Every 10-Q that Silvaco Group, Inc. (SVCO) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow SVCO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SVCO filings page.
Silvaco Group, Inc. reported strong top-line growth for the quarter ended June 30, 2026, with total revenue of $17,806 (in thousands), up 48% from the prior-year quarter, and six‑month revenue of $35,561 (in thousands), up 36%. Software license revenue was $11,821 (in thousands) and maintenance and service revenue was $5,985 (in thousands) in the quarter.
Gross profit rose to $15,162 (in thousands) with an 85% gross margin, driven by higher revenue and lower cost of revenue. Operating loss narrowed to $3,999 (in thousands) from $10,143 (in thousands), and net loss improved to $3,677 (in thousands), or $0.11 per share, versus $0.32 a year earlier. For the first half, net loss was $9,537 (in thousands) compared with $28,682 (in thousands), reflecting the absence of the prior-year $13,069 (in thousands) litigation settlement and lower selling and general and administrative expenses, partly offset by higher acquisition-related and restructuring-driven research and development spending.
At June 30, 2026, cash and cash equivalents totaled $13,000 (in thousands), while net cash used in operating activities was $16,524 (in thousands) for the first half. The company bolstered liquidity by raising $11.1 million net through an at-the-market equity program and later issuing a $10.0 million 8.0% senior unsecured convertible note to Micron, mandatorily convertible by August 7, 2028. Remaining performance obligations were approximately $45.0 million, with about 52% expected to be recognized as revenue within 12 months. A restructuring plan, with up to $5.0 million in expected costs, is under way to reduce headcount and streamline operations.
Silvaco Group, Inc. reported Q1 2026 revenue of $17.8 million, a 26% increase from a year earlier, driven by higher TCAD and IP sales and contributions from recent acquisitions. Net loss narrowed to $5.9 million from $19.3 million, as gross margin improved to 86% and prior-year litigation charges did not recur.
Operating expenses fell 32% largely due to the absence of a $13.1 million litigation settlement, even as research and development nearly doubled with added headcount and acquired businesses. Silvaco used $11.0 million of cash in operations, paid the final $8.3 million litigation settlement installment, and ended the quarter with $10.9 million in cash and cash equivalents.
The company continued executing a restructuring plan, recording $1.5 million of related costs in the quarter and expecting total costs of $5.0 million, aimed at reducing ongoing operating expenses. Silvaco also raised $4.0 million in net proceeds through an at-the-market share program, issuing 752,744 shares at a weighted average price of $5.75 per share.
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.