Latest news with #SilvacoGroup
Globe and Mail
07-08-2025
- Business
- Globe and Mail
Silvaco (SVCO) Q2 Revenue Drops 19%
Key Points GAAP revenue dropped 19% year-over-year to $12.05 million in Q2 2025, GAAP revenue missed estimates by 15.3%. Non-GAAP earnings per share fell to $(0.16). Shift in business mix: TCAD segment GAAP revenue declined 34% year-over-year. while EDA and SIP segments grew, signaling a transition for the company. These 10 stocks could mint the next wave of millionaires › Silvaco Group (NASDAQ:SVCO), a provider of design software and Silicon Intellectual Property (SIP) for semiconductor companies, released its Q2 2025 results on August 6, 2025. The company reported GAAP revenue of $12.05 million, missing analyst estimates by $2.18 million (GAAP). Non-GAAP earnings per share came in at $(0.16). These results reflect both a sharper-than-anticipated drop in the core Technology Computer-Aided Design (TCAD) segment, with TCAD revenue down 34% year-over-year, and continued investment in new areas, with meaningful execution risk but also clear signs of progress in customer wins and technology integration. Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q1 2025 earnings report. Business Overview and Recent Focus Silvaco Group's business centers on providing advanced software tools and silicon intellectual property components for semiconductor design and manufacturing. Its core offerings include technology computer-aided design (TCAD) software, used to simulate manufacturing processes, and electronic design automation (EDA) software, which helps automate chip and system-level design. The company also provides silicon intellectual property (SIP), which are reusable design blocks licensed to semiconductor makers. The company has recently pursued growth by expanding its suite of EDA tools and SIP libraries, integrating machine learning and artificial intelligence into its solutions. A critical area of focus is diversifying its business mix, both geographically and across product lines. Key success factors include technological innovation, cultivating strategic partnerships, growing its presence in high-growth verticals like automotive and photonics, and prudent cost and margin management while sustaining investment in product development. Details of the Quarter: Financial and Operational Developments The results underscored a challenging period, with GAAP revenue dropping 19% year-over-year. The miss versus consensus was driven largely by a steep decline in TCAD revenue (GAAP), which fell 34% year-over-year to $6.8 million (GAAP) and now accounts for just 56% of GAAP revenue, down from 69% in Q2 2024. The EDA segment, which provides software for chip design automation, saw GAAP revenue rise 15% year-over-year to $3.4 million and now makes up 29% of the total. The SIP segment grew 11% year-over-year to $1.8 million, representing 15% of total revenue (GAAP). Regionally, there was a significant pivot toward the Asia-Pacific, with this geography delivering 57% of revenue compared to 41% in Q2 2024. The Americas revenue share fell to 36% from 51%, and EMEA (Europe, Middle East, and Africa) accounted for 7% of revenue. About 14% of revenue came from new customer 'logos,' with an additional 6% from customers added in the previous two quarters, showing traction in landing new accounts. However, Gross bookings fell sharply, down 34% year-over-year, highlighting volatility as the company integrates new acquisitions and waits for delayed orders to close. Gross margin on a non-GAAP basis declined to 76%, a 10 percentage point drop from the prior year. The company reported a GAAP net loss of $9.4 million, an improvement from a $38.4 million GAAP net loss in Q2 2024, when results included a litigation settlement. However, on a non-GAAP basis, the company reported a net loss of $4.6 million, compared to a GAAP net profit in Q1 2024. The company cited several operational milestones, including the launch of new EDA and SIP products and securing 10 new major customers across photonics, automotive, military, foundry, and power verticals—critical end markets for semiconductor suppliers. About 40% of revenue came from customer renewals; 40% from expansion among existing customers, indicating the company's 'land and expand' strategy is gaining some traction. A major acquisition, Mixel Group, Inc, closed just after the quarter, increasing the serviceable addressable market by $110 million and bringing the year-to-date total to $710 million added via acquisitions. This effort supports the company's plan to further diversify its revenue base and target design segments with higher growth potential. Looking Forward: Guidance and Investor Considerations For Q3 2025, management guided for revenue in a range of $14.0 to $18.0 million, projecting a minimum of 28% year-over-year growth. The target for non-GAAP gross margin is 81–85%, still trailing historical highs. Non-GAAP net income (or loss) per diluted share is expected to land between $(0.12) and $0.02. Bookings are also expected to rebound, with a $14.0–$18.2 million range, up at least 42% from the prior year's quarter. For FY2025, Silvaco projects revenue of $64.0 to $70.0 million and a non-GAAP net income (or loss) per share between $(0.07) and $0.03, significantly lower than the previous year's net income. Revenue and net income presented using U.S. generally accepted accounting principles (GAAP) unless otherwise noted. 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Yahoo
13-07-2025
- Business
- Yahoo
Wavetek Adopts Silvaco's Victory TCAD Solution for Next-Gen GaN Device Development
Silvaco Group Inc. (NASDAQ:SVCO) is one of the best new tech stocks with huge upside potential. On July 1, Silvaco Group announced that Wavetek adopted its Victory TCAD solution. This adoption is for the development of next-gen Gallium Nitride/GaN devices, specifically targeting high-performance connectivity applications in the 5G, Wi-Fi, and IoT markets. As the demand for high-efficiency, high-frequency GaN devices continues to grow, Wavetek will use Silvaco's advanced simulation tools to design and optimize high-electron-mobility transistors/HEMT and pseudomorphic HEMTs/ pHEMT. Silvaco's Victory TCAD solution delivers accurate GaN-based device models, which enable Wavetek to perform rapid prototyping and device performance evaluation before physical fabrication. An experienced electronic technician soldering a PCB circuit board. Silvaco's Victory suite's powerful device, process modeling, and parameter extraction capabilities assist leading semiconductor companies in accelerating R&D cycles and reducing time-to-market. Silvaco Group Inc. (NASDAQ:SVCO) provides technology computer-aided design/TCAD software, electronic design automation/EDA software, and semiconductor intellectual property/SIP solutions. While we acknowledge the potential of SVCO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
28-05-2025
- Business
- Yahoo
Silvaco To Present at the Rosenblatt 5th Annual Technology Summit
SANTA CLARA, Calif., May 28, 2025 (GLOBE NEWSWIRE) -- Silvaco Group, Inc. (Nasdaq: SVCO, 'Silvaco'), a provider of TCAD, EDA software, and SIP solutions that enable semiconductor design and digital twin modeling through AI software and innovation, today announced that Silvaco's Chief Executive Officer, Dr. Babak Taheri, Interim Chief Financial Officer, Keith Tainsky, and Chief Revenue Officer, Ian Chen, will participate in a fireside chat at the Rosenblatt 5th Annual Technology Summit on Wednesday, June 11, at 4 p.m. Eastern time. A live webcast, as well as a replay, of the presentation will be available on the company's investor relations website at About SilvacoSilvaco is a provider of TCAD, EDA software, and SIP solutions that enable semiconductor design and AI through software and innovation. Silvaco's solutions are used for process and device development across display, power devices, automotive, memory, high performance compute, foundries, photonics, internet of things, and 5G/6G mobile markets for complex SoC design. Silvaco is headquartered in Santa Clara, California and has a global presence with offices located in North America, Europe, Brazil, China, Japan, Korea, Singapore, and Taiwan. Safe Harbor StatementThis press release contains forward-looking statements based on Silvaco Group, Inc.'s current expectations. The words 'believe', 'estimate', 'expect', 'intend', 'anticipate', 'plan', 'project', 'will', and similar phrases as they relate to Silvaco Group, Inc. are intended to identify such forward-looking statements. These forward-looking statements reflect the current views and assumptions of Silvaco Group, Inc. and are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Investor Contact:Greg McNiffinvestors@ Media Contact:Tiffany Behanypress@ in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Associated Press
13-05-2025
- Automotive
- Associated Press
Alps Alpine Adopts Silvaco's Jivaro Pro to Accelerate SPICE Post-Layout Simulation
Key Highlights SANTA CLARA, Calif., May 13, 2025 (GLOBE NEWSWIRE) -- Silvaco Group, Inc. ('Silvaco') (NASDAQ: SVCO), a leading provider of TCAD, EDA software, and SIP solutions that enable semiconductor design and digital twin modeling through AI software and innovation, today announced that Alps Alpine Co., Ltd., an electronics company that manufactures and markets various sensors, electronic components, audio equipment, and in-car navigation systems in the automotive and consumer markets, has adopted Jivaro Pro™, a best-in-class solution for the development and verification of integrated circuits (ICs), including sensor conditioning ICs that support sensor products. Jivaro Pro is a unique stand-alone tool that dramatically speeds up SPICE simulations, accelerating productivity, enabling increased verification coverage and reducing design schedule risk. Adopted by leading semiconductor companies worldwide for technologies from 180nm down to 3nm, Jivaro Pro accelerates SPICE simulation speeds by up to 15x by significantly reducing post-extraction netlists while maintaining high accuracy. Compared to embedded generic reduction in extractors or simulators, Jivaro Pro is unique in the degree and flexibility of parasitic reduction strategies it offers to designers. These benefits minimize the cost of simulation while ensuring timely project completion. With the addition of Jivaro Pro to its development flow, Alps Alpine Co., Ltd. aims to accelerate the development of high-precision sensor products, bringing them to market faster. 'The introduction of Jivaro Pro is consistently reducing post-layout SPICE simulation run times while maintaining accuracy, with at least a 5X improvement observed at the 40nm and 55nm nodes. We expect to see a substantial improvement in engineering productivity as post-layout simulation times have been significantly reduced for many blocks, accelerating our overall timeline', said Yasuyuki Hattori, Senior Manager of IC Engineering Dept. Engineering Headquarters at Alps Alpine Co., Ltd. Jivaro Pro seamlessly fits into existing flows and is simulation and extraction tool agnostic, providing designers with flexibility and usability. With a rich set of features, Jivaro Pro offers engineers an ideal solution for a broad set of designs and challenges. 'Developing the most advanced and sophisticated integrated circuits requires the most advanced and sophisticated tools,' said Dan Fitzpatrick, Vice President and general manager of the EDA business unit at Silvaco. 'Jivaro Pro is a key component in Silvaco's Analog Custom Design tool portfolio offering designers the tools needed to exceed their design goals while minimizing simulation costs and reducing design-cycle risk.' About Silvaco Group, Inc. Silvaco is a provider of TCAD, EDA software, and SIP solutions that enable semiconductor design and digital twin modeling through AI software and innovation. Silvaco's solutions are used for semiconductor and photonics processes, devices, and systems development across display, power devices, automotive, memory, high performance compute, foundries, photonics, internet of things, and 5G/6G mobile markets for complex SoC design. Silvaco is headquartered in Santa Clara, California, and has a global presence with offices located in North America, Europe, Brazil, China, Japan, Korea, Singapore, and Taiwan. Learn more at Contacts Media Relations: Tiffany Behany, [email protected] Investor Relations: Greg McNiff, [email protected]
