Filing Flows › Technology › Silvaco Group (SVCO)
Silvaco Group (SVCO) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 4, 2026 · Silvaco Group (SVCO) Q3 2026 earnings results →
Q3 2026 Revenue down 13% year over year to $16.3M · 28¢ of every $1 of revenue lost · operating margin -26.3%
Silvaco Group made $16.3M in Q3 2026 (-13% Y/Y): Software license revenue $10.9M, Maintenance and service $5.4M. Operating margin -26.3%, net loss $4.6M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 4, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $16.3M in Q3 2026, down 13% year over year and down 8% from the previous quarter. Software license revenue was the largest line at 67% of revenue. Software license revenue lost $2.9M year over year (down 21%), 122% of the total change.
Gross margin was 84.0%, up 6.1 points from Q3 2025. Operating costs exceeded revenue by $4.3M, an operating margin of -26.3%. Operating expenses fell 25% while revenue fell 13%. The quarter ended with a net loss of $4.6M, wider than the previous quarter's $3.7M loss.
Operating cash flow was −$774K. Non-cash charges added back $1.2M of depreciation and amortization and $2.2M of share-based compensation. Working capital and other items added $369K. Capital expenditures of $7K exceeded it, leaving free cash flow of −$781K.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 4, 2026 | $16.3M | -13% | -26.3% | −$4.6M | −$774K |
| Q2 2026 | 10-Q | Aug 6, 2026 | $17.8M | +48% | -22.5% | −$3.7M | −$5.5M |
| Q1 2026 | 10-Q | May 7, 2026 | $17.8M | +26% | -31.9% | −$5.9M | −$11.0M |
| Q4 2025 | 10-K | Mar 12, 2026 | $18.3M | +2% | -37.1% | −$7.2M | −$9.5M |
| Q3 2025 | 10-Q | Nov 13, 2025 | $18.7M | +70% | -50.0% | −$5.3M | −$7.8M |
| Q2 2025 | 10-Q | Aug 6, 2025 | $12.0M | -20% | -84.2% | −$9.4M | −$15.5M |
| Q1 2025 | 10-Q | May 7, 2025 | $14.1M | -11% | -139.3% | −$19.3M | −$1.1M |
Charts
Interactive views
The same charts as the app — open one to draw it.
💵Where each $1 goesinteractive
Loading the interactive chart…
🌏Named in Asian annual reportsinteractive
Loading the interactive chart…
🔄Rotation against the market and its industry (RRG)interactive
Loading the interactive chart…
🔍Earnings qualityinteractive
Loading the interactive chart…
⚖️Fair value by methodinteractive
Loading the interactive chart…
🔭Outlook & guidanceinteractive
Loading the interactive chart…
📈Investments: gains and what it boughtinteractive
Loading the interactive chart…
🏭Its industry’s money flow (input-output)interactive
Loading the interactive chart…
About Silvaco Group
Silvaco Group, Inc. is a provider of technology computer aided design (“TCAD”) software, electronic data automation (“EDA”) software and semiconductor intellectual property (“SIP”). Our solutions are used by engineers to optimize semiconductor manufacturing processes and efficiently bring semiconductor products to market. Our differentiated solutions enable our customers to increase productivity, accelerate time-to-market and reduce development and manufacturing costs. Our TCAD solutions are used in the semiconductor industry to model and optimize manufacturing processes and device performance. This includes foundational TCAD software and more advanced artificial intelligence (“AI”) machine learning (“ML”) for process development, called Fabrication Technology Co-Optimization (“FTCO TM ”).
In its own words, from its 10-K, filed Mar 12, 2026.
Silvaco Group against its Services-Prepackaged Software peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -13% against the peers' median +14%. Operating margin: -26.3% against the peers' median 15.2%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| SVCO Silvaco Group | Q3 2026 | $16.3M | -13% | -26.3% |
| MSFT Microsoft | Q1 FY27 | $92.3B | +19% | 49.8% |
| ORCL Oracle | Q1 FY27 | $19.3B | +30% | 34.8% |
| CRM Salesforce | Q2 FY27 | $11.3B | +11% | 20.5% |
| ADBE Adobe | Q3 FY26 | $6.8B | +13% | 34.8% |
| XYZ Block | Q3 2026 | $6.7B | +10% | 6.4% |
| INTU Intuit | Q4 FY26 | $4.4B | +14% | 10.9% |
| NOW ServiceNow | Q3 2026 | $4.1B | +20% | 9.4% |
| SHOP Shopify | Q3 2026 | $3.7B | +32% | 15.2% |
Source: Silvaco Group 10-Q on SEC EDGAR · CIK 1943289 · Services-Prepackaged Software
Guidance and outlook
13F: who owns SVCO and who is buying
More on SVCO
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results