Silvaco Group SEC Filings

Silvaco Group, Inc. is undertaking a targeted Restructuring program started in October 2025 to streamline its organizational structure, improve execution, and enhance stockholder value. As part of this effort, the company announced an initial involuntary reduction in force in the United States on November 24, 2025, alongside a voluntary early retirement program, a voluntary exit program, further planned involuntary reductions, and certain site closures.

Silvaco currently estimates it will record pre-tax GAAP charges ranging from $2 million to $5 million, primarily for severance, one-time termination benefits, and costs related to site closures under its global site strategy. The majority of affected employees are expected to be terminated by December 31, 2025, with the Restructuring expected to be substantially completed in fiscal year 2026, subject to various execution risks and uncertainties.

Silvaco Group, Inc. (SVCO)11/18/2025, the reporting person bought 10,000 shares of Silvaco common stock in an open-market transaction coded "P" (purchase).

The shares were acquired at a price of $4.2559 per share. Following this transaction, the reporting person beneficially owns 90,777 shares of Silvaco common stock, held as a direct ownership position.

Silvaco Group, Inc. (SVCO) reported an insider stock sale by a senior executive. On 11/19/2025, an officer, identified in the remarks as the SVP, General Counsel and Corporate Secretary, sold 8,300 shares of common stock at $4.25 per share in a single transaction coded "S" (sale). After this transaction, the reporting person directly owned 43,069 shares of Silvaco common stock. The filing is a Form 4 submitted by one reporting person and reflects only non-derivative common stock, with no derivative securities reported.

Silvaco Group, Inc. (SVCO) disclosed an insider transaction by its Chief Executive Officer and director on a Form 4. On 11/18/2025, the reporting person executed a transaction in 29,000 shares of common stock at a weighted average price of $4.0747 per share, with individual trades occurring between $4.00 and $4.18. Following this activity, the reporting person beneficially owned 92,818 shares of Silvaco common stock held directly. The filing notes that detailed trade-by-trade pricing within the reported range is available upon request.

Silvaco Group, Inc. (SVCO)$3.91 per share. Following this transaction, the officer directly beneficially owns 429,407 shares of Silvaco common stock. The filing is made by one reporting person and reflects ownership held directly, not through an intermediary entity.

Silvaco Group, Inc. (SVCO)11/17/2025, the reporting person executed a transaction in Silvaco common stock involving 11,272 shares at a weighted average price of $3.9018 per share, with prices ranging from $3.88 to $4.00. Following this activity, the reporting person beneficially owned 63,818 shares of common stock held directly. The price disclosure is based on multiple individual trades, and the insider has agreed to provide detailed trade breakdowns upon request.

Silvaco Group (SVCO) filed its Q3 2025 10‑Q, reporting stronger top‑line with a narrower loss. Revenue rose to $18.7 million from $11.0 million a year ago as software license sales nearly doubled. Gross profit was $14.5 million. Operating loss was $9.3 million, and net loss improved to $5.3 million, or $0.18 per share. For the nine months, revenue reached $44.8 million with a net loss of $34.0 million.

As of September 30, 2025, cash and cash equivalents were $11.9 million, with $12.4 million held as restricted cash linked to a litigation letter of credit. Stockholders’ equity was $79.1 million. Remaining performance obligations were approximately $48.2 million, with about 54% expected to be recognized over the next 12 months. Deferred revenue (current) was $11.4 million.

Silvaco completed three acquisitions in 2025: Cadence’s OPC Business for $11.5 million (asset deal), Tech‑X for $8.2 million (cash, stock, and contingent consideration), and Mixel for $22.2 million (cash and stock). A prior dispute with the Nangate Parties was settled for $32.5 million; following a Ninth Circuit reversal, claims were dismissed, and the remaining liability is $10.3 million.

Silvaco Group, Inc. (SVCO) furnished an 8-K announcing quarterly results. On November 12, 2025, the company issued a press release with financial results for the third fiscal quarter ended September 30, 2025, and posted related supplemental financial information on its website. The press release was furnished as Exhibit 99.1 under Item 2.02 and, as stated, is not deemed “filed” for purposes of Section 18 of the Exchange Act unless expressly incorporated by reference.