SVCO News & Events

Reports Q4 revenue $18.25M, consensus $16.37M. "Silvaco's turnaround strategy is off to a strong start," said Walden Rhines, Silvaco's CEO. "We won our second AI/ML FTCO customer during the quarter, saw a meaningful uptick in the IP business and we are executing our cost down strategy faster than anticipated. As a result, fourth-quarter 2025 results were ahead of expectations, and we see continued strength to start 2026. Looking forward, we remain firmly committed to our prioritized growth drivers and financial and operational discipline as we continue to deliver predictable, profitable growth."

Sees Q4 bookings $15M-$19M. Sees Q4 gross margin 78%-82%. Chris Zegarelli, Silvaco's Chief Financial Officer, added, "We have taken steps toward improving financial discipline with a cost reduction program implemented during the fourth quarter. We expect the program will lower operating expenses by at least $15 million on an annualized basis and will position the company for more nimble execution and sustained profitability going forward."

Reports Q3 revenue $18.67M, consensus $15.95M. "I am pleased to report that Silvaco's third quarter results set records for both revenue and bookings," said Walden Rhines, Silvaco's Chief Executive Officer. "However, high operating expenses resulted in the company posting an operating loss even at record revenue. Looking forward, we are prioritizing our core growth drivers and strengthening financial and operational discipline to position us for stronger results going forward."