Silvaco (SVCO) Q2 2026 Earnings Call Transcript
Motley Fool·- Silvaco reported Q2 2026 revenue of $17.8 million, representing a 48% year-over-year increase, alongside gross bookings of $16.2 million and a non-GAAP operating profit of $635,000. - The company achieved successful annualized cost reductions of $20 million and secured a $10 million convertible note investment from Micron to deepen strategic collaboration on memory development. - Management anticipates full-year 2026 revenue to exceed $70 million, driven by strong IP growth and expanding AI-enabled partnerships with industry leaders such as NVIDIA and Dassault Systemes.Silvaco sells USD 10 million note to Micron in unregistered private placement
PUBT·- Silvaco sold a note to Micron in an unregistered private placement for USD 10 million in cash under a Section 4(a)(2) exemption. - The conversion shares remain unregistered, with the final share count dependent on a market-price-linked conversion price and a Nasdaq cap. - The transaction was publicly announced following an EDGAR filing on August 6, 2026.Silvaco Q2 FY26 net loss narrows to $3.7 million; revenue rises 48% to $17.8 million
PUBT·- Silvaco reported its Q2 2026 financial results, with revenue rising 48% year-over-year to USD 17.8 million and GAAP net loss narrowing to USD 3.7 million. - SIP revenue climbed 238% to USD 6 million, driving the GAAP gross margin up by 14.23 percentage points to 85%, alongside a 25% increase in gross bookings to USD 16.2 million. - The company announced strategic partnerships with Nvidia, Dassault Systemes SIMULIA, and Micron, securing a USD 10 million convertible note from Micron while guiding Q3 revenue to USD 17 million ±10%.