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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.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.
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