---
title: "Silvaco | 8-K: FY2026 Q1 Revenue Beats Estimate at USD 17.76 M"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/285658865.md"
datetime: "2026-05-08T03:36:21.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/285658865.md)
  - [en](https://longbridge.com/en/news/285658865.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/285658865.md)
---

# Silvaco | 8-K: FY2026 Q1 Revenue Beats Estimate at USD 17.76 M

Revenue: As of FY2026 Q1, the actual value is USD 17.76 M, beating the estimate of USD 16.76 M.

EPS: As of FY2026 Q1, the actual value is USD -0.19, missing the estimate of USD -0.145.

#### First Quarter 2026 GAAP Financial Results

-   **Total Revenue**: Silvaco Group, Inc. reported total revenue of $17.8 million, representing a 26% increase year-over-year .
    -   **TCAD Revenue**: TCAD revenue was $9.6 million, up 22% year-over-year .
    -   **EDA Revenue**: EDA revenue was $4.1 million, down 20% year-over-year .
    -   **SIP Revenue**: SIP revenue was $4.0 million, up 270% year-over-year .
-   **GAAP Gross Margin**: GAAP gross margin was 86%, an increase of 779 basis points year-over-year .
-   **GAAP Operating Loss**: GAAP operating loss was - $5.7 million, compared to - $19.6 million in Q1 2025 .
-   **GAAP Net Loss**: GAAP net loss was - $5.9 million, compared to - $19.3 million in Q1 2025 .

#### First Quarter 2026 Key Operating Indicators and Non-GAAP Financial Results

-   **Gross Bookings**: Gross bookings totaled $17.2 million, an increase of 26% year-over-year .
-   **Non-GAAP Gross Margin**: Non-GAAP gross margin was 88%, up 788 basis points year-over-year .
-   **Non-GAAP Operating Loss**: Non-GAAP operating loss was - $0.5 million, compared to - $2.8 million in Q1 2025 .
-   **Non-GAAP Net Loss**: Non-GAAP net loss was - $0.6 million, compared to - $2.4 million in Q1 2025 .

#### Cash Flow and Balance Sheet

-   **Cash and Cash Equivalents**: As of quarter-end, cash and cash equivalents totaled $10.9 million .
-   **Net Cash Used in Operating Activities**: For the three months ended March 31, 2026, net cash used in operating activities was - $11,022 thousand .
-   **Net Cash Provided by Investing Activities**: For the same period, net cash provided by investing activities was $1,000 thousand .
-   **Net Cash Provided by Financing Activities**: For the same period, net cash provided by financing activities was $3,688 thousand .

#### Second Quarter 2026 Financial Outlook

Silvaco Group, Inc. expects bookings for the second quarter of 2026 to be $19.0 million +/- 10%, with revenue projected at $18.0 million +/- 10% . The company anticipates a Non-GAAP gross margin of around 88% and Non-GAAP operating expenses of $15.5 million +/- 5% . Management also indicated a path to profitability in Q2 and positive operating cash flow later in the year .

### Related Stocks

- [SVCO.US](https://longbridge.com/en/quote/SVCO.US.md)

## Related News & Research

- [Semiconductor design software firm Silvaco's Q4 revenue beats estimates](https://longbridge.com/en/news/278942649.md)
- [Short Interest in Silvaco Group, Inc. (NASDAQ:SVCO) Drops By 15.9%](https://longbridge.com/en/news/284894920.md)
- [Top Executives Quietly Cash Out Shares at Silvaco Group](https://longbridge.com/en/news/281672464.md)
- [Silvaco expands partnership with APEC on silicon carbide power device development](https://longbridge.com/en/news/281367085.md)
- [Silvaco Group Insider Sold Shares Worth Over $597K](https://longbridge.com/en/news/279859676.md)