Earnings summaries and quarterly performance for Silvaco Group.
Executive leadership at Silvaco Group.
Board of directors at Silvaco Group.
Research analysts who have asked questions during Silvaco Group earnings calls.
BA
Blair Abernethy
Rosenblatt Securities Inc.
3 questions for SVCO
Also covers: ALTR, BSY, CDNS +6 more
Craig Ellis
B. Riley Securities
3 questions for SVCO
Also covers: ACLS, AKTS, AMKR +16 more
RM
Robert Mertens
TD Cowen
3 questions for SVCO
Also covers: AEIS, COHU, FORM +2 more
Charles Shi
Needham & Company
2 questions for SVCO
Also covers: ACLS, ACMR, ALTR +18 more
BC
Blayne Curtis
Jefferies Financial Group
1 question for SVCO
Also covers: ADI, AIP, ALAB +18 more
CS
Christian Schwab
Craig-Hallum Capital Group
1 question for SVCO
Also covers: ACLS, ADTN, AEHR +17 more
MP
Mayur Popuri
B. Riley Securities
1 question for SVCO
Also covers: INDI
RC
Ross Cole
Needham & Company, LLC
1 question for SVCO
Also covers: ACLS, AMKR, AXTI +3 more
Recent press releases and 8-K filings for SVCO.
Silvaco CEO discusses business segments, AI growth, and financial strategy
SVCO
Guidance Update
New Projects/Investments
M&A
- Silvaco's business segments include TCAD (approximately 50% of revenue), IP (about 10% of revenue and a key growth engine), and traditional EDA, which together constitute the other half of the business.
- A significant portion of Silvaco's long-term strategic growth is expected from AI, particularly in manufacturing through AI-driven machine learning and digital twins (FTCO technology), which was developed with Micron.
- The company is focused on improving its financial performance by implementing an annualized expense reduction of at least $15 million and anticipates modest revenue growth in 2026.
- Silvaco plans to pursue M&A opportunities for smaller companies with revenues between $5 million and $10 million once cash is replenished, highlighting the Mixel acquisition as a successful model.
- CEO Wally Rhines and CFO Chris Sagarelli have recently purchased shares, with Rhines buying 50,000 shares and Sagarelli buying 20,000 shares, indicating confidence in the company's potential.
7 days ago
Silvaco Discusses Growth Strategy, AI Focus, and Financial Turnaround at Needham Conference
SVCO
Guidance Update
New Projects/Investments
M&A
- Silvaco's business is segmented into TCAD (approximately 50% of revenue), IP (around 10% and a key growth engine), and traditional EDA, with a strategy to dominate niche markets.
- A significant long-term growth driver is AI-driven process development (FTCO technology) in manufacturing, developed over five years with Micron, which Silvaco plans to expand to other customers.
- CEO Wally Rhines is focused on returning the company to profitability by reducing annualized expenses by at least $15 million and anticipates modest revenue growth in 2026, despite overcoming a non-recurring large renewal from Q3 2025.
- While aiming for double-digit growth augmented by M&A, the company currently lacks capital for new acquisitions, though the CEO and CFO have recently purchased shares.
7 days ago
Silvaco CEO Discusses Business Strategy and 2026 Outlook
SVCO
Guidance Update
New Projects/Investments
M&A
- Silvaco's core business includes TCAD, which has traditionally been about 50% of revenue, along with IP (around 10%) and traditional EDA.
- A major portion of Silvaco's long-term strategic growth is expected to come from AI, particularly in manufacturing through digital twins and machine learning, building on its FTCO technology developed with Micron.
- The company is focused on achieving profitability by implementing cost reductions of at least $15 million annualized and anticipates modest revenue growth in 2026, driven by the IP business and a resurgence in TCAD.
- Silvaco is currently operating at a loss and needs to generate cash to fund future M&A, as its current stock valuation is not favorable for raising capital.
7 days ago
Silvaco Group, Inc. Reports Record Q3 2025 Revenue and Bookings, Initiates Cost-Reduction Program
SVCO
Earnings
Guidance Update
M&A
- Silvaco Group, Inc. achieved record gross bookings of $22.8 million and record revenue of $18.7 million in Q3 2025, representing increases of 131% and 70% year-over-year, respectively.
- Despite record revenue, the company reported a GAAP operating loss of $9.3 million and a GAAP net loss of $5.3 million for Q3 2025.
- To address high operating expenses, Silvaco initiated a cost-reduction program in Q4 2025, projected to reduce annualized non-GAAP operating expenses by at least $15 million.
- The company provided a Q4 2025 financial outlook, forecasting revenue in the range of $14 million to $18 million and bookings between $15 million to $19 million.
- Key business highlights include the acquisition of Mixel Group, Inc. early in Q3 and the appointment of Walden Rhines as CEO and Chris Zegarelli as CFO.
Nov 12, 2025, 10:06 PM
Silvaco Reports Record Q3 2025 Revenue and Bookings, Initiates Cost Reduction Program
SVCO
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Silvaco reported record quarterly revenue and bookings for Q3 2025, with bookings increasing 131% year over year to $22.8 million and revenue up 70% year over year to $18.7 million.
- The company initiated a significant cost reduction program, expected to reduce annualized non-GAAP operating expenses by at least $15 million, with most actions implemented by the end of 2025 and full impact in 2026.
- For Q4 2025, Silvaco expects bookings between $15 million and $19 million and revenue between $14 million and $18 million.
- CEO Wally Rines outlined a strategy focusing on key growth drivers like AI, interconnect IP, and power, alongside financial discipline, aiming for profitability at current revenue levels and long-term double-digit top-line growth.
Nov 12, 2025, 10:00 PM
Silvaco Reports Strong Q3 2025 Financials, Announces New Leadership, and Provides Q4 Guidance
SVCO
Earnings
Management Change
M&A
- Silvaco reported strong Q3 2025 financial results, with revenue of $18.7 million, marking a 70% year-over-year increase, and bookings of $22.8 million, up 131% year-over-year. The non-GAAP gross margin for the quarter was 81.5%.
- The company announced significant leadership changes, with Wally Rhines joining as CEO and Chris Zegarelli as CFO. Additionally, Silvaco closed the acquisition of Mixel Group, Inc. and initiated a cost reduction program projected to save at least $15 million in annualized non-GAAP operating expenses.
- For Q4 FY25, Silvaco provided guidance anticipating revenue in the range of $14.0 to $18.0 million and gross bookings between $15.0 and $19.0 million.
Nov 12, 2025, 10:00 PM
Silvaco Group Announces CEO Transition
SVCO
CEO Change
Management Change
Executive Compensation
- Silvaco Group, Inc. announced that Dr. Babak Taheri stepped down as Chief Executive Officer, effective August 19, 2025, after nearly seven years.
- Walden C. Rhines, Ph.D., a current board member, was appointed as the new CEO, effective immediately. His employment term is set to continue until March 31, 2027.
- Dr. Taheri's separation package includes $975,484 in cash severance, 15 months of health benefits, accelerated vesting of 126,161 restricted stock units, $12,000 for car lease payments, and $20,000 for his 2025 life insurance premium.
Aug 26, 2025, 12:00 AM
Quarterly earnings call transcripts for Silvaco Group.
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