Silvaco 3Q 2026: Revenue $16.29M, EPS ($0.14) — 10-Q Summary

What happened

Silvaco reported third-quarter 2026 revenue of $16.29M, down 12.7% from a year earlier. Its net loss narrowed to $4.59M, and diluted loss per share improved to $0.14 from $0.18. For the first nine months, revenue rose 16% to $51.9M, led by Mixel-related IP growth and higher TCAD sales.

Confirmed

Global impact / market context

The results show a split between stronger nine-month sales and a weaker latest quarter. Continued growth in IP and TCAD could support revenue, while declining EDA sales and lower quarterly revenue weigh the other way. The planned restructuring could reduce operating costs if its targeted savings are achieved.

Analyst inference

The article says results include businesses acquired in 2025, so the nine-month growth reflects both business performance and those additions. Revenue mix also shifted: software licenses fell to 66% of nine-month sales, while maintenance and services rose to 34%, potentially changing how revenue develops over time.

Analyst inference

What to watch

1. Watch whether quarterly revenue stabilizes or continues falling, and whether growth in Mixel-driven IP and TCAD can offset the reported decline in EDA revenue. Analyst inference
2. Silvaco expects its restructuring, launched in October 2025, to conclude in 2026 and anticipates significant annualized operating expense reductions; delivery and savings remain uncertain. Confirmed
3. Track whether maintenance and services continue gaining share from software licenses, since this shift may change revenue patterns and help explain future reported growth. Analyst inference

Evidence

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