Silvaco Group Inc（SVCO）のニュースとイベントSVCOSilvaco Group Inc

Silvaco Expects Q4 Bookings of $21.0M

Silvaco expects Q4 bookings of $21.0M +/- 10%, non-GAAP gross margin of around 88%, and non-GAAP operating expenses of $16.0M +/- 5%.

Silvaco Expects FY26 Revenue Up 17% to $73.73M

Sees FY26 revenue up 17% from FY25 revenue of $63.06M, consensus $71.57M. Silvaco also expects similar mid-to-high teens revenue growth in 2027. "Looking forward, we expect strong revenue growth, with 35% sequential growth expected in Q4, 17% growth year-over-year in 2026 and mid-to-high teens growth in 2027. This acceleration highlights an inflection in the business rooted in changes we have made over the last year - including streamlined operations, a focused roadmap and deepening relationships with our strategic customers," said Walden Rhines, Silvaco's CEO.

Silvaco Reports Q3 Revenue of $16.3M

Reports Q3 revenue $16.3M, consensus $17.08M. TCAD revenue was $7.6M, EDA revenue was $4.6M, and SIP revenue rose 141% year-over-year to $4.1M. Gross bookings were $19.3M, down 15% year-over-year. "In Q3, bookings strength was driven by a significant new Tier-1 FTCO customer and 4 tier-1 customer wins for Jivaro Pro. We also engaged with two of the largest global technology companies with our Agentic AI offerings," said Walden Rhines, Silvaco's CEO.