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Silvaco Group (SVCO) investor relations material
Silvaco Group Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary12 Nov, 2025
Executive summary
Q3 2025 delivered record revenue of $18.7 million (up 70% YoY) and record bookings of $22.8 million (up 131% YoY), driven by strong EDA contract wins, software license sales, and recent acquisitions including Mixel, Tech-X, and OPC Business.
Leadership changes included the appointment of a new CEO and CFO, with a strategic focus on differentiated growth products, operational discipline, and cost control.
Company-wide cost reduction initiatives, including early retirement and leaver programs, are expected to reduce annualized non-GAAP operating expenses by at least $15 million.
Product momentum continued with increased adoption of key tools (Jivaro, DTCO, Victory TCAD) and strong customer feedback for Mixel.
The company aims to right-size operations, streamline its portfolio, and invest in high-potential areas while reducing emphasis on mature, low-growth products.
Financial highlights
Q3 2025 revenue reached $18.7 million, up 70% year-over-year; bookings totaled $22.8 million, up 131% year-over-year.
Software license revenue doubled to $13.8 million; maintenance and service revenue grew 19% to $4.9 million.
GAAP gross margin was 77.9% (up 326 bps YoY); non-GAAP gross margin was 81.5% (up 179 bps YoY).
GAAP net loss was $5.3 million (improved from $6.6 million YoY); non-GAAP net loss was $2.1 million.
Cash, cash equivalents, and marketable securities totaled $27.8 million at quarter end.
Outlook and guidance
Q4 2025 guidance: bookings of $15M–$19M, revenue of $14M–$18M, non-GAAP gross margin 78%–82%, non-GAAP OpEx $16M–$18M.
Expectation for OpEx to trend flat to down, gross margins to improve, and growth to materialize in 2026.
Long-term target is double-digit top-line growth, with share gains anticipated as industry growth continues.
Which product has Calibre/Tessent-like potential?
Net resource shift to growth areas post-OpEx cuts?
Mixel/Tech-X 2026 growth: key milestones?
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Next Silvaco Group earnings date
Q4 20255 Mar, 2026
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Q4 20255 Mar, 2026
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Frequently asked questions
Silvaco Group Inc. provides technology computer-aided design (TCAD) software, electronic design automation (EDA) software, and semiconductor intellectual property (SIP) solutions. Its TCAD software is utilized for developing and optimizing semiconductor processes and devices before manufacturing. The EDA software supports analog, mixed-signal, and RF circuit design, offering tools for custom integrated circuits CAD and interconnect modeling. Silvaco's SIP offerings include embedded processors, wired interfaces, and other cores for automotive, consumer, and IoT applications. The company serves markets such as display technology, power devices, automotive, memory, high-performance computing, IoT, and 5G/6G mobile sectors. The company is headquartered in Santa Clara, California, and its shares are listed on NASDAQ.
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