Every material Form 8-K Silvaco Group, Inc. has filed with the SEC since August 06, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Silvaco reported third quarter 2026 results, with revenue of $16.3 million, down 13% year-over-year, and bookings of $19.3 million, down 15%. GAAP net loss narrowed to $4.6 million from $5.3 million, and the company guided fourth quarter 2026 revenue to $22.0 million, plus or minus 10%, with bookings of $21.0 million, plus or minus 10%.
Q3 2026 revenue of $16.3 million, down 13% year-over-year; TCAD up 16%, EDA down 56%, SIP up 141%
Q3 2026 GAAP net loss of $4.6 million, or $0.14 per share, versus $5.3 million, or $0.18 per share, in Q3 2025
Q4 2026 guidance: revenue of $22.0 million +/- 10% and bookings of $21.0 million +/- 10%
Company expects 2026 revenue growth of 17% at the midpoint of its guided range and mid-to-high teens growth in 2027
Silvaco Group issued a $10.0 million unsecured senior convertible note to Micron Technology, a customer, after signing a purchase agreement on August 5, 2026 and closing on August 6, 2026. The note bears 8.0% simple interest and automatically converts into common stock on August 7, 2028 or before a change of control, so it may dilute existing shareholders by an amount that cannot yet be determined.
Principal of $10.0 million, 8.0% simple interest per annum, unsecured
Automatic conversion on August 7, 2028, or before a change of control, at the lower of 90% of fair market value or 115% of the prior closing price
Conversion shares capped by Nasdaq Listing Rule 5635(d) limit; if stockholder approval is not obtained, Silvaco must make a cash payment to Micron
While the note is outstanding, Silvaco may incur up to $50.0 million of additional subordinated borrowings
Silvaco reported second quarter 2026 revenue of $17.8 million, up 48% from a year earlier, and its GAAP net loss narrowed to $3.7 million from $9.4 million. The company expects third quarter 2026 revenue of $17.0 million, plus or minus 10%, which is below the second quarter level.
GAAP net loss of $3.7 million, or $0.11 per share, versus $9.4 million, or $0.32 per share, in Q2 2025
Non-GAAP operating income of $0.6 million, compared with a $6.0 million non-GAAP operating loss in Q2 2025
Q3 2026 guidance: revenue of $17.0 million (plus or minus 10%) and bookings of $18.0 million (plus or minus 10%); cash and cash equivalents were $13.0 million at June 30, 2026
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Silvaco Group, Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →