Silvaco Group Inc

silvaco.com

What Do They Do?

Sells software for simulating chip manufacturing and designing and checking chips, plus reusable chip-design building blocks, to chip factories, semiconductor manufacturers and chip-design companies.

How Do They Make Money?

Customers buy software licenses and maintenance and support. License sales are counted when the software is delivered; maintenance and support are counted over the contract term, and multi-year licenses are generally invoiced annually at the start of each coverage year.

revenue

Segment	Share	Revenue	How money arrives
Software license revenue Licensed	68%		Licensed
Maintenance and service Recurring	32%		Recurring

Who Are Their Customers?

Semiconductor companies and academic institutions buy software, chip-design building blocks and support, mainly through direct sales; distributors serve growth and emerging markets.

Do Revenues Turn Into Profits?

No. It lost $41.2M in FY2025.

Operating income, FY2025

−73% of revenue

▲ +14% (Loss) vs FY2024 (−$40.3M, −67%)

Net income, FY2025

−65% of revenue

▲ +5% (Loss) vs FY2024 (−$39.4M, −66%)

Free cash flow, FY2025

−55% of revenue

▲ +70% (Loss) vs FY2024 (−$20.3M, −34%)

How Are They Changing?

Since the FY2025 annual report

Latest quarter: Q2 FY2026, the three months to Jun 30, 2026

Revenue: ▲ +48%; vs $12M in Q2 FY2025
Net income: ▼ −61% (Loss); vs −$9.4M in Q2 FY2025

Software license revenue share of revenue vs 59.9% in Q2 FY2025

Aug 6, 2026 Company forecasts double-digit revenue growth in 2027
May 27, 2026 Company changes its independent auditor Baker Tilly was dismissed and KPMG was engaged as independent auditor.

Revenue over time

Software license revenue Maintenance and service

$100M$50M$0

FY2023 FY2024 FY2025

Who Do They Compete With?

Competes with Synopsys, Siemens EDA, Cadence, Keysight Technologies, Schrödinger, CEVA, Zuken, Huada Empyrean, M31, and Primarius Technologies

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