SVCO · Silvaco Group, Inc.
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AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. Silvaco returned to non-GAAP operating profitability in Q2 with 48% revenue growth, record IP bookings and revenue, and announced strategic partnerships with NVIDIA and Dassault Systemes along with a $10M convertible note from Micron; the company raised full-year 2026 revenue guidance above $70M and guided to record Q4 revenue and double-digit growth in 2027.
- + Delivered first non-GAAP operating profit since late 2024 with $0.6M of non-GAAP operating income
- + Q2 revenue grew 48% year-over-year to $17.8M with bookings up 25% year-over-year to $16.2M
- + IP delivered record bookings and revenue, with IP revenue up 238% year-over-year to $6.0M
- + Completed targeted $20M annualized spending reductions, with non-GAAP operating expenses down 7.8% sequentially to $14.8M
- + Raised full-year 2026 revenue outlook above $70M and guided to record Q4 revenue plus double-digit 2027 revenue growth with non-GAAP operating profitability and positive operating cash flow
- − GAAP net loss of $3.7M and GAAP operating loss of $4.0M in Q2
- − Six-month operating cash use of $16.5M with Q2 net cash used in operating activities of $5.5M
- − Q3 revenue guidance of $17M is flat sequentially with Q2 and represents a sequential decline
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SVCO
this stock
Silvaco Group, Inc.
|
$231.78M | +68.9% | +5.7% | — | 3.5% |
|
QH
QUHUO Ltd
|
$343.31B | +261.1% | +59.7% | — | 0.0% |
|
SAP
Sap SE
|
$241.75B | -13.8% | — | — | 0.4% |
|
CRM
Salesforce, Inc.
|
$206.00B | -10.2% | +25.9% | 22.8 | 3.5% |
|
SHOP
Shopify Inc.
|
$165.33B | -20.2% | +30.1% | 86.2 | 1.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SVCO | +1.9% | +1.3% | -0.9% | -1.4% | +68.9% |
| SPY | -0.3% | -0.1% | +20.1% | -0.7% | +11.7% |
| vs SPY | +2.3% | +1.5% | -21.0% | -0.7% | +57.2% |