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Silvaco Group, Inc. — Third Quarter 2026 Earnings Summary

  • Q3 2026 revenue declined 13% year-over-year to $16.3 million, driven by a 56% drop in EDA revenue, though TCAD and SIP segments grew 16% and 141% respectively; GAAP net loss narrowed to $4.6 million ($0.14/share) from $5.3 million in the prior year period.
  • Q4 2026 guidance projects revenue of $22.0 million (±10%), representing ~35% sequential growth, with non-GAAP gross margin expected at 88% and full-year 2026 revenue growth guided to 17% at the midpoint.
  • Strategic momentum highlighted by record TCAD bookings of $10.3 million (up 89% YoY) and Jivaro Pro wins, alongside operational streamlining into two focused AI product teams and the addition of former CEO David Dutton to lead Sales.
  • Capital activities included a $10.0 million convertible note and $12.2 million in common stock proceeds over the nine months, while cash and cash equivalents stood at $22.0 million with improved net cash used in operating activities.
Company
SILVACO GROUP INC
Sector
Technology
Industry
Software - Application