Silvaco Group, Inc. Common Stock (SVCO) Earnings
Silvaco Group, Inc. Common Stock is expected to report next earnings on August 5, 2026 (in NaN days), with a consensus EPS estimate of $0.01. SVCO has beaten EPS estimates in 3 of its last 6 reported quarters (average surprise +10.0% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $-0.05 | $-0.02 | +60.0% | $18M | +4.2% |
| Mar 12, 2026 | $-0.12 | $-0.03 | +74.3% | $18M | +11.5% |
| Nov 12, 2025 | $-0.06 | $-0.07 | -16.7% | $19M | +13.6% |
| Aug 6, 2025 | $-0.09 | $-0.16 | -77.8% | $12M | -24.5% |
| Mar 5, 2025 | $0.15 | $0.15 | +0.0% | $18M | +11.7% |
| Jun 20, 2024 | $0.06 | $0.12 | +100.0% | $16M | -0.1% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 7, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
- AI-driven manufacturing momentum: Secured a new FTCO AI-driven manufacturing customer engagement in Q1, in discussions with several more companies expecting one to close in Q2, and received an order from an existing FTCO customer for new functionality. - Strategic pivot: Playing to Silvaco's strengths, leveraging AI, targeting markets to build a top franchise, customer obsession, and financial discipline. Leveraging strengths in power, memory, foundry, and display segments. Deploying AI internally and in solutions like FTCO. $20 million cost reduction initiative largely behind us, building financial discipline into the culture. - Segment details: TCAD bookings and revenue growth driven by FTCO milestones. Semiconductor IP pipeline has roughly doubled over the past year. EDA focusing on core products like Javaro and Utmost.
Guidance
For Q2 2026, expect Bookings of $19 million, plus or minus 10%. Revenue of $18 million, plus or minus 10%. Non-GAAP gross margin around 88%. Non-GAAP operating expenses of $15.5 million, plus or minus 5%. Expect to reach non-GAAP operating profitability for the first time since Q4 of 2024.
Segment performance
TCAD: In Q1, TCAD bookings grew 13% sequentially and 49% year over year to $10.5 million. Revenue grew 10% sequentially and 22% year over year to $9.6 million. Growth was driven by milestones for FTCO. Semiconductor IP: Bookings were $3 million in the quarter, down 41% sequentially but up more than 200% year over year. IP revenue was $4 million, down 21% sequentially but up 270% year over year. Sequential softness was due to timing of new customer wins. EDA: Q1 bookings came in at $3.8 million with revenue of $4.1 million. Focus on shifting priority to core products like Javaro and Utmost, with an AI-driven version of Utmost released.
Risks & headwinds
Forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from those expressed. The risk factors section in Silvaco's annual report on Form 10-K for the year ended 12-31-2025 provides descriptions of these risks.
Analyst Q&A
Q: Talk about the FTCO pipeline, market universe for FTCO.
A: FTCO has diverse users, started with Micron, applicable in various areas like equipment companies. It's a digital twin for simulating actual behavior.
Q: IP business, pipeline looking?
A: IP business looks strong, pipeline organically doubled in last year, saw pause in Q1 but indicators of returning to growth sequentially in Q2.
Q: OPEX guide for next quarter, are levels wanted?
A: There are continued downward pressures on spend, some targeted reductions and investments, trends to flattish.
Q: TCAD bookings run rate sustainable?
A: TCAD is a solid core business, will see growth.
Q: FTCO wins, will it be recurring quarterly event?
A: Hope so, regularly adding new FTCO customers with new applications.
Q: Triangulate within Q2 guidance, TCAD, EDA, IP?
A: IP grows sequentially, EDA could be flattened, TCAD could be up a bit. Remaining performance obligations backlog is at about 46.6 million on the quarter.