Silvaco Group, Inc. — Third Quarter 2026 Earnings Summary

Silvaco Group reported third-quarter 2026 revenue of $16.3 million, a 13% decline year-over-year, driven by a 56% drop in EDA revenue despite a 141% surge in SIP revenue. The company secured major new tier-1 customers for its FTCO and Jivaro Pro solutions, propelling TCAD bookings to a record $10.3 million. GAAP operating loss narrowed to $4.3 million from $9.3 million in the prior year period, while non-GAAP operating loss improved to $1.0 million. Silvaco expects fourth-quarter revenue to reach $22.0 million, representing a 35% sequential increase, with full-year 2026 revenue growth projected at 17%.