Semiconductor design software firm Silvaco's Q4 revenue beats estimates
Overview
US semiconductor design software firm's Q4 revenue rose 2% yr/yr, beat analyst expectations
Co secured second artificial intelligence-driven machine learning (AI/ML) FTCO customer during qtr
Outlook
Company expects Q1 2026 revenue between $15 mln and $19 mln
Silvaco sees Q1 2026 non-GAAP gross margin around 85%
Company expects Q1 2026 non-GAAP operating expenses of $14.5 mln to $16.5 mln
Result Drivers
AI/ML CUSTOMER WINS - Securing a second AI/ML FTCO customer drove revenue above company guidance and boosted TCAD bookings
SIP REVENUE GROWTH - Record SIP revenue in Q4, driven by first full quarter of Mixel revenue post acquisition
Company press release: ID:nGNX37PZj7
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $18.3 mln | $16.33 mln (5 Analysts) |
Q4 Adjusted EPS | Beat | -$0.03 | -$0.12 (5 Analysts) |
Q4 EPS |
| -$0.24 |
|
Q4 Adjusted Net Income | Beat | -$800,000 | -$3.56 mln (4 Analysts) |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy"
Wall Street's median 12-month price target for Silvaco Group Inc is $9.50, about 185.3% above its March 11 closing price of $3.33
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