earnings
confidence high
sentiment neutral
materiality 0.70
Silvaco posts Q2 revenue $15.0M (+19% YoY); GAAP net loss $38.4M on stock compensation and litigation charge.
Silvaco Group, Inc.
2024-Q2 EPS reported
-$1.65
revenue$30,849,000
- Q2 revenue $15.0M (high end of guidance); total bookings $19.5M, up 36% YoY, exceeding guidance.
- GAAP net loss $38.4M (diluted EPS -$1.55) including $19.3M SBC and $14.7M litigation charge; Non-GAAP net income $1.8M ($0.07 diluted).
- TCAD revenue $10.4M (+34% YoY); EDA $3.0M (+20%); SIP $1.6M (-30% YoY).
- Q3 guidance: revenue $15.5-$16.5M, bookings $16-$18M; FY24 revenue $63-$66M, bookings $67-$71M (raised).
- Cash and marketable securities $102.3M; RPO $33.2M, 47% expected in next 12 months.