The Silvaco Group, Inc. (SVCO) SEC filings page brings together the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a Nasdaq-listed technology issuer in the Software - Application industry, Silvaco uses SEC reports to provide detail on its TCAD, EDA, and semiconductor IP business, financial performance, acquisitions, and corporate governance.
Investors can review current and historical Forms 8-K in which Silvaco reports material events. Recent 8-K filings describe quarterly financial results, the acquisition of Mixel Group, Inc., leadership transitions in the Chief Executive Officer and Chief Financial Officer roles, and a restructuring program involving cost-savings initiatives, reductions in force, and planned site closures. These filings often reference accompanying press releases and may include summaries of key agreements, such as stock purchase agreements, employment contracts, and separation agreements.
In addition to event-driven reports, users can access Silvaco’s annual reports on Form 10-K and quarterly reports on Form 10-Q when available. These periodic filings typically provide segment information for TCAD, EDA, and SIP revenue, risk factor discussions related to semiconductor and photonics markets, and management’s analysis of operating trends. They also contain information on the company’s global footprint, which includes a headquarters in Santa Clara, California, and offices across North America, Europe, Egypt, Brazil, China, Japan, Korea, Singapore, Vietnam, and Taiwan.
Form 4 and related insider transaction reports, when filed, allow readers to track equity awards and share transactions by Silvaco’s directors and executive officers, complementing the compensation and governance details in proxy statements. Stock Titan’s platform enhances these documents with AI-powered summaries that highlight key points from lengthy 10-K, 10-Q, and 8-K filings, helping users quickly identify items such as restructuring charges, acquisition terms, or changes in leadership. Real-time updates from EDGAR ensure that new SVCO filings appear promptly, while AI-generated insights can reduce the time required to interpret complex regulatory language.
Pesic Illiya I. reported acquisition or exercise transactions in this Form 4 filing.
Silvaco Group, Inc. director and more-than-10% shareholder Illiya I. Pesic received an award of 1,409 shares of common stock on 2026-08-11. The award was made under an amendment to the non-employee director compensation plan, replacing the second-quarter fiscal 2026 cash retainer with stock having an equivalent fair market value. Following this grant, Pesic directly holds 5,396,081 common shares.
SVCO reporting person Theodore Tewksbury III filed a notice of proposed sale of common stock. The plan lists up to 580 shares of common stock to be sold through Morgan Stanley Smith Barney LLC Executive Financial Services on or after August 11, 2026. The securities to be sold are tied to Restricted Stock Units. In the prior three months, Tewksbury reported selling 1,695 shares of common stock on June 22, 2026, for $79,665.00.
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. entered into a Convertible Note Purchase Agreement with Micron Technology, Inc. under which Silvaco issued an unsecured $10.0 million Senior Convertible Promissory Note bearing 8.0% simple interest, with no periodic cash payments, in a private placement.
All outstanding principal and accrued interest will automatically convert to common stock on August 7, 2028, or immediately before a Change of Control, at the lower of 90% of the stock’s fair market value on the Conversion Date or 115% of the closing price before the Note date, subject to a Nasdaq share issuance cap. If that cap is exceeded, part of the note converts and the remainder is settled in cash, potentially including a prepayment penalty. While the note is outstanding, Silvaco’s ability to incur additional debt is limited to an aggregate of $50.0 million of subordinated indebtedness for borrowed money and certain finance leases, and Micron may receive registration rights for any conversion shares under specified conditions.
Silvaco Group, Inc. reported strong second quarter 2026 momentum, with revenue of $17.8 million, up 48% year-over-year. TCAD contributed $7.9 million, EDA $3.9 million, and SIP $6.0 million, with SIP revenue rising 238% year-over-year. GAAP gross margin improved to 85%, and the GAAP net loss narrowed to $3.7 million, or $0.11 per share. Cash and cash equivalents were $13.0 million at June 30, 2026.
On a non-GAAP basis, Silvaco achieved its first non-GAAP operating profit in almost two years, generating $0.6 million of non-GAAP operating income and $0.3 million of non-GAAP net income ($0.01 per share). Gross bookings were $16.2 million, up 25% year-over-year. IP bookings reached $5.4 million, up 81% sequentially and 70% year-over-year, while IP revenue rose to $6.0 million. The company highlighted record pipeline creation, with $64 million in new opportunities and a total identified pipeline above $292 million.
Strategically, Silvaco expanded partnerships with NVIDIA and Dassault Systemes SIMULIA around digital twin workflows and deepened its relationship with Micron Technologies through a $10 million convertible note tied to its AI-driven FTCO platform. Management introduced Agentic AI offerings and cited expectations for additional FTCO wins, more AI offerings, anticipated record revenue in Q4, and double-digit revenue growth again in 2027. For third quarter 2026, Silvaco guides to bookings of $18.0 million ±10%, revenue of $17.0 million ±10%, non-GAAP gross margin around 88%, and non-GAAP operating expenses of $14.5 million ±5%.
Silvaco Group, Inc. filed a prospectus supplement covering the offer and sale of 69,062 shares of its common stock to John Cary, a former equityholder of Tech-X Corporation. These shares are being issued as part of the consideration for Silvaco’s acquisition of Tech-X, satisfying contingent earnout milestones and post-closing adjustment amounts in lieu of cash.
The shares are issued under Silvaco’s effective shelf registration statement on Form S-3 (File No. 333-291212), declared effective on November 21, 2025. Silvaco states it will not receive any cash proceeds from this share issuance.
Silvaco Group, Inc. is issuing 69,062 shares of common stock to John Cary as part of the consideration for the acquisition of Tech‑X, including contingent earnout shares and post‑closing adjustment consideration paid in stock rather than cash. The shares will be delivered around July 6, 2026. The company states it will receive no cash proceeds from this issuance. The prospectus uses an offering price of $9.26 per share in its dilution example and reports a last reported Nasdaq sale price of $11.10 per share on July 2, 2026. Shares outstanding used for pro forma calculations are 32,234,263 as of March 31, 2026.
Silvaco Group, Inc. director Ngai Anthony K.K. bought 500 shares of Common Stock in an open-market purchase at $12.50 per share. After this transaction, the director directly owns 115,476 shares, indicating a small incremental increase in personal holdings.
Silvaco Group, Inc. director and 10% owner Katherine S. Ngai-Pesic reported an open-market sale of 200,000 shares of Common Stock. The weighted average sale price was $11.2716 per share, with trades between $11.02 and $11.615. Following the transaction, she directly holds 9,176,403 shares.