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.
Blair Abernethy
Rosenblatt Securities Inc.
3 questions for SVCO
Also covers: ALTR, BSY, CDNS +5 more
Craig Ellis
B. Riley Securities
3 questions for SVCO
Also covers: ACLS, AKTS, AMKR +16 more
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
Blayne Curtis
Jefferies Financial Group
1 question for SVCO
Also covers: ADI, AIP, ALAB +18 more
Christian Schwab
Craig-Hallum Capital Group
1 question for SVCO
Also covers: ACLS, ADTN, AEHR +17 more
Mayur Popuri
B. Riley Securities
1 question for SVCO
Also covers: INDI
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 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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