce to scale IP sales.
SVCO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SVCO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 12, 2026 | $3.30 | $5.03 | +52.42% |
Nov 12, 2025 | $4.70 | $4.31 | -8.30% |
Aug 06, 2025 | $4.87 | $4.16 | -14.58% |
May 07, 2025 | $5.30 | $4.08 | -23.02% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Silvaco Group, Inc. (SVCO) report earnings?
Silvaco Group, Inc. (SVCO) is schdueled to report earning on Jun 18, 2026, Before Open (Confirmed).
What is Silvaco Group, Inc. (SVCO) earnings time?
Silvaco Group, Inc. (SVCO) earnings time is at Jun 18, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is SVCO EPS forecast?
SVCO EPS forecast for the fiscal quarter 2026 (Q1) is -0.03.