Form 8-K

8-K — Silvaco Group, Inc.

Accession: 0001628280-26-054291

Filed: 2026-08-06

Period: 2026-08-06

CIK: 0001943289

SIC: 7372 (SERVICES-PREPACKAGED SOFTWARE)

Item: Results of Operations and Financial Condition

Item: Financial Statements and Exhibits

Documents

8-K — svco-20260806.htm (Primary)

EX-99.1 (a991earningsreleasedatedau.htm)

XML — IDEA: XBRL DOCUMENT (R1.htm)

8-K

8-K (Primary)

Filename: svco-20260806.htm · Sequence: 1

svco-20260806

FALSE000194328900019432892026-08-062026-08-06

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the

Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): August 6, 2026

Silvaco Group, Inc.

(Exact name of registrant as specified in its charter)

Delaware

001-42043

27-1503712

(State or other jurisdiction

of incorporation)

(Commission

File Number)

(IRS Employer

Identification Number)

Silvaco Group Inc.

4701 Patrick Henry Drive, Building #23

Santa Clara, CA 95054

(Address of principal executive offices, including Zip Code)

Registrant’s telephone number, including area code: (408) 567-1000

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading

Symbol

Name of each exchange

on which registered

Common stock, $0.0001 par value per share SVCO The Nasdaq Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☒

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition.

On August 6, 2026, Silvaco Group, Inc. issued a press release announcing its financial results for the first fiscal quarter ended June 30, 2026, and posted to its website supplemental financial information in connection therewith. A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference herein.

The information furnished under this Item 2.02 and in the accompanying Exhibit 99.1 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act regardless of any general incorporation language in such filing, unless expressly incorporated by specific reference in such filing.

Item 9.01 Financial Statements and Exhibits.

(a) Financial Statements of Business Acquired.

Not applicable.

(b) Pro Forma Financial Information.

Not applicable.

(d) Exhibits.

Exhibit No. Description

99.1

Press release issued by Silvaco Group, Inc. dated August 6, 2026

104 Cover page interactive data file (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

SILVACO GROUP, INC.

Date: August 6, 2026

By: /s/ Christopher J. Zegarelli

Christopher J. Zegarelli

Chief Financial Officer

EX-99.1

Filename: a991earningsreleasedatedau.htm · Sequence: 2

Document

Exhibit 99.1

Silvaco Reports Second Quarter 2026 Financial Results

-- Profitability: Delivered better-than-expected operating results driven by continued tight management of operating expenses--

-- Partnerships: Announced new strategic partnerships with NVIDIA and Dassault Systemes SIMULIA, and deepened relationship with Micron Technologies with a $10 million convertible note, to accelerate Fab Technology Co-Optimization (FTCOTM) adoption globally –

-- AI Acceleration: Introducing Agentic AI offerings with engagements with key strategic customers expected by yearend –

SANTA CLARA, Calif. – August 6, 2026 -- Silvaco Group, Inc. (Nasdaq: SVCO) (“Silvaco” or the “Company”), a provider of TCAD, EDA software, and SIP solutions that enable innovative semiconductor design and digital twin modeling through AI software and innovation, today announced its second quarter 2026 results.

“Silvaco made solid progress on its strategic transformation in Q2,” said Walden Rhines, Silvaco’s Chief Executive Officer. “We launched new partnerships with industry leaders, Nvidia and Dassault Systemes. We deepened our relationship with Micron Technologies. We won another FTCO customer and expanded our AI offerings to include Agentic solutions. We delivered on our commitment to drive to non-GAAP profitability in Q2 and saw record pipeline growth and revenue in IP. Looking forward, we expect more FTCO wins, more AI offerings, and more progress on profitable growth. These developments, coupled with our strengthening pipeline, give us confidence in expecting record revenue in Q4 and double-digit revenue growth again in 2027.”

Chris Zegarelli, Silvaco’s Chief Financial Officer, added, “Silvaco’s record IP revenue in the quarter, combined with reduced spending, enabled us to deliver non-GAAP operating profitability in Q2 for the first time in almost two years. We also recently took steps to strengthen the balance sheet, including closing a $10 million investment from Micron Technologies. We are excited about our momentum and strengthening fundamentals and look forward to building on them in the quarters ahead.”

Micron Technologies’ investment in Silvaco is part of an expanded relationship between the two companies. At the core of this collaboration is Silvaco’s FTCO platform, an AI-powered solution to create real-time Surrogate Models empowered by multiphysics-based simulations. These surrogate models abstract the complexity of full physics-based simulations and deliver real-time predictive insights.

“Real-time, AI-driven modeling is becoming a strategic advantage in advanced memory development, enabling our engineers to make faster, better-informed process decisions,” said Gurtej Sandhu, Principal Fellow & CVP, Micron Technologies. “Silvaco’s FTCO platform has been instrumental in helping us achieve that, and we look forward to continuing to push the boundaries of what’s possible in next generation memory development.”

Second Quarter 2026 and Recent Business Highlights

•Secured new AI FTCO customer in Q2’26 and working to close new AI FTCO wins in

2H’26.

•IP bookings up 81% sequentially and 70% year-on-year to $5.4 million. IP revenue up 48% sequentially and 238% year-on-year to $6.0 million. IP strength driven by foundational IP and Mixel offerings.

•Drove record pipeline creation during the quarter, with $64M in new opportunities added. Identified pipeline opportunities grew to over $292M by quarter end.

•Announced partnership with NVIDIA to accelerate next-generation digital twins for semiconductor design and manufacturing. The partnership combines GPU-accelerated computing, physics-based simulation, and AI to enable digital twins.

•Launched partnership with Dassault Systemes SIMULIA to develop interoperable digital twin workflows that help semiconductor manufacturers achieve first-time-right process development, accelerate yield ramps, and make better manufacturing decisions before committing costly fab resources.

Second Quarter 2026 Financial Results

GAAP Financial Results:

•Revenue of $17.8 million, up 48% year-over-year.

◦TCAD revenue of $7.9 million, up 16% year-over-year.

◦EDA revenue of $3.9 million, up 14% year-over-year.

◦SIP revenue of $6.0 million, up 238% year-over-year.

•GAAP gross margin of 85%, up 1423 basis points year-over-year.

•GAAP operating loss of $4.0 million, compared to $10.1 million operating loss in Q2 2025.

•GAAP net loss of $3.7 million, compared to $9.4 million net loss in Q2 2025.

•GAAP basic and diluted net loss per share of $0.11, compared to basic and diluted net loss per share of $0.32 in Q2 2025.

•As of quarter-end, cash and cash equivalents totaled $13.0 million.

Key Operating Indicators and Non-GAAP Financial Results:

•Gross bookings were $16.2 million, up 25% year-over-year.

•Non-GAAP gross margin of 87%, up 1246 basis points year-over-year.

•Non-GAAP operating income of $0.6 million, compared to $6.0 million operating loss in Q2 2025.

•Non-GAAP net income of $0.3 million, compared to $5.8 million net loss in Q2 2025.

•Non-GAAP basic and diluted net income per share of $0.01, compared to basic and diluted net loss per share of $0.20 in Q2 2025.

For a discussion of the non-GAAP metrics presented in this press release, as well as a reconciliation of non-GAAP metrics to the nearest comparable GAAP metric, see “Discussion of Non-GAAP Financial Measures” and “GAAP to Non-GAAP Reconciliation” in the accompanying tables below.

Supplementary materials to this press release, including second quarter 2026 financial results, can be found at https://investors.silvaco.com/financial-information/quarterly-results.

Third Quarter Financial Outlook

As of August 6, 2026, Silvaco is providing guidance for its third quarter of 2026, which represents Silvaco’s current estimates of its operations and financial results. The financial information below represents forward-looking financial information and in some instances forward-looking, non-GAAP

financial information, including estimates of Bookings, non-GAAP gross margin and non-GAAP operating expenses. GAAP gross margin is the most comparable GAAP measure to non-GAAP gross margin and GAAP operating expenses are the most comparable GAAP measures to non-GAAP operating expenses. Non-GAAP gross margin differs from GAAP gross margin in that it excludes items such as stock-based compensation expense, acquisition related costs and restructuring, executive severance and other related costs. Non-GAAP operating expenses differ from GAAP operating expenses in that they exclude items such as acquisition related costs, stock-based compensation expense, amortization of acquired intangible assets, and restructuring, executive severance and other related costs. Silvaco is unable to predict with reasonable certainty the ultimate outcome of these exclusions without unreasonable effort. Therefore, Silvaco has not provided guidance for GAAP gross margin or GAAP operating expenses or a reconciliation of the forward-looking non-GAAP gross margin or non-GAAP operating expenses to GAAP gross margin or GAAP operating expenses, respectively. However, it is important to note that these excluded items could be material to our results computed in accordance with GAAP in future periods.

Based on current business trends and conditions, the Company expects for third quarter 2026 the

following:

•Bookings of $18.0 million +/- 10%.

•Revenue of $17.0 million +/- 10%.

•Non-GAAP gross margin of around 88%.

•Non-GAAP operating expenses of $14.5 million +/- 5%.

Second Quarter 2026 Conference Call Details

A press release highlighting the Company's results along with supplemental financial results will be available at https://investors.silvaco.com/. An archived replay of the conference call will be available on this website for a limited time after the call. Participants who want to join the call and ask a question may register for the call here to receive the dial-in numbers and unique PIN.

Date: Thursday, August 6, 2026

Time: 5:00 p.m. Eastern time

Webcast: Here (live and replay)

About Silvaco

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, Egypt, Brazil, China, Japan, Korea, Singapore, Vietnam, and Taiwan.

Safe Harbor Statement

This press release contains forward-looking statements based on Silvaco's current expectations. The words “believe”, “estimate”, “expect”, “intend”, “anticipate”, “plan”, “project”, “will”, and similar phrases as they relate to Silvaco are intended to identify such forward-looking statements. These forward-looking statements reflect the current views and assumptions of Silvaco and are subject to various risks and uncertainties that could cause actual results to differ materially from expectations.

These forward-looking statements include but are not limited to, statements regarding our future operating results, financial position, and guidance, our business strategy and plans, our objectives for future operations, our development or delivery of new or enhanced products, and anticipated results of those products for our customers, our competitive positioning, projected costs, technological capabilities, and plans, and macroeconomic trends.

A variety of risks and factors that are beyond our control could cause actual results to differ materially from those in the forward-looking statements including, without limitation, the following: (a) market conditions; (b) anticipated trends, challenges and growth in our business and the markets in which we operate; (c) our ability to appropriately respond to changing technologies on a timely and cost-effective basis; (d) the size and growth potential of the markets for our software solutions, and our ability to serve those markets; (e) our expectations regarding competition in our existing and new markets; (f) the level of demand in our customers’ end markets; (g) regulatory developments in the United States and foreign countries; (h) changes in trade policies, including the imposition of tariffs; (i) proposed new software solutions, services or developments; (j) our ability to attract and retain key management personnel; (k) our customer relationships and our ability to retain and expand our customer relationships; (l) our ability to diversify our customer base and develop relationships in new markets; (m) the strategies, prospects, plans, expectations, and objectives of management for future operations; (n) public health crises, pandemics, and epidemics and their effects on our business and our customers’ businesses; (o) the impact of the current conflicts between Ukraine and Russia, Israel and Hamas, and the United States and Israel on the one hand and Iran and other regional adversaries on the other, and the ongoing trade disputes among the United States and China on our business, financial condition or prospects, including extreme volatility in the global capital markets making debt or equity financing more difficult to obtain, more costly or more dilutive, delays and disruptions of the global supply chains and the business activities of our suppliers, distributors, customers and other business partners; (p) changes in general economic or business conditions or economic or demographic trends in the United States and foreign countries including changes in tariffs, interest rates and inflation; (q) our ability to raise additional capital; (r) our ability to accurately forecast demand for our software solutions; (s) our ability to successfully retain key personnel, integrate and realize the benefits of acquisitions; (t) our expectations regarding the period during which we qualify as an emerging growth company under the JOBS Act and as a smaller reporting company under the Exchange Act; (u) our expectations regarding our ability to obtain, maintain, protect and enforce intellectual property protection for our technology; and (v) our status as a controlled company.

It is not possible for us to predict all risks, nor can we assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results or outcomes to differ materially from those contained in any forward-looking statements we may make. Accordingly, you should not rely on any of the forward-looking statements. Additional information relating to the uncertainty affecting Silvaco’s business is contained in Silvaco’s filings with the Securities and Exchange Commission. These documents are available on the SEC Filings section of the Investor Relations section of Silvaco’s website at http://investors.silvaco.com/. These forward-looking statements represent Silvaco’s expectations as of the date of this press release. Subsequent events may cause these expectations to change, and Silvaco disclaims any obligation to update or alter these forward-looking statements in the future, whether as a result of new information, future events or otherwise.

Discussion of Non-GAAP Financial Measures and Other Key Business Metrics

We use certain non-GAAP financial measures and key business metrics to supplement the performance measures in our consolidated financial statements, which are presented in accordance with GAAP. These non-GAAP financial measures include non-GAAP gross profit, non-GAAP gross margin, non-GAAP operating income (loss), non-GAAP net income (loss), and non-GAAP basic and diluted net income (loss)

per share. Key business metrics include bookings. We use these non-GAAP financial measures and key business metrics for financial and operational decision-making and as a means to assist us in evaluating period-to-period comparisons.

We define non-GAAP gross profit as our GAAP gross profit adjusted to exclude certain costs, including stock-based compensation expense, acquisition related costs, and restructuring, executive severance and other related costs. We define non-GAAP gross margin as the ratio of non-GAAP gross profit to revenue. We define non-GAAP operating income (loss), as our GAAP operating income (loss) adjusted to exclude certain costs, including acquisition related costs, stock-based compensation expense, amortization of acquired intangible assets, and restructuring, executive severance and other related costs. We define non-GAAP net income (loss) as our GAAP net income (loss) adjusted to exclude certain costs, including acquisition related costs, stock-based compensation expense, amortization of acquired intangible assets, restructuring, executive severance and other related costs, and the income tax effect on non-GAAP items. Our non-GAAP basic and diluted net income (loss) per share is calculated in the same way as our non-GAAP net income (loss), but on a per share basis. We monitor non-GAAP gross profit, non-GAAP gross margin, non-GAAP operating income (loss), non-GAAP net income (loss) and non-GAAP basic and diluted net income (loss) per share as non-GAAP financial measures to supplement the financial information we present in accordance with GAAP to provide investors with additional information regarding our financial results.

Certain items are excluded from our non-GAAP gross profit, non-GAAP gross margin, non-GAAP operating income (loss), non-GAAP net income (loss) and non-GAAP basic and diluted net income (loss) per share because these items are non-cash in nature or are not indicative of our core operating performance and render comparisons with prior periods and competitors less meaningful. We adjust GAAP gross profit, GAAP gross margin, GAAP operating income (loss), GAAP net income (loss), and GAAP basic and diluted net income (loss) per share for these items to arrive at non-GAAP gross profit, non-GAAP gross margin, non-GAAP operating income (loss), non-GAAP net income (loss), and non-GAAP basic and diluted net income (loss) per share because these amounts can vary substantially from company to company within our industry depending upon accounting methods and book values of assets, capital structure and the method by which the assets were acquired. By excluding certain items that may not be indicative of our recurring core operating results, we believe that non-GAAP gross profit, non-GAAP gross margin, non-GAAP operating income (loss), non-GAAP net income (loss) and non-GAAP basic and diluted net income (loss) per share provide meaningful supplemental information regarding our performance.

We believe these non-GAAP financial measures are useful to investors and others because they allow for additional information with respect to financial measures used by management in its financial and operational decision-making and they may be used by our institutional investors and the analyst community to help them analyze our financial performance and the health of our business. However, there are a number of limitations related to the use of non-GAAP financial measures, and these non-GAAP measures should be considered in addition to, not as a substitute for or in isolation from, our financial results prepared in accordance with GAAP. Other companies, including companies in our industry, may calculate these non-GAAP financial measures differently or not at all, which reduces their usefulness as comparative measures.

We define a booking as a signed contract and related purchase commitment from a customer, based on the value set forth in a purchase order. We believe bookings are a useful metric to measure whether we are successful in our sales efforts with new and existing customers and provide an indication of trends in our operating results that are not necessarily reflected in our revenue. Reported bookings may be subject to adjustments and potential cancellations prior to the satisfaction of our customer obligations.

SILVACO GROUP, INC.

CONDENSED CONSOLIDATED BALANCE SHEETS

(Unaudited, in thousands except share and par value amounts)

June 30, 2026 December 31, 2025

ASSETS

Current assets:

Cash and cash equivalents $ 13,000 $ 9,008

Accounts receivable, net 11,622 9,710

Short-term marketable securities — 1,018

Contract assets, net 13,871 13,362

Prepaid expenses and other current assets

4,831 4,728

Restricted cash — 8,250

Total current assets 43,324 46,076

Non-current assets:

Property and equipment, net 1,272 1,525

Operating lease right-of-use assets, net 1,765 3,114

Intangible assets, net 23,784 26,027

Goodwill 30,070 30,070

Non-current portion of contract assets, net 13,717 14,272

Other assets 1,352 1,558

Total non-current assets 71,960 76,566

Total assets $ 115,284 $ 122,642

LIABILITIES AND STOCKHOLDERS' EQUITY

Current liabilities:

Accounts payable $ 2,588 $ 3,483

Accrued expenses and other current liabilities 10,249 19,397

Accrued income taxes 990 2,486

Operating lease liabilities, current 979 1,121

Deferred revenue, current 8,056 10,751

Vendor financing obligation, current 2,305 1,165

Total current liabilities 25,167 38,403

Non-current liabilities:

Deferred revenue, non-current 4,694 5,157

Operating lease liabilities, non-current 770 1,961

Vendor financing obligation, non-current 1,018 2,038

Other non-current liabilities — 94

Total liabilities 31,649 47,653

Stockholders' equity:

Common stock 3 3

Additional paid-in capital 164,641 146,136

Accumulated deficit (78,755) (69,218)

Accumulated other comprehensive loss (2,254) (1,932)

Total stockholders' equity 83,635 74,989

Total liabilities and stockholders' equity $ 115,284 $ 122,642

SILVACO GROUP, INC.

CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS

(Unaudited, in thousands except share and per share amounts)

Three Months Ended June 30, Six Months Ended June 30,

2026 2025 2026 2025

Revenue:

Software license revenue $ 11,821 $ 7,217 $ 23,430 $ 17,226

Maintenance and service 5,985 4,831 12,131 8,914

Total revenue 17,806 12,048 35,561 26,140

Cost of revenue 2,644 3,504 5,061 6,520

Gross profit 15,162 8,544 30,500 19,620

Operating expenses:

Research and development 8,811 5,907 17,970 10,707

Selling and marketing 3,866 4,714 8,688 9,433

General and administrative 6,484 8,066 13,498 16,186

Litigation settlement — — — 13,069

Total operating expenses 19,161 18,687 40,156 49,395

Operating loss (3,999) (10,143) (9,656) (29,775)

Interest income 29 651 76 1,514

Interest and other expense, net (380) (443) (494) (734)

Loss before income tax benefit (4,350) (9,935) (10,074) (28,995)

Income tax benefit (673) (526) (537) (313)

Net loss $ (3,677) $ (9,409) $ (9,537) $ (28,682)

Net loss per share attributable to common stockholders:

Basic $ (0.11) $ (0.32) $ (0.30) $ (0.99)

Diluted $ (0.11) $ (0.32) $ (0.30) $ (0.99)

Weighted average shares used in computing per share amounts:

Basic 33,017,435 29,312,982 32,196,234 29,005,331

Diluted 33,017,435 29,312,982 32,196,234 29,005,331

SILVACO GROUP, INC.

CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS

(Unaudited, in thousands)

Six Months Ended June 30,

2026 2025

Cash flows from operating activities:

Net loss $ (9,537) $ (28,682)

Adjustments to reconcile net loss to net cash used in operating activities:

Depreciation and amortization 2,475 1,146

Stock-based compensation expense 5,831 4,397

Provision for estimated credit losses 154 116

Accretion of discount on marketable securities, net 18 (462)

Litigation settlement — 13,069

Change in fair value of contingent consideration 187 52

Changes in operating assets and liabilities:

Accounts receivable (1,895) 97

Contract assets (449) 4,832

Prepaid expenses and other current assets (314) (1,073)

Other assets 204 32

Accounts payable (896) (1,576)

Accrued expenses and other current liabilities (6,780) (16,586)

Related party funding of litigation apportionment agreement — 6,000

Accrued income taxes (1,492) (714)

Deferred revenue (2,917) 2,719

Other non-current liabilities (1,113) 20

Net cash used in operating activities (16,524) (16,613)

Cash flows from investing activities:

Sales of marketable securities — 10,345

Maturities of marketable securities 1,000 32,000

Acquisition of businesses — (14,306)

Purchases of property and equipment (14) (222)

Net cash provided by investing activities 986 27,817

Cash flows from financing activities:

Net proceeds from issuance of common stock 12,193 361

Payments of equity issuance costs (606) —

Payment of payroll taxes related to shares withheld from employees (287) (586)

Payments of contingent consideration (43) (46)

Payments of vendor financing obligation — (1,328)

Net cash provided by (used in) financing activities 11,257 (1,599)

Effect of exchange rate fluctuations on cash and cash equivalents 23 421

Net (decrease) increase in cash and cash equivalents (4,258) 10,026

Cash, cash equivalents, and restricted cash, beginning of period 17,258 19,606

Cash, cash equivalents, and restricted cash, end of period $ 13,000 $ 29,632

SILVACO GROUP, INC.

REVENUE

(Unaudited)

2025 2026

Q1 Q2 Q3 Q4 Year Q1 Q2

Revenue by Region:

Americas 20 % 36 % 55 % 35 % 38 % 44 % 46 %

APAC 66 % 57 % 40 % 57 % 54 % 48 % 44 %

EMEA 14 % 7 % 5 % 8 % 8 % 8 % 10 %

Total revenue 100 % 100 % 100 % 100 % 100 % 100 % 100 %

Revenue by Product Line:

TCAD 56 % 56 % 35 % 48 % 48 % 54 % 45 %

EDA 36 % 29 % 56 % 24 % 37 % 23 % 22 %

SIP 8 % 15 % 9 % 28 % 15 % 23 % 33 %

Total revenue 100 % 100 % 100 % 100 % 100 % 100 % 100 %

Revenue Item Category:

Software license revenue 71 % 60 % 74 % 65 % 68 % 65 % 66 %

Maintenance and service 29 % 40 % 26 % 35 % 32 % 35 % 34 %

Total revenue 100 % 100 % 100 % 100 % 100 % 100 % 100 %

Revenue by Country:

United States 20 % 30 % 55 % 34 % 37 % 44 % 48 %

China 14 % 28 % 16 % 22 % 20 % 15 % 21 %

Other 66 % 42 % 29 % 44 % 43 % 41 % 31 %

Total revenue 100 % 100 % 100 % 100 % 100 % 100 % 100 %

SILVACO GROUP, INC.

GAAP to Non-GAAP Reconciliation

(Unaudited, in thousands except per share amounts)

Three Months Ended Six Months Ended

6/30/2026 6/30/2025 6/30/2026 6/30/2025

GAAP Gross profit $ 15,162 $ 8,544 $ 30,500 $ 19,620

Add: Stock-based compensation expense 301 359 515 558

Add: Acquisition related costs — 59 — 67

Add: Restructuring, executive severance and other related costs — — 63 —

Non-GAAP Gross profit $ 15,463 $ 8,962 $ 31,078 $ 20,245

GAAP Gross Margin 85 % 71 % 86 % 75 %

Non-GAAP Gross Margin 87 % 74 % 87 % 77 %

GAAP Operating loss $ (3,999) $ (10,143) $ (9,656) $ (29,775)

Add: Stock-based compensation expense 2,385 2,061 4,759 4,330

Add: Acquisition related costs 27 1,740 268 16,238

Add: Restructuring, executive severance and other related costs 1,370 — 3,073 —

Add: Amortization of acquired intangible assets 852 373 1,720 486

Non-GAAP Operating (loss) income $ 635 $ (5,969) $ 164 $ (8,721)

GAAP Net loss $ (3,677) $ (9,409) $ (9,537) $ (28,682)

Add: Stock-based compensation expense 2,385 2,061 4,759 4,330

Add: Acquisition related costs 135 1,763 476 16,296

Add: Restructuring, executive severance and other related costs 1,370 — 3,073 —

Add: Amortization of acquired intangible assets 852 373 1,720 486

Less: Income tax effect of non-GAAP adjustment (750) (573) (750) (578)

Non-GAAP Net (loss) income $ 315 $ (5,785) $ (259) $ (8,148)

GAAP Net loss per share:

Basic $ (0.11) $ (0.32) $ (0.30) $ (0.99)

Diluted $ (0.11) $ (0.32) $ (0.30) $ (0.99)

Non-GAAP Net (loss) income per share:

Basic $ 0.01 $ (0.20) $ (0.01) $ (0.28)

Diluted $ 0.01 $ (0.20) $ (0.01) $ (0.28)

Weighted average shares used in GAAP net loss per share:

Basic and diluted 33,017,435 29,312,982 32,196,234 29,005,331

Weighted average shares used in non-GAAP net income (loss) per share:

Basic 33,017,435 29,312,982 32,196,234 29,005,331

Diluted 35,397,143 29,312,982 32,196,234 29,005,331

Investor Contact:

Greg McNiff

investors@silvaco.com

Media Contact:

Tiffany Behany

press@silvaco.com

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Filename: R1.htm · Sequence: 7

v3.26.1

Cover

Aug. 06, 2026

Cover [Abstract]

Document Type

8-K

Document Period End Date

Aug. 06, 2026

Entity Registrant Name

Silvaco Group, Inc.

Entity Incorporation, State or Country Code

Entity File Number

001-42043

Entity Tax Identification Number

27-1503712

Entity Address, Address Line One

4701 Patrick Henry Drive

Entity Address, Address Line Two

Building #23

Entity Address, City or Town

Santa Clara

Entity Address, State or Province

Entity Address, Postal Zip Code

95054

City Area Code

408

Local Phone Number

567-1000

Written Communications

false

Soliciting Material

false

Pre-commencement Tender Offer

false

Pre-commencement Issuer Tender Offer

false

Title of 12(b) Security

Common stock, $0.0001 par value per share

Trading Symbol

SVCO

Security Exchange Name

NASDAQ

Entity Emerging Growth Company

true

Entity Ex Transition Period

false

Amendment Flag

false

Entity Central Index Key

0001943289

- Definition

Boolean flag that is true when the XBRL content amends previously-filed or accepted submission.

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No definition available.

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- Definition

Area code of city

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No definition available.

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- Definition

Cover page.

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No definition available.

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- Definition

For the EDGAR submission types of Form 8-K: the date of the report, the date of the earliest event reported; for the EDGAR submission types of Form N-1A: the filing date; for all other submission types: the end of the reporting or transition period. The format of the date is YYYY-MM-DD.

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No definition available.

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- Definition

The type of document being provided (such as 10-K, 10-Q, 485BPOS, etc). The document type is limited to the same value as the supporting SEC submission type, or the word 'Other'.

+ References

No definition available.

+ Details

Name:

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Namespace Prefix:

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Data Type:

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- Definition

Address Line 1 such as Attn, Building Name, Street Name

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No definition available.

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- Definition

Address Line 2 such as Street or Suite number

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No definition available.

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Name:

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- Definition

Name of the City or Town

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No definition available.

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Data Type:

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- Definition

Code for the postal or zip code

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No definition available.

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- Definition

Name of the state or province.

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No definition available.

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Name:

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Data Type:

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- Definition

A unique 10-digit SEC-issued value to identify entities that have filed disclosures with the SEC. It is commonly abbreviated as CIK.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

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- Definition

Indicate if registrant meets the emerging growth company criteria.

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Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

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- Definition

Indicate if an emerging growth company has elected not to use the extended transition period for complying with any new or revised financial accounting standards.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Securities Act

-Number 7A

-Section B

-Subsection 2

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- Definition

Commission file number. The field allows up to 17 characters. The prefix may contain 1-3 digits, the sequence number may contain 1-8 digits, the optional suffix may contain 1-4 characters, and the fields are separated with a hyphen.

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No definition available.

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- Definition

Two-character EDGAR code representing the state or country of incorporation.

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No definition available.

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Data Type:

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- Definition

The exact name of the entity filing the report as specified in its charter, which is required by forms filed with the SEC.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

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- Definition

The Tax Identification Number (TIN), also known as an Employer Identification Number (EIN), is a unique 9-digit value assigned by the IRS.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b-2

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- Definition

Local phone number for entity.

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No definition available.

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Name:

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- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 13e

-Subsection 4c

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- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 14d

-Subsection 2b

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- Definition

Title of a 12(b) registered security.

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Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection b

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- Definition

Name of the Exchange on which a security is registered.

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-Publisher SEC

-Name Exchange Act

-Number 240

-Section 12

-Subsection d1-1

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- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as soliciting material pursuant to Rule 14a-12 under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Exchange Act

-Number 240

-Section 14a

-Subsection 12

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- Definition

Trading symbol of an instrument as listed on an exchange.

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No definition available.

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- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as written communications pursuant to Rule 425 under the Securities Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

-Publisher SEC

-Name Securities Act

-Number 230

-Section 425

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