earnings
confidence high
sentiment positive
materiality 0.75
Silvaco Q2 revenue up 48% YoY to $17.8M; first non-GAAP operating profit in two years
Silvaco Group, Inc.
- GAAP net loss $3.7M ($0.11 loss per share) vs $9.4M loss a year ago; non-GAAP net income $0.3M ($0.01 EPS).
- IP revenue surged 238% YoY to $6.0M; IP bookings rose 81% sequentially to $5.4M.
- Record pipeline of $292M in identified opportunities; $64M in new opportunities added in Q2.
- Announced strategic partnerships with NVIDIA and Dassault Systemes SIMULIA for digital twin workflows.
- Deepened Micron relationship with $10M convertible note investment; Micron cites FTCO platform value.