secwatch.observer — SEC 8-K summary
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Issuer:     Silvaco Group, Inc. (SVCO)
CIK:        0001943289
Form:       8-K
Filed at:   2026-08-06T20:08:17+00:00
Accession:  0001628280-26-054291
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Silvaco Q2 revenue up 48% YoY to $17.8M; first non-GAAP operating profit in two years
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1943289/000162828026054291/0001628280-26-054291-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1943289/000162828026054291/svco-20260806.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-054291

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer