March 16, 2026 -
SANTA CLARA, Calif. -- Silvaco Group, Inc. (Nasdaq: SVCO) (“Silvaco” or the “Company”), a provider of TCAD, EDA software, and SIP solutions that enable innovative semiconductor design and digital twin modeling through AI software and innovation, today announced its fourth quarter and full year 2025 results.
“Silvaco’s turnaround strategy is off to a strong start,” said Walden Rhines, Silvaco’s Chief Executive Officer. “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.”
Chris Zegarelli, Silvaco’s Chief Financial Officer, added, “Our cost reduction strategies are progressing faster than expected. As a result, we saw stronger gross margins and healthier operating profit in the fourth quarter of 2025. Looking forward, and excluding non-recurring settlement and severance payments, we expect our operating cash burn to fall dramatically in Q1. From there, we see a path to non-GAAP operating profitability and positive operating cash flow during the year. We are pleased with our progress and look forward to driving to profitability as the year progresses.”
GAAP Financial Results:
Key Operating Indicators and Non-GAAP Financial Results:
GAAP Financial Results:
Key Operating Indicators and Non-GAAP Financial Results:
For a discussion of the non-GAAP metrics presented in this press release, as well as a reconciliation of non-GAAP metrics to the nearest comparable GAAP metric, see “Discussion of Non-GAAP Financial Measures” and “GAAP to Non-GAAP Reconciliation” in the accompanying tables below.
Supplementary materials to this press release, including fourth quarter 2025 financial results, can be found at https://investors.silvaco.com/financial-information/quarterly-results.
As of March 12, 2026, Silvaco is providing guidance for its first quarter of 2026, which represents Silvaco’s current estimates on its operations and financial results. The financial information below represents forward-looking financial information and in some instances forward-looking, non-GAAP financial information, including estimates of Bookings, non-GAAP gross margin and non-GAAP operating expenses. GAAP gross margin is the most comparable GAAP measure to non-GAAP gross margin and GAAP operating expenses are the most comparable GAAP measures to non-GAAP operating expenses. Non-GAAP gross margin differs from GAAP gross margin in that it excludes items such as stock-based compensation expense, IPO related costs, and acquisition related costs. Non-GAAP operating expenses differ from GAAP operating expenses in that they exclude items such as acquisition related costs, stock-based compensation expense, amortization of acquired intangible assets, IPO related costs, and restructuring and other related costs. Silvaco is unable to predict with reasonable certainty the ultimate outcome of these exclusions without unreasonable effort. Therefore, Silvaco has not provided guidance for GAAP gross margin or GAAP operating expenses or a reconciliation of the forward-looking non-GAAP gross margin or non-GAAP operating expenses to GAAP gross margin or GAAP operating expenses, respectively. However, it is important to note that these excluded items could be material to our results computed in accordance with GAAP in future periods.
Based on current business trends and conditions, the Company expects for first quarter 2026 the following:
A press release highlighting the Company's results along with supplemental financial results will be available at https://investors.silvaco.com/. An archived replay of the conference call will be available on this website for a limited time after the call. Participants who want to join the call and ask a question may register for the call here to receive the dial-in numbers and unique PIN.
Date: Thursday, March 12, 2026
Time: 5:00 p.m. Eastern time
Webcast: Here (live and replay)
Silvaco is a provider of TCAD, EDA software, and SIP solutions that enable semiconductor design and digital twin modeling through AI software and innovation. Silvaco’s solutions are used for semiconductor and photonics processes, devices, and systems development across display, power devices, automotive, memory, high performance compute, foundries, photonics, internet of things, and 5G/6G mobile markets for complex SoC design. Silvaco is headquartered in Santa Clara, California, and has a global presence with offices located in North America, Europe, Egypt, Brazil, China, Japan, Korea, Singapore, Vietnam, and Taiwan.