AI brief of an SEC Form 8-K · Silvaco Group, Inc. (SVCO)

Silvaco Q3 revenue falls 13% to $16.3 million; Q4 revenue guided to $22.0 million

Mixed Impact 3 of 5 earnings Written later

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%.

Key points

  • 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

The filing

CompanySilvaco Group, Inc. (SVCO)
Form8-K, current report
Filed with the SECNov 4, 2026, 4:08 PM ET
Accession number0001628280-26-070138

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 11:45 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 04, 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.