Silvaco Reports Fourth Quarter and Full-Year 2025 Financial Results

Secured second artificial intelligence-driven machine learning (AI/ML) FTCO™ customer, driving revenue above high end of guided range

Mar. 12, 2026 at 8:05pm

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Silvaco, a provider of TCAD, EDA software, and SIP solutions that enable innovative semiconductor design and digital twin modeling through AI software and innovation, today announced its fourth quarter and full year 2025 results. The company secured a second AI/ML FTCO™ customer during the quarter, saw a meaningful uptick in the IP business, and executed its cost down strategy faster than anticipated, resulting in fourth-quarter 2025 results that were ahead of expectations.

Why it matters

Silvaco's turnaround strategy is off to a strong start, with the company winning a second AI/ML FTCO™ customer, seeing growth in its IP business, and executing its cost reduction plan faster than expected. This has led to better-than-anticipated fourth-quarter 2025 results and a path to profitability in 2026.

The details

Silvaco secured its second AI/ML FTCO™ customer during the quarter, driving a 70% sequential increase in TCAD bookings to $9.2 million. The company also saw almost 3x sequential growth in SIP revenue to a record $5.1 million, driven by the first full quarter of Mixel revenue post acquisition. Silvaco's cost reduction strategies are progressing faster than expected, resulting in stronger gross margins and healthier operating profit in the fourth quarter.

  • Silvaco secured its second AI/ML FTCO™ customer during the fourth quarter of 2025.
  • Silvaco saw almost 3x sequential growth in SIP revenue to a record $5.1 million in the fourth quarter of 2025.
  • Silvaco's cost reduction strategies progressed faster than expected in the fourth quarter of 2025.

The players

Silvaco Group, Inc.

A provider of TCAD, EDA software, and SIP solutions that enable innovative semiconductor design and digital twin modeling through AI software and innovation.

Walden Rhines

Silvaco's Chief Executive Officer.

Chris Zegarelli

Silvaco's Chief Financial Officer.

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What they’re saying

“Silvaco's turnaround strategy is off to a strong start. We won our second AI/ML FTCO™ customer during the quarter, saw a meaningful uptick in the IP business and we are executing our cost down strategy faster than anticipated.”

— Walden Rhines, Chief Executive Officer (NationalToday.com)

“Our cost reduction strategies are progressing faster than expected. As a result, we saw stronger gross margins and healthier operating profit in the fourth quarter of 2025.”

— Chris Zegarelli, Chief Financial Officer (NationalToday.com)

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