$7.030
+0.314 (+4.46%)收盘时
SVCO 资讯
SVCO 事件
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.
Sees Q3 Bookings at $18M +/- 10%
Sees Q3 bookings $18M +/- 10%.
Silvaco Q2 Revenue at $17.81M, CEO Says Strategic Transformation Progressing
Reports Q2 revenue $17.81M, consensus $17.9M. "Silvaco made solid progress on its strategic transformation in Q2," said Walden Rhines, Silvaco's Chief Executive Officer. "We launched new partnerships with industry leaders, Nvidia and Dassault Systemes. We deepened our relationship with Micron Technologies. We won another FTCO customer and expanded our AI offerings to include Agentic solutions. We delivered on our commitment to drive to non-GAAP profitability in Q2 and saw record pipeline growth and revenue in IP. Looking forward, we expect more FTCO wins, more AI offerings, and more progress on profitable growth. These developments, coupled with our strengthening pipeline, give us confidence in expecting record revenue in Q4 and double-digit revenue growth again in 2027."
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