The Q3 revenue decline is a clear negative, but the Q4 guidance for record revenue and management's 2027 growth outlook suggest a business inflection. Watch Q4 results for confirmation of the guided revenue ramp and whether the new tier-1 customer wins translate into sustained bookings growth.
Price Chart
Executive Summary
Silvaco reported Q3 2026 revenue of $16.3M, down 13% YoY, with a GAAP net loss of $4.6M ($0.14/share). The company guided to record Q4 revenue of $22.0M (+35% sequential), projecting 17% full-year 2026 growth and similar growth in 2027, driven by new tier-1 FTCO and Jivaro Pro customer wins.
Key Financial Metrics
Key Facts
- Q3 2026 revenue of $16.3M, down 13% year-over-year from $18.7M
- GAAP net loss of $4.6M ($0.14/share) vs $5.3M ($0.18/share) in Q3 2025
- Non-GAAP net loss of $1.3M ($0.04/share) vs $2.1M ($0.07/share) in Q3 2025
- Gross bookings of $19.3M, down 15% year-over-year
- TCAD revenue of $7.6M, up 16% YoY; EDA revenue of $4.6M, down 56% YoY; SIP revenue of $4.1M, up 141% YoY
- Q4 2026 guidance: revenue of $22.0M (+-10%), bookings of $21.0M (+-10%), non-GAAP gross margin ~88%
- Cash and cash equivalents of $22.0M at quarter-end, up from $10.9M at Q1 end
- Won a major new tier-1 FTCO customer and 4 tier-1 Jivaro Pro customers in Q3
- Management expects 17% YoY revenue growth in 2026 and mid-to-high teens growth in 2027
Financial Impact
Q3 revenue declined 13% YoY to $16.3M; Q4 guidance implies record revenue of $22.0M (+35% sequential). Full-year 2026 revenue growth guided to 17% at midpoint.
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| TCAD | $7.6M | +16.0% |
| EDA | $4.6M | -56.0% |
| SIP | $4.1M | +141.0% |
Risk Factors
- Q3 revenue declined 13% YoY, driven by a 56% drop in EDA revenue
- Gross bookings declined 15% YoY to $19.3M
- Company remains unprofitable on both GAAP and non-GAAP bases
- Forward guidance is aspirational and depends on execution of new customer wins
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-070138 |
| Document: svco-20261104.htm | 0001628280-26-070138 |
| Document: 0001628280-26-070138-index-headers.html | 0001628280-26-070138 |
| Document: 0001628280-26-070138-index.html | 0001628280-26-070138 |
| Document: 0001628280-26-070138.txt | 0001628280-26-070138 |
| 8-K Data (Synthetic) | 0001628280-26-070138 |
Track record
15 reports on SVCO
1 of 3 bullish or bearish reports moved the stock their way by T+60. Best: +44.45% at T+60 after the Jun 11, 2026 report. 1 of 3 went positive at some point.
Filters
- Nov 10, 2026today Insider Cluster Bearish 5/10 Entry price pending
- Nov 10, 2026today 144 Neutral 3/10 Entry $7.14 Now $7.45 +4.34% settles Feb 9
- Nov 4, 20266d ago 8-K Mixed 6/10 Viewing No price data
- Nov 4, 20266d ago Press Release Mixed 6/10 Entry $6.73 Now $7.45 +10.70% settles Feb 3
- Jul 26, 202615w ago Press Release Bullish 6/10 Entry $7.81 to $6.36 Now $7.45 −4.61% ▼ −18.57% −22.27% vs SPY
- Jun 11, 202621w ago Insider Cluster Bearish 6/10 Entry $12.17 to $6.76 Now $7.45 +38.78% ▲ +44.45% +47.72% vs SPY
- Jun 8, 202622w ago Insider Cluster Neutral 2/10 Entry $11.41 to $6.24 Now $7.45 −34.71% ▼ −45.31% −49.13% vs SPY
- May 27, 202623w ago 8-K Neutral 4/10 Entry $9.67 to $6.73 Now $7.45 −22.96% ▼ −30.40% −32.14% vs SPY
- May 8, 202626w ago 424B5 Neutral 5/10 Entry $11.13 to $8.30 Now $7.45 −33.06% ▼ −25.43% −29.82% vs SPY
- May 8, 202626w ago 8-K Neutral 3/10 Entry $11.13 to $8.30 Now $7.45 −33.06% ▼ −25.43% −29.82% vs SPY
US Market Status
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