Silvaco Group
ConvictionSpeculative
Software licensing (time-based licenses, subscriptions/renewals) plus semiconductor IP (SIP) licensing/royalties; recurring renewal-heavy revenue with bookings/backlog as leading indicators; growth partly via tuck-in acquisitions.
Revenue
$66.7M TTM+15% YoY); FY2025 $63.1M (+6%Rev growth
+26% YoYin Q1 2026; +15% TTM; +6% FY2025Gross margin
86% GAAP / 88% non-GAAPQ1 2026, record levelOp margin
GAAP negativeQ1 2026 GAAP operating loss $5.7M, ~-32% of revenue); non-GAAP near breakeven (Q1 2026 non-GAAP op loss $0.5MCapex intensity
Lowasset-light software model; capex not separately highlighted / not disclosed as materialMarket cap
~$363MNasdaq: SVCO, 2026-07-02, ~32.7M shares at $11.10The read
Where our coverage leans
Coverage leans bullish
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Full financial intelligence for Silvaco Group
Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
- Income statement & margin structure
- SWOT, moats & dependency map
- Supplier–customer ecosystem graph
- Signals, trends & valuation range
Not investment advice — analyst work product for a qualified professional.· intel vintage 2026-07 (price as of 2026-07-02; latest financials Q1 2026 reported 2026-05-07; FY2025 reported 2026-03-12)· sign in (free) for the analyst summary; Pro unlocks full intelligence