Silvaco Group, Inc. (SVCO)
NASDAQ:SVCO
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Earnings Data
Report Date
Aug 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
<0.01Last Year’s EPS
-0.16Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents materially more positive developments than negatives: strong year-over-year top-line growth (+26% bookings and revenue), robust gross margins (mid- to upper-80s), significant TCAD/FTCO momentum, dramatic year-over-year IP growth and a doubling pipeline, sequential cost reductions, and improving cash trends. Lowlights center on near-term EDA softness, sequential lumpiness in IP due to timing, GAAP losses and a modest absolute cash balance, and the early-stage (and potentially lumpy) nature of FTCO adoption. Overall the positives (growth, margin expansion, cost reductions, FTCO traction, and guidance toward non-GAAP profitability) outweigh the negatives.Company Guidance
Strong Top-Line Growth
Q1 bookings of $17.2M and revenue of $17.8M, both +26% year-over-year and above consensus and the midpoint of guidance.
Improved Profitability and Elevated Gross Margins
GAAP gross margin 86.4% and non-GAAP gross margin 87.9%; sequential increases of ~305 bps (GAAP) and ~235 bps (non-GAAP); year-over-year increases of ~779 bps (GAAP) and ~788 bps (non-GAAP). Non-GAAP operating loss narrowed to $471k (sequentially cut in half) and management expects to deliver non-GAAP operating profitability in Q2.
FTCO Momentum and Customer Wins
Secured a second FTCO AI-driven manufacturing customer in as many quarters, plus an order for new functionality from an existing FTCO customer; management expects another FTCO customer to close in Q2 and identifies strong pipeline interest from governments, power applications and equipment companies.
TCAD Segment Strength
TCAD bookings of $10.5M, +49% year-over-year and +13% sequential; TCAD revenue $9.6M, +22% year-over-year and +10% sequential. FTCO growth is reported in TCAD and credited with driving momentum.
Semiconductor IP: Large Year-over-Year Growth and Expanding Pipeline
IP revenue $4M (+270% year-over-year) and bookings $3M (more than +200% year-over-year). Management reports the IP pipeline has roughly doubled year-over-year and expects IP to be the fastest-growing line going forward.
Cost Reductions and Cash/Balance Sheet Improvements
$20M cost reduction initiative largely complete; GAAP operating expenses down 4.5% sequentially to $21M and non-GAAP operating expenses down 3.6% sequentially to $16.1M. Total non-GAAP spending declined for two consecutive quarters. Unrestricted cash grew nearly 10% sequentially to $10.9M (no restricted cash at quarter end). Adjusted net cash used in operating activities (excluding $8.3M litigation and $1M severance) was $1.7M in Q1 and management expects positive operating cash flow by Q3.
Prudent Capital and Liquidity Actions
Signed a nonbinding term sheet for a $10M revolving credit facility expected to close in Q2, improving liquidity optionality.
Constructive Forward Guidance
Q2 guidance: bookings $19M ±10%, revenue $18M ±10%, non-GAAP gross margin ~88%, and non-GAAP operating expenses $15.5M ±5%. Management reiterated expectation of non-GAAP operating profitability in Q2.
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 |
|---|---|---|---|
May 07, 2026 | $12.06 | $11.49 | -4.73% |
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% |
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 Aug 12, 2026, Before Open (Confirmed).
What is Silvaco Group, Inc. (SVCO) earnings time?
Silvaco Group, Inc. (SVCO) earnings time is at Aug 12, 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 (Q2) is <0.01.