View Future GrowthSilvaco Group 과거 순이익 실적과거 기준 점검 0/6Silvaco Group 의 수입은 연평균 -59.4%의 비율로 감소해 온 반면, Software 산업은 연평균 24.9%의 비율로 증가했습니다. 매출은 연평균 9.2%의 비율로 증가해 왔습니다.핵심 정보-59.44%순이익 성장률-53.30%주당순이익(EPS) 성장률Software 산업 성장률17.33%매출 성장률9.16%자기자본이익률-36.23%순이익률-41.65%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • May 11First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$0.19 loss per share (improved from US$0.67 loss in 1Q 2025). Revenue: US$17.8m (up 26% from 1Q 2025). Net loss: US$5.86m (loss narrowed 70% from 1Q 2025). Revenue exceeded analyst estimates by 5.9%. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in the US.공시 • Apr 24Silvaco Group, Inc. to Report Q1, 2026 Results on May 07, 2026Silvaco Group, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026Reported Earnings • Mar 13Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: US$1.39 loss per share. Revenue: US$63.1m (up 5.7% from FY 2024). Net loss: US$41.2m (loss widened 4.6% from FY 2024). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 3.9%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in the US.공시 • Feb 27Silvaco Group, Inc. to Report Q4, 2025 Results on Mar 12, 2026Silvaco Group, Inc. announced that they will report Q4, 2025 results After-Market on Mar 12, 2026Reported Earnings • Nov 14Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: US$0.17 loss per share (improved from US$0.23 loss in 3Q 2024). Revenue: US$18.7m (up 70% from 3Q 2024). Net loss: US$5.30m (loss narrowed 19% from 3Q 2024). Revenue exceeded analyst estimates by 17%. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US.공시 • Oct 30Silvaco Group, Inc. to Report Q3, 2025 Results on Nov 12, 2025Silvaco Group, Inc. announced that they will report Q3, 2025 results After-Market on Nov 12, 2025모든 업데이트 보기Recent updatesBuy Or Sell Opportunity • Jun 05Now 24% undervaluedOver the last 90 days, the stock has risen 250% to US$11.30. The fair value is estimated to be US$14.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Earnings per share has declined by 51%. Revenue is forecast to grow by 12% in a year. Earnings are forecast to grow by 56% in the next year.Recent Insider Transactions Derivative • Jun 04Director notifies of intention to sell stockIliya Pesic intends to sell 6k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of June. If the sale is conducted around the recent share price of US$13.60, it would amount to US$82k. Since March 2026, Iliya's direct individual holding has increased from 5.35m shares to 5.38m. Company insiders have collectively bought US$360k more than they sold, via options and on-market transactions, in the last 12 months.내러티브 업데이트 • Jun 01SVCO: Higher Fair Value Will Be Supported By Rising Margin And Revenue ExecutionSilvaco Group's analyst price target has moved from $15.00 to $18.00 as analysts factor in updated assumptions around revenue growth, profit margins, and a lower future P/E multiple reflected in recent Street research. Analyst Commentary Bullish analysts have raised their price targets in recent research, with increases of $3, $6, and $8 across successive reports.공시 • May 21Silvaco Group, Inc. Announces Immediate Availability of Mixel MIPI C-PHY/D-PHY Combo IP on TSMC N2P ProcessSilvaco Group, Inc. announced the immediate availability of Mixel MIPI C-PHY/D-PHY Combo Universal IP on TSMC’s N2P process. The MIPI C-PHY IP supports the v2.1 specification, and the MIPI D-PHY IP supports the v3.6 specification. The Mixel MIPI C-PHY/D-PHY Combo Universal IP is a physical layer specifically optimized for low power, low leakage, and minimal area. In an industry first, this IP supports MIPI D-PHY with embedded clock mode (ECM), a new mode first released in the MIPI D-PHY v3.5 specification and carried forward in v3.6. The Mixel IP supports speeds up to 3.0 Gbps per lane in D-PHY mode over two wires, compared to a traditional MIPI D-PHY interface requiring a minimum of four wires with a forwarded-clock mode. The combo IP also supports the MIPI C-PHY v2.1 specification at 3.0 Gsps per trio, an equivalent data rate of 6.84 Gbps/trio. As a universal IP, it is the superset configuration that includes a high-speed transmitter and receiver supporting full-speed loopback. This IP was specifically designed for use cases where power efficiency, minimal area, low EMI, and low heat dissipation are critical—without compromising performance. Such applications include augmented reality (AR) glasses and wearables. By leveraging the latest features available in the MIPI specification, the Mixel MIPI C-PHY/D-PHY ECM combo achieves the same throughput with 25% fewer wires compared to a standard MIPI C-PHY/D-PHY combo with a forwarded-clock D-PHY IP. The reduced wire count is beneficial for use cases with extreme form factor constraints such as AR glasses where all wires need to fit inside a lens frame. Mixel was the first IP provider to demonstrate silicon-proven MIPI C-PHY with its MIPI C-PHY/D-PHY combo IP in 2016. Mixel’s MIPI PHY IP has been silicon-proven in 10 different TSMC process nodes including N6 and N5. Mixel MIPI C-PHY/D-PHY Combo IP is available now on TSMC N2P process.New Risk • May 17New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$60k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (18% average weekly change). Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$44m). Significant insider selling over the past 3 months (US$60k sold).분석 기사 • May 13Is There Now An Opportunity In Silvaco Group, Inc. (NASDAQ:SVCO)?While Silvaco Group, Inc. ( NASDAQ:SVCO ) might not have the largest market cap around , it led the NASDAQGS gainers...Reported Earnings • May 11First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$0.19 loss per share (improved from US$0.67 loss in 1Q 2025). Revenue: US$17.8m (up 26% from 1Q 2025). Net loss: US$5.86m (loss narrowed 70% from 1Q 2025). Revenue exceeded analyst estimates by 5.9%. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in the US.내러티브 업데이트 • May 03SVCO: Higher Fair Value Will Be Supported By Rising Profit Margin PotentialAnalysts have lifted their fair value estimate for Silvaco Group by $3 to $15, citing updated expectations for revenue growth, profit margins, and future P/E that are reflected in recent Street research. Analyst Commentary Recent Street research highlights a more constructive tone around Silvaco Group, with bullish analysts pointing to the updated fair value estimate of $15 as better aligned with their current expectations for revenue trends, margin potential, and future P/E assumptions.공시 • Apr 24Silvaco Group, Inc. to Report Q1, 2026 Results on May 07, 2026Silvaco Group, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026Major Estimate Revision • Mar 19Consensus estimates of losses per share improve by 29%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$64.5m to US$68.9m. EPS estimate increased from -US$0.542 per share to -US$0.382 per share. Software industry in the US expected to see average net income growth of 21% next year. Consensus price target down from US$9.50 to US$9.17. Share price rose 94% to US$6.39 over the past week.공시 • Mar 14Silvaco Group, Inc. has filed a Follow-on Equity Offering in the amount of $15 million.Silvaco Group, Inc. has filed a Follow-on Equity Offering in the amount of $15 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market OfferingNew Risk • Mar 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.8% average weekly change). Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$35m). Currently unprofitable and not forecast to become profitable over next 2 years (US$850k net loss in 2 years).Reported Earnings • Mar 13Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: US$1.39 loss per share. Revenue: US$63.1m (up 5.7% from FY 2024). Net loss: US$41.2m (loss widened 4.6% from FY 2024). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 3.9%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in the US.Buy Or Sell Opportunity • Mar 13Now 32% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to US$5.03. The fair value is estimated to be US$3.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has declined by 66%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 98% in the next 2 years.공시 • Mar 13+ 1 more updateSilvaco Group, Inc., Annual General Meeting, Apr 22, 2026Silvaco Group, Inc., Annual General Meeting, Apr 22, 2026.공시 • Mar 11Silvaco Group, Inc. Announces Immediate Availability of Production Ready Mixel MIPI PHY IPSilvaco Group, Inc. announced the immediate availability of MixelTM, MIPI Production Ready Offerings, or Mixel MIPI PRO IP. The Mixel MIPI IP portfolio includes MIPI PHY (MIPI D-PHY TM, MIPI C-PHY TM, and MIPI M-PHY) and multi-standard SerDes IP including MIPI C-PHY/D-PHY combo IP and LVDS/D-PHY combo IP. Mixel also announced support for the Automotive SerDes Alliance (ASA) Motion Link IP last year. Mixel’s MIPI PHY IP are silicon-proven in multiple MIPI-compliant configurations including proprietary topologies such as MIPI D-PHY RX+. This patented implementation allows for full-speed production testing without requiring a full D-PHY Universal configuration, resulting in a substantial reduction of 35% in area and 50% reduction in leakage power. This solution was first announced in 2015 and is in production at many of the world’s largest semiconductor and system companies in mission-critical applications. Moving beyond MIPI, Mixel was the first pure-play silicon IP provider to announce availability of the ASA Motion Link SerDes IP in 2025. The Automotive SerDes Alliance was formed to standardize long reach, asymmetric SerDes connectivity for automotive applications. The Mixel IP solutions are silicon-proven in 9 different foundries and 12 different nodes, from 180nm down to 5nm. The Mixel mixed-signal IP portfolio includes: MIPI PHY: MIPI D-PHY IP v3.5 (backwards compatible). Supports 1–4 data lanes, up to 6.5Gbps/lane. Supports MIPI CSI-2 and MIPI DSI/DSI-2. Available as TX, RX, TX+, RX+, and Universal implementations. MIPI C-PHY IP v2.1 (backwards compatible). Supports 1-3 trios (lanes), up to 8.0Gsps/trio (18.24Gbps). Supports MIPI CSI-2 and MIPI DSI/DSI-2. Available as TX, RX, TX+, RX+, and Universal implementations. MIPI M-PHY IP v4.1 (backwards compatible). Supports HS-G1 to HS-G4 (up to 11.6Gbps). Supports MIPI UniPro and JEDEC Universal Flash Storage (UFS) standard. Multi-standard SerDes: MIPI C-PHY/D-PHY Combo IP: Dual-mode PHY supporting MIPI C-PHY v2.1 and MIPI D-PHY v3.5. Supports 4 lanes/3 trios, up to 8.0Gsps/trio and 6.5Gbps/lane. Supports MIPI CSI-2 and MIPI DSI/DSI-2. Available as TX, RX, TX+, RX+, and Universal implementations. Mixel MIPI D-PHY/LVDS Combo: Dual-mode PHY supporting MIPI D-PHY and LVDS compatible with TIA/EIA-644 standard. Available as Transmitter (TX) and Receiver (RX). Automotive SerDes Alliance: ASA Motion Link SerDes IP: supports v2.1 and supports transmitting (TX) and receiving (RX) downstream speeds of up to 8.0Gbps/lane with NRZ signaling (Speed Grade 3). The availability of the Mixel MIPI IP portfolio strengthens Silvaco’s broader IP offerings with high-performance interface solutions. By combining Mixel’s mixed-signal IP leadership with Silvaco’s extensive IP ecosystem, Silvaco is advancing a larger strategy to lead the semiconductor IP market by expanding IP coverage at the most advanced process nodes and supporting a wider range of high-growth applications, while maintaining the same focus on quality, reliability, and customer success. For more information about Mixel’s MIPI Production Ready Offerings (MIPI PRO IP), visit Silvaco’s website or contact us here.내러티브 업데이트 • Mar 09SVCO: Governance Updates And Stable Fair Value Will Support Future ReturnsAnalysts have made no change to their price target on Silvaco Group, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E that are now modestly different from prior estimates. What's in the News The Board of Directors approved Amended and Restated Bylaws for Silvaco Group, Inc., effective February 13, 2026.New Risk • Mar 08New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.5m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$34m). Currently unprofitable and not forecast to become profitable over next 2 years (US$4.8m net loss in 2 years). Market cap is less than US$100m (US$99.5m market cap).공시 • Feb 27Silvaco Group, Inc. to Report Q4, 2025 Results on Mar 12, 2026Silvaco Group, Inc. announced that they will report Q4, 2025 results After-Market on Mar 12, 2026내러티브 업데이트 • Feb 23SVCO: Higher Revenue Outlook And Stable Fair Value Will Support ReturnsAnalysts have reduced their price target on Silvaco Group by $0.50 to reflect slightly higher discount rate assumptions and a modest reset in profit margin expectations, while revenue growth estimates and future P/E inputs remain broadly in line with prior views. What's in the News The Board of Directors approved Amended and Restated Bylaws for Silvaco Group, Inc., effective February 13, 2026.내러티브 업데이트 • Feb 09SVCO: Earnings Guidance And Higher Future P/E Will Support Stronger ReturnsAnalysts have lifted their price target on Silvaco Group by US$0.00, citing refreshed assumptions around discount rates, revenue growth, profit margins, and a slightly higher future P/E multiple as key drivers of the updated view. What's in the News Silvaco Group, Inc.내러티브 업데이트 • Jan 25SVCO: Litigation Resolution Will Support Stronger Future Earnings PotentialAnalysts have trimmed their price target on Silvaco Group by adjusting assumptions around discount rate, revenue growth, profit margins and future P/E. This reflects updated views on the company’s risk profile and earnings potential, without a material shift in their fair value estimate of $8.00.내러티브 업데이트 • Jan 10SVCO: Litigation Resolution And New Client Adoption Will Support Stronger Future EarningsAnalysts have modestly adjusted their price target on Silvaco Group, pointing to slightly different assumptions around the discount rate, revenue growth, profit margin and future P/E as the main drivers of the revised valuation framework. What's in the News Silvaco Group issued earnings guidance for the fourth quarter of 2025, with expected revenue in the range of $14 million to $18 million (company guidance).내러티브 업데이트 • Dec 26SVCO: Improved Margins And Litigation Resolution Will Support Stronger Future EarningsAnalysts have moderately raised their price target on Silvaco Group to reflect slightly stronger expected revenue growth, a modest improvement in projected profit margins, and a marginally lower assumed future price to earnings multiple. This revision is underpinned by a small reduction in the discount rate applied to the company’s cash flows.내러티브 업데이트 • Dec 12SVCO: Higher Long Term Margins Will Drive Stronger Future Earnings PowerAnalysts have raised their price target on Silvaco Group to 8.00 dollars from 6.00 dollars, citing improved long term profit margin expectations and a more reasonable future earnings multiple, despite tempering near term revenue growth assumptions and slightly increasing the discount rate. What's in the News Issued fourth quarter 2025 revenue guidance in the range of 14 million dollars to 18 million dollars, providing context for near term growth expectations for investors (company guidance) Resolved prior litigation with former Nangate shareholders after a Court of Appeal decision reversed fraud and breach of contract verdicts and all claims were dismissed (legal update) Vicor Corporation adopted Silvaco's Victory TCAD 3D simulation solution to improve modeling accuracy for advanced power devices and reduce design cycles (client announcement) Analog Power Conversion LLC adopted Silvaco's integrated TCAD and EDA platform to support Design Technology Co Optimization for high frequency and high power silicon and SiC solutions (client announcement) Valuation Changes The fair value estimate increased meaningfully to 8.00 dollars from 6.00 dollars, reflecting a higher assessed intrinsic value for Silvaco Group shares.Recent Insider Transactions • Dec 11CEO & Director recently bought US$53k worth of stockOn the 9th of December, Walden Rhines bought around 13k shares on-market at roughly US$4.01 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$118k. Walden has been a buyer over the last 12 months, purchasing a net total of US$215k worth in shares.Recent Insider Transactions • Nov 21CEO & Director recently bought US$118k worth of stockOn the 18th of November, Walden Rhines bought around 29k shares on-market at roughly US$4.07 per share. This transaction amounted to 89% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Walden has been a buyer over the last 12 months, purchasing a net total of US$162k worth in shares.분석 기사 • Nov 14Lacklustre Performance Is Driving Silvaco Group, Inc.'s (NASDAQ:SVCO) 28% Price DropSilvaco Group, Inc. ( NASDAQ:SVCO ) shares have had a horrible month, losing 28% after a relatively good period...Reported Earnings • Nov 14Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: US$0.17 loss per share (improved from US$0.23 loss in 3Q 2024). Revenue: US$18.7m (up 70% from 3Q 2024). Net loss: US$5.30m (loss narrowed 19% from 3Q 2024). Revenue exceeded analyst estimates by 17%. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US.New Risk • Nov 14New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -US$34m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$34m). Currently unprofitable and not forecast to become profitable next year (US$17m net loss next year).공시 • Nov 13Silvaco Group, Inc. Provides Earnings Guidance for the Fourth Quarter of 2025Silvaco Group, Inc. provided earnings guidance for the fourth quarter of 2025. For fourth quarter 2025, the company expects revenue in the range of $14 million to $18 million.공시 • Nov 11Silvaco Group, Inc. Reaches Settlement Resolving Prior Litigation with Former Nangate ShareholdersSilvaco Group, Inc. announced that it has reached a settlement resolving all matters related to its prior litigation with former Nangate shareholders, the Court of Appeal has reversed the fraud and breach of contract verdicts, and the parties have dismissed all claims.공시 • Oct 30Silvaco Group, Inc. to Report Q3, 2025 Results on Nov 12, 2025Silvaco Group, Inc. announced that they will report Q3, 2025 results After-Market on Nov 12, 2025분석 기사 • Oct 25Health Check: How Prudently Does Silvaco Group (NASDAQ:SVCO) Use Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Recent Insider Transactions • Sep 17Independent Director recently bought US$62k worth of stockOn the 11th of September, Anthony K. Ngai bought around 12k shares on-market at roughly US$5.28 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold US$225k more in shares than they bought in the last 12 months.분석 기사 • Sep 08A Piece Of The Puzzle Missing From Silvaco Group, Inc.'s (NASDAQ:SVCO) 34% Share Price ClimbSilvaco Group, Inc. ( NASDAQ:SVCO ) shareholders would be excited to see that the share price has had a great month...공시 • Sep 04Silvaco Group, Inc. Appoints Chris Zegarelli as Chief Financial Officer, Effective from September 15, 2025Silvaco Group, Inc. appointed Chris Zegarelli as Chief Financial Officer, effective September 15, 2025. As a senior member of the executive team, Chris will report directly to CEO Dr. Walden Rhines. Mr. Zegarelli is an accomplished financial executive with more than 20 years of leadership experience in the semiconductor industry. He has expertise in investor relations, financing, financial reporting, forecasting, M&A, operations and strategic planning. Most recently, he served as Senior Vice President of Finance at Infineon Technologies, where he led integration and strategic planning following its $830 million acquisition of GaN Systems, where he had been CFO. His earlier experience includes CFO roles at Thermal Engineering International and Indie Semiconductor. Prior to that he held senior finance roles at Broadcom and Qualcomm.공시 • Aug 22Silvaco Group, Inc. Announces CEO TransitionSilvaco Group, Inc. announced that Dr. Babak Taheri has left the company, effective August 19, 2025, following nearly seven years as Chief Executive Officer, during which he led the company through its initial public offering. The Board has appointed Walden “Wally” C. Rhines, Ph.D., as the company’s new Chief Executive Officer, effective immediately. Rhines has served as a member of Silvaco’s board of directors and as a member of the audit committee since September 2022. Since March 2020, he has served as President and Chief Executive Officer of Cornami, Inc., and is Chairman of the board of directors of Qorvo, Inc. Rhines previously served CEO of Mentor Graphics Corporation from 1993 until its acquisition by Siemens in March 2017. Following the acquisition, Rhines served as President and Chief Executive Officer of Siemens EDA (formerly Mentor Graphics). Rhines holds a B.S.E. in engineering from the University of Michigan, an M.S. and Ph.D. in materials science and engineering from Stanford University, and a M.B.A. from the Southern Methodist University Cox School of Business.New Risk • Aug 19New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$103k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$3.0m net loss in 2 years). Shareholders have been diluted in the past year (16% increase in shares outstanding). Significant insider selling over the past 3 months (US$103k sold).내러티브 업데이트 • Aug 10Expansion Into AI And Photonics Will Unlock Future PotentialDespite a significant increase in consensus revenue growth forecasts, Silvaco Group's future P/E ratio has declined, leading analysts to lower their fair value estimate from $10.33 to $9.67. What's in the News Silvaco expects Q3 2025 revenue of $14–18 million (28–64% YoY growth) and FY 2025 revenue of $64–70 million (7–17% YoY growth).Reported Earnings • Aug 08Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: US$0.32 loss per share (improved from US$1.55 loss in 2Q 2024). Revenue: US$12.0m (down 20% from 2Q 2024). Net loss: US$9.41m (loss narrowed 76% from 2Q 2024). Revenue missed analyst estimates by 15%. Earnings per share (EPS) exceeded analyst estimates by 3.0%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US.공시 • Aug 07Silvaco Group, Inc. Provides Earnings Guidance for Third Quarter of 2025 and Full Year 2025Silvaco Group, Inc. provided earnings guidance for third quarter of 2025 and full year 2025. For third quarter 2025, the company expects revenue in the range of $14.0 million to $18.0 million, representing a 28% increase to 64% increase from the third quarter of 2024. The Company expects for full year 2025, the company expects revenue in the range of $64.0 million to $70.0 million, representing a 7% to 17% increase from 2024.Seeking Alpha • Jul 30Silvaco: Chip Designer Faces ChallengesSummary Silvaco's weak growth, persistent losses, and lack of earnings overshadow its strong net cash position and cheap valuation. Recent acquisitions lack transparency and financial details, raising concerns about management's capital allocation and strategic direction. Operating performance continues to disappoint, with declining sales, widening losses, and reduced guidance for 2024. Despite low valuation, I remain on the sidelines as fundamental issues outweigh potential upside; I see no compelling reason to own Silvaco now. Read the full article on Seeking Alpha공시 • Jul 30Silvaco Group, Inc. (NasdaqGS:SVCO) entered into a definitive agreement to acquire an unknown majority stake in Mixel, Inc.Silvaco Group, Inc. (NasdaqGS:SVCO) entered into a definitive agreement to acquire an unknown majority stake in Mixel, Inc. on July 29, 2025. The consideration consists of a combination of cash and stock. The acquisition is expected to close on or before August 1, 2025, subject to customary closing conditions. B. Riley Securities, Inc. acted as exclusive financial advisor to Silvaco in the transaction. Connected Vision Advisors acted as financial advisor to Mixel in the transaction.공시 • Jul 24+ 1 more updateSilvaco Group, Inc. Announces Executive ChangesSilvaco Group, Inc. announced the addition of three seasoned industry veterans to its leadership team: Andrew Wright as Senior Vice President and General Manager of the Semiconductor IP Business Unit, Jasvinder Singh as Senior Vice President and General Manager of the EDA Business Unit, and John Berg as Vice President of Business Development. Collectively, they bring decades of experience in semiconductor design and software development to Silvaco and will play pivotal roles in accelerating innovation and operational excellence. Andrew Wright leads Silvaco’s Semiconductor IP Business Unit. Most recently, he served as Senior Vice President of R&D and New Product Introduction at Efabless. He previously served as Executive Vice President of New Product Development at Cypress Semiconductor where he led the company’s chip and IP design methodologies and oversaw the development of all Cypress IP and new products. He has also held executive roles at UltraSense and Waterbit. Jasvinder Singh leads Silvaco’s EDA Business Unit. With over 20 years of leadership experience in EDA, AI, semiconductor and autonomous systems. Jasvinder has built and scaled global R&D teams and driven product, platform and engineering growth for multi-billion-dollar organizations. He has held senior roles at Synopsys, SiClarity, and Cadence, where he led innovations across AI, verification and cloud-enabled design platforms. John Berg leads business development across all of Silvaco’s product lines. He brings over two decades of leadership experience in quantum computing, semiconductor electronics, and photonics. John has a track record of productizing transformative hardware technologies and solving complex operational challenges. Most recently, he served as Vice President of Supply Chain at PsiQuantum. He has held senior leadership roles at American Semiconductor, Nantero, and Cypress Semiconductor.분석 기사 • Jun 30Is Silvaco Group (NASDAQ:SVCO) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...공시 • Jun 30+ 5 more updatesSilvaco Group, Inc.(NasdaqGS:SVCO) dropped from Russell 2500 Growth IndexSilvaco Group, Inc.(NasdaqGS:SVCO) dropped from Russell 2500 Growth IndexRecent Insider Transactions • Jun 06Chairman of the Board recently sold US$74k worth of stockOn the 4th of June, Katherine Ngai-Pesic sold around 15k shares on-market at roughly US$4.91 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$127k. Katherine has been a net seller over the last 12 months, reducing personal holdings by US$200k.Recent Insider Transactions Derivative • Jun 05Chairman of the Board notifies of intention to sell stockKatherine Ngai-Pesic intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of June. If the sale is conducted around the recent share price of US$4.91, it would amount to US$74k. Since September 2024, Katherine's direct individual holding has decreased from 14.41m shares to 14.37m. Company insiders have collectively sold US$184k more than they bought, via options and on-market transactions in the last 12 months.새로운 내러티브 • May 18AI Photonics And IoT Ventures Will Unlock Market Potential Strategic acquisitions in AI, Photonics, and IoT expand market opportunities, potentially driving future revenue growth and improving revenue stability. Major Estimate Revision • May 14Consensus EPS estimates fall by 702%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$69.5m to US$66.9m. Losses expected to increase from US$0.17 per share to US$1.36. Software industry in the US expected to see average net income growth of 16% next year. Consensus price target down from US$14.33 to US$10.67. Share price fell 19% to US$4.47 over the past week.New Risk • May 12New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$60m Forecast net loss in 2 years: US$17m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$17m net loss in 2 years). Share price has been volatile over the past 3 months (12% average weekly change). Significant insider selling over the past 3 months (US$127k sold).Reported Earnings • May 10First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.67 loss per share (down from US$0.069 profit in 1Q 2024). Revenue: US$14.1m (down 11% from 1Q 2024). Net loss: US$19.3m (down US$20.7m from profit in 1Q 2024). Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.분석 기사 • May 08Investors Still Aren't Entirely Convinced By Silvaco Group, Inc.'s (NASDAQ:SVCO) Revenues Despite 30% Price JumpSilvaco Group, Inc. ( NASDAQ:SVCO ) shareholders are no doubt pleased to see that the share price has bounced 30% in...공시 • May 08Silvaco Group, Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2025Silvaco Group, Inc. provided earnings guidance for the second quarter and full year 2025. For the quarter, based on current business trends and conditions, the Company expects revenue in the range of $12.0 million to $16.0 million, which would compare to $15.0 million in the second quarter of 2024. For full year 2025, the Company expects Revenue in the range of $64.0 million to $70.0 million, which would represent a 7% to 17% increase from $59.7 million in 2024.공시 • Apr 30Silvaco Group, Inc. (NasdaqGS:SVCO) acquired Tech-X Corporation.Silvaco Group, Inc. (NasdaqGS:SVCO) acquired Tech-X Corporation on April 29, 2025. Needham & Company, LLC acted as financial advisor for Silvaco Group, Inc. Silvaco Group, Inc. (NasdaqGS:SVCO) completed the acquisition of Tech-X Corporation on April 29, 2025.공시 • Apr 03Silvaco Group, Inc., Annual General Meeting, May 22, 2025Silvaco Group, Inc., Annual General Meeting, May 22, 2025.공시 • Mar 22+ 2 more updatesSilvaco Group, Inc. to Report Q1, 2025 Results on May 07, 2025Silvaco Group, Inc. announced that they will report Q1, 2025 results on May 07, 2025Recent Insider Transactions • Mar 19Chairman of the Board recently sold US$127k worth of stockOn the 14th of March, Katherine Ngai-Pesic sold around 25k shares on-market at roughly US$5.06 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Katherine's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Mar 16Chairman of the Board notifies of intention to sell stockKatherine Ngai-Pesic intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of March. If the sale is conducted around the recent share price of US$4.98, it would amount to US$125k. Since March 2024, Katherine's direct individual holding has decreased from 18.40m shares to 14.41m. There has only been one transaction (US$180k sale) from insiders over the last 12 months.Major Estimate Revision • Mar 12Consensus EPS estimates fall by 21%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$68.8m to US$69.5m. Forecast EPS reduced from -US$0.14 to -US$0.17 per share. Software industry in the US expected to see average net income growth of 18% next year. Consensus price target down from US$15.67 to US$14.33. Share price fell 19% to US$4.76 over the past week.New Risk • Mar 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 06Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: US$1.54 loss per share (further deteriorated from US$0.016 loss in FY 2023). Revenue: US$59.7m (up 10.0% from FY 2023). Net loss: US$39.4m (loss widened US$39.1m from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.2%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.공시 • Mar 06Silvaco Group, Inc. Provides Earnings Guidance for the First Quarter of 2025 and Full Year 2025Silvaco Group, Inc. provided earnings guidance for the first quarter of 2025 and full year 2025. Based on current business trends and conditions, the Company expects for first quarter 2025 the following: Gross bookings in the range of $16.0 million to $19.0 million, which would compare to $16.1 million in the first quarter of 2024.Revenue in the range of $14.5 million to $17.0 million, which would compare to $15.9 million in the first quarter of 2024. For full year 2025, the Company expects: Gross bookings in the range of $72.0 million to $79.0 million, which would represent a 9% to 20% increase from $65.8 million in 2024.Revenue in the range of $66.0 million to $72.0 million, which would represent a 11% to 21% increase from $59.7 million in 2024.공시 • Mar 05Silvaco Group, Inc. (NasdaqGS:SVCO) acquired Process Proximity Compensation Product Line of Cadence Design Systems, Inc.Silvaco Group, Inc. (NasdaqGS:SVCO) acquired Process Proximity Compensation Product Line of Cadence Design Systems, Inc. on March 4, 2025. Silvaco Group, Inc. (NasdaqGS:SVCO) completed the acquisition of Process Proximity Compensation Product Line of Cadence Design Systems, Inc. on March 4, 2025.분석 기사 • Feb 22Slammed 33% Silvaco Group, Inc. (NASDAQ:SVCO) Screens Well Here But There Might Be A CatchSilvaco Group, Inc. ( NASDAQ:SVCO ) shareholders won't be pleased to see that the share price has had a very rough...분석 기사 • Feb 11Is Silvaco Group (NASDAQ:SVCO) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...공시 • Jan 15Silvaco Group, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2024Silvaco Group, Inc. provided earnings guidance for the fourth quarter and full year 2024. For the quarter, the company expects revenues to be in the range of $17.7 million to $18.1 million, the highest quarterly revenue in company history, representing a year-over-year increase of 41% to 45%, driven by increases for customers in the United States, China, and Japan. GAAP operating income is anticipated in the range of $2.3 million to $3.1 million, which anticipates impact from the favorable ruling with respect to prejudgment interest in the Nangate Denmark ApS litigation compared to operating loss of $1.9 million in fourth quarter of 2023. GAAP net income per share is anticipated in the range of $0.14 to $0.18, compared to loss of $0.11 in fourth quarter of 2023. For full year, the company expects revenue to be in the range of $59.5 million to $59.9 million, the highest annual revenue in company history, representing a year-over-year increase of approximately 10%, driven by year-over-year sales increases for customers in the United States, Japan, and Taiwan. GAAP operating loss is anticipated in the range of $40.4 million and $39.6 million compared to operating income of $1.1 million in 2023. GAAP net loss per share is anticipated in the range of $1.49 and $1.55 compared to $0.02 in 2023.공시 • Jan 14Silvaco Group, Inc. to Report Fiscal Year 2024 Results on Mar 05, 2025Silvaco Group, Inc. announced that they will report fiscal year 2024 results on Mar 05, 2025공시 • Dec 26Superior Court, State of California, County of Santa Clara, Rules in Favor of Silvaco Group, IncOn December 23, 2024, the Superior Court, State of California, County of Santa Clara, ruled in favor of Silvaco Group, Inc. and denied a motion brought by former shareholders of Nangate Denmark ApS for prejudgment interest on the previously disclosed $11.3 million damages for breach of contract. The Company previously estimated prejudgment interest to be $3.8 million as of September 30, 2024, if owed, and recorded a charge for that amount to estimated litigation claim and accrued expenses and other current liabilities.공시 • Dec 20the Ninth Circuit Affirms the Dismissal of All Claims Against Silvaco Group, Inc. Brought by Aldini AgSilvaco Group, Inc. that the U.S. Court of Appeals for the Ninth Circuit affirmed the U.S. District Court for the Northern District of California’s dismissal of all claims against Silvaco brought by Aldini AG.분석 기사 • Nov 30Silvaco Group, Inc. (NASDAQ:SVCO) Soars 25% But It's A Story Of Risk Vs RewardSilvaco Group, Inc. ( NASDAQ:SVCO ) shareholders are no doubt pleased to see that the share price has bounced 25% in...Recent Insider Transactions • Nov 17Senior VP & GM of TCAD Division recently sold US$180k worth of stockOn the 15th of November, Eric Guichard sold around 25k shares on-market at roughly US$7.19 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Nov 13Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: US$0.23 loss per share (further deteriorated from US$0.029 loss in 3Q 2023). Revenue: US$11.0m (down 20% from 3Q 2023). Net loss: US$6.55m (loss widened US$5.98m from 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 35%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.공시 • Nov 13Silvaco Group, Inc. Provides Earnings Guidance for the Fourth Quarter 2024Silvaco Group, Inc. provided earnings guidance for the Fourth Quarter 2024. For the period, the company expects revenue in the range of $18.1 million to $21.2 million, which would represent a 45% to 70% increase from the fourth quarter of 2023.분석 기사 • Nov 12Silvaco Group (NASDAQ:SVCO) Is In A Strong Position To Grow Its BusinessWe can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...공시 • Oct 17Silvaco Group, Inc. Revises Earnings Guidance for the Year 2024Silvaco Group, Inc. revised earnings guidance for the year 2024. For the year, the company expects revenue to be $60 million to $63 million compared to previous guidance of $63 million to $66 million.공시 • Oct 16+ 1 more updateSilvaco Group, Inc. Provides Preliminary Unaudited Revenue Guidance for the Third Quarter of 2024Silvaco Group, Inc. provided Preliminary Unaudited Revenue guidance for the third quarter of 2024. For the quarter, the company expects revenues to be approximately $11.0 million, not including a large order of approximately $5.0 million, which was expected in the third quarter of 2024, but was received in the first week of the fourth quarter of 2024.Seeking Alpha • Oct 07Silvaco: Reaching Speculative Appealing TerritorySummary Silvaco's IPO was initially strong, but shares have since dropped 40% due to high valuation and uncertain earnings. Despite revenue growth and a compelling 3x sales multiple, competition from larger peers and low margins remain concerns. Legal issues and stock-based compensation expenses have significantly impacted profitability, adding to the uncertainty. Considering modest growth and valuation, a small speculative position may be interesting, but caution is advised until further earnings reports. Read the full article on Seeking AlphaBuy Or Sell Opportunity • Oct 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to US$12.08. The fair value is estimated to be US$15.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last year. Meanwhile, the company became loss making. Revenue is forecast to grow by 22% in a year. Earnings are forecast to grow by 53% in the next year.공시 • Sep 30Silvaco Group, Inc. Appoints Candace Jackson as Senior Vice President, General Counsel and Corporate SecretarySilvaco Group, Inc. announced the appointment of Candace Jackson as Senior Vice President, General Counsel and Corporate Secretary, effective September 23, 2024. Ms. Jackson joins Silvaco with 15 years of progressively senior experience, both in-house and in private practice at world-class global law firms. As SVP, General Counsel and Corporate Secretary of Silvaco, she will provide strategic, business-centric, cross-border legal advice across the full spectrum of legal issues while also playing a pivotal role in supporting Silvaco's continued global expansion and innovation initiatives. Before joining Silvaco, Ms. Jackson served as Deputy General Counsel of global semiconductor design firm Synaptics Incorporated, where she oversaw the legal function and counseled the business on a wide range of legal issues. Ms. Jackson also served as Assistant General Counsel of US Foods Holding Corp., where she was instrumental in leading the company’s IPO and the exit of its controlling stockholders, while also establishing its securities and corporate governance function. In private practice, Ms. Jackson was a senior associate in the capital markets practice of law firm Mayer Brown LLP where she provided securities and corporate governance counsel and led capital raising transactions for public companies of all sizes. There, she helped to build the firms Public Companies and Corporate Governance practice. Ms. Jackson holds a Juris Doctor degree from Emory University School of Law and a Bachelor of Arts in Sociology from the University of Michigan. In her new role, she will report directly to Babak Taheri, CEO of Silvaco and will be a key member of the executive leadership team.Major Estimate Revision • Aug 14Consensus EPS estimates fall by 111%The consensus outlook for fiscal year 2024 has been updated. 2024 losses of -US$1.47 per share expected, vs -US$0.697 per share profit forecast previously. Revenue forecast reaffirmed at US$64.5m. Software industry in the US expected to see average net income growth of 18% next year. Consensus price target broadly unchanged at US$25.50. Share price fell 3.1% to US$15.48 over the past week.Reported Earnings • Aug 09Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: US$1.55 loss per share (further deteriorated from US$0.017 loss in 2Q 2023). Revenue: US$15.0m (up 19% from 2Q 2023). Net loss: US$38.4m (loss widened US$38.1m from 2Q 2023). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 122%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.공시 • Aug 08Silvaco Group, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of Fiscal Year 2024Silvaco Group, Inc. provided earnings guidance for the third quarter and full year of fiscal year 2024. For the quarter, the company’s revenue in the range of $15.5 million to $16.5 million, which would represent a 4% to 10% increase from the third quarter of 2023. For the full year, the company maintaining its revenue guidance, revenue of $63.0 million to $66.0 million, which would represent a 16% to 22% increase from 2023.공시 • Jul 26Silvaco Group, Inc. to Report Q2, 2024 Results on Aug 07, 2024Silvaco Group, Inc. announced that they will report Q2, 2024 results After-Market on Aug 07, 2024매출 및 비용 세부 내역Silvaco Group가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이NasdaqGS:SVCO 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비31 Mar 2667-28463331 Dec 2563-41482930 Sep 2563-30482530 Jun 2555-31492031 Mar 2558-60612231 Dec 2460-39562130 Sep 2454-46521930 Jun 2458-38491831 Mar 24560311331 Dec 23540311330 Sep 2352-1291230 Jun 2348-3291231 Mar 2348-3281331 Dec 2246-4261230 Sep 2248-2261331 Dec 2142-2231431 Dec 204031711양질의 수익: SVCO 은(는) 현재 수익성이 없습니다.이익 마진 증가: SVCO는 현재 수익성이 없습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: SVCO은 수익성이 없으며 지난 5년 동안 손실이 연평균 59.4% 증가했습니다.성장 가속화: 현재 수익성이 없어 지난 1년간 SVCO의 수익 성장률을 5년 평균과 비교할 수 없습니다.수익 대 산업: SVCO은 수익성이 없어 지난 해 수익 성장률을 Software 업계(14.3%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: SVCO는 현재 수익성이 없으므로 자본 수익률이 음수(-36.23%)입니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YSoftware 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/10 08:20종가2026/06/10 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Silvaco Group, Inc.는 6명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Craig EllisB. Riley Securities, Inc.Christian SchwabCraig-Hallum Capital Group LLCBlayne CurtisJefferies LLC3명의 분석가 더 보기
Reported Earnings • May 11First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$0.19 loss per share (improved from US$0.67 loss in 1Q 2025). Revenue: US$17.8m (up 26% from 1Q 2025). Net loss: US$5.86m (loss narrowed 70% from 1Q 2025). Revenue exceeded analyst estimates by 5.9%. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in the US.
공시 • Apr 24Silvaco Group, Inc. to Report Q1, 2026 Results on May 07, 2026Silvaco Group, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026
Reported Earnings • Mar 13Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: US$1.39 loss per share. Revenue: US$63.1m (up 5.7% from FY 2024). Net loss: US$41.2m (loss widened 4.6% from FY 2024). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 3.9%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in the US.
공시 • Feb 27Silvaco Group, Inc. to Report Q4, 2025 Results on Mar 12, 2026Silvaco Group, Inc. announced that they will report Q4, 2025 results After-Market on Mar 12, 2026
Reported Earnings • Nov 14Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: US$0.17 loss per share (improved from US$0.23 loss in 3Q 2024). Revenue: US$18.7m (up 70% from 3Q 2024). Net loss: US$5.30m (loss narrowed 19% from 3Q 2024). Revenue exceeded analyst estimates by 17%. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US.
공시 • Oct 30Silvaco Group, Inc. to Report Q3, 2025 Results on Nov 12, 2025Silvaco Group, Inc. announced that they will report Q3, 2025 results After-Market on Nov 12, 2025
Buy Or Sell Opportunity • Jun 05Now 24% undervaluedOver the last 90 days, the stock has risen 250% to US$11.30. The fair value is estimated to be US$14.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.2% over the last 3 years. Earnings per share has declined by 51%. Revenue is forecast to grow by 12% in a year. Earnings are forecast to grow by 56% in the next year.
Recent Insider Transactions Derivative • Jun 04Director notifies of intention to sell stockIliya Pesic intends to sell 6k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of June. If the sale is conducted around the recent share price of US$13.60, it would amount to US$82k. Since March 2026, Iliya's direct individual holding has increased from 5.35m shares to 5.38m. Company insiders have collectively bought US$360k more than they sold, via options and on-market transactions, in the last 12 months.
내러티브 업데이트 • Jun 01SVCO: Higher Fair Value Will Be Supported By Rising Margin And Revenue ExecutionSilvaco Group's analyst price target has moved from $15.00 to $18.00 as analysts factor in updated assumptions around revenue growth, profit margins, and a lower future P/E multiple reflected in recent Street research. Analyst Commentary Bullish analysts have raised their price targets in recent research, with increases of $3, $6, and $8 across successive reports.
공시 • May 21Silvaco Group, Inc. Announces Immediate Availability of Mixel MIPI C-PHY/D-PHY Combo IP on TSMC N2P ProcessSilvaco Group, Inc. announced the immediate availability of Mixel MIPI C-PHY/D-PHY Combo Universal IP on TSMC’s N2P process. The MIPI C-PHY IP supports the v2.1 specification, and the MIPI D-PHY IP supports the v3.6 specification. The Mixel MIPI C-PHY/D-PHY Combo Universal IP is a physical layer specifically optimized for low power, low leakage, and minimal area. In an industry first, this IP supports MIPI D-PHY with embedded clock mode (ECM), a new mode first released in the MIPI D-PHY v3.5 specification and carried forward in v3.6. The Mixel IP supports speeds up to 3.0 Gbps per lane in D-PHY mode over two wires, compared to a traditional MIPI D-PHY interface requiring a minimum of four wires with a forwarded-clock mode. The combo IP also supports the MIPI C-PHY v2.1 specification at 3.0 Gsps per trio, an equivalent data rate of 6.84 Gbps/trio. As a universal IP, it is the superset configuration that includes a high-speed transmitter and receiver supporting full-speed loopback. This IP was specifically designed for use cases where power efficiency, minimal area, low EMI, and low heat dissipation are critical—without compromising performance. Such applications include augmented reality (AR) glasses and wearables. By leveraging the latest features available in the MIPI specification, the Mixel MIPI C-PHY/D-PHY ECM combo achieves the same throughput with 25% fewer wires compared to a standard MIPI C-PHY/D-PHY combo with a forwarded-clock D-PHY IP. The reduced wire count is beneficial for use cases with extreme form factor constraints such as AR glasses where all wires need to fit inside a lens frame. Mixel was the first IP provider to demonstrate silicon-proven MIPI C-PHY with its MIPI C-PHY/D-PHY combo IP in 2016. Mixel’s MIPI PHY IP has been silicon-proven in 10 different TSMC process nodes including N6 and N5. Mixel MIPI C-PHY/D-PHY Combo IP is available now on TSMC N2P process.
New Risk • May 17New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$60k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (18% average weekly change). Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$44m). Significant insider selling over the past 3 months (US$60k sold).
분석 기사 • May 13Is There Now An Opportunity In Silvaco Group, Inc. (NASDAQ:SVCO)?While Silvaco Group, Inc. ( NASDAQ:SVCO ) might not have the largest market cap around , it led the NASDAQGS gainers...
Reported Earnings • May 11First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$0.19 loss per share (improved from US$0.67 loss in 1Q 2025). Revenue: US$17.8m (up 26% from 1Q 2025). Net loss: US$5.86m (loss narrowed 70% from 1Q 2025). Revenue exceeded analyst estimates by 5.9%. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in the US.
내러티브 업데이트 • May 03SVCO: Higher Fair Value Will Be Supported By Rising Profit Margin PotentialAnalysts have lifted their fair value estimate for Silvaco Group by $3 to $15, citing updated expectations for revenue growth, profit margins, and future P/E that are reflected in recent Street research. Analyst Commentary Recent Street research highlights a more constructive tone around Silvaco Group, with bullish analysts pointing to the updated fair value estimate of $15 as better aligned with their current expectations for revenue trends, margin potential, and future P/E assumptions.
공시 • Apr 24Silvaco Group, Inc. to Report Q1, 2026 Results on May 07, 2026Silvaco Group, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026
Major Estimate Revision • Mar 19Consensus estimates of losses per share improve by 29%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from US$64.5m to US$68.9m. EPS estimate increased from -US$0.542 per share to -US$0.382 per share. Software industry in the US expected to see average net income growth of 21% next year. Consensus price target down from US$9.50 to US$9.17. Share price rose 94% to US$6.39 over the past week.
공시 • Mar 14Silvaco Group, Inc. has filed a Follow-on Equity Offering in the amount of $15 million.Silvaco Group, Inc. has filed a Follow-on Equity Offering in the amount of $15 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
New Risk • Mar 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 7.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.8% average weekly change). Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$35m). Currently unprofitable and not forecast to become profitable over next 2 years (US$850k net loss in 2 years).
Reported Earnings • Mar 13Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: US$1.39 loss per share. Revenue: US$63.1m (up 5.7% from FY 2024). Net loss: US$41.2m (loss widened 4.6% from FY 2024). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 3.9%. Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in the US.
Buy Or Sell Opportunity • Mar 13Now 32% overvalued after recent price riseOver the last 90 days, the stock has risen 15% to US$5.03. The fair value is estimated to be US$3.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has declined by 66%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 98% in the next 2 years.
공시 • Mar 13+ 1 more updateSilvaco Group, Inc., Annual General Meeting, Apr 22, 2026Silvaco Group, Inc., Annual General Meeting, Apr 22, 2026.
공시 • Mar 11Silvaco Group, Inc. Announces Immediate Availability of Production Ready Mixel MIPI PHY IPSilvaco Group, Inc. announced the immediate availability of MixelTM, MIPI Production Ready Offerings, or Mixel MIPI PRO IP. The Mixel MIPI IP portfolio includes MIPI PHY (MIPI D-PHY TM, MIPI C-PHY TM, and MIPI M-PHY) and multi-standard SerDes IP including MIPI C-PHY/D-PHY combo IP and LVDS/D-PHY combo IP. Mixel also announced support for the Automotive SerDes Alliance (ASA) Motion Link IP last year. Mixel’s MIPI PHY IP are silicon-proven in multiple MIPI-compliant configurations including proprietary topologies such as MIPI D-PHY RX+. This patented implementation allows for full-speed production testing without requiring a full D-PHY Universal configuration, resulting in a substantial reduction of 35% in area and 50% reduction in leakage power. This solution was first announced in 2015 and is in production at many of the world’s largest semiconductor and system companies in mission-critical applications. Moving beyond MIPI, Mixel was the first pure-play silicon IP provider to announce availability of the ASA Motion Link SerDes IP in 2025. The Automotive SerDes Alliance was formed to standardize long reach, asymmetric SerDes connectivity for automotive applications. The Mixel IP solutions are silicon-proven in 9 different foundries and 12 different nodes, from 180nm down to 5nm. The Mixel mixed-signal IP portfolio includes: MIPI PHY: MIPI D-PHY IP v3.5 (backwards compatible). Supports 1–4 data lanes, up to 6.5Gbps/lane. Supports MIPI CSI-2 and MIPI DSI/DSI-2. Available as TX, RX, TX+, RX+, and Universal implementations. MIPI C-PHY IP v2.1 (backwards compatible). Supports 1-3 trios (lanes), up to 8.0Gsps/trio (18.24Gbps). Supports MIPI CSI-2 and MIPI DSI/DSI-2. Available as TX, RX, TX+, RX+, and Universal implementations. MIPI M-PHY IP v4.1 (backwards compatible). Supports HS-G1 to HS-G4 (up to 11.6Gbps). Supports MIPI UniPro and JEDEC Universal Flash Storage (UFS) standard. Multi-standard SerDes: MIPI C-PHY/D-PHY Combo IP: Dual-mode PHY supporting MIPI C-PHY v2.1 and MIPI D-PHY v3.5. Supports 4 lanes/3 trios, up to 8.0Gsps/trio and 6.5Gbps/lane. Supports MIPI CSI-2 and MIPI DSI/DSI-2. Available as TX, RX, TX+, RX+, and Universal implementations. Mixel MIPI D-PHY/LVDS Combo: Dual-mode PHY supporting MIPI D-PHY and LVDS compatible with TIA/EIA-644 standard. Available as Transmitter (TX) and Receiver (RX). Automotive SerDes Alliance: ASA Motion Link SerDes IP: supports v2.1 and supports transmitting (TX) and receiving (RX) downstream speeds of up to 8.0Gbps/lane with NRZ signaling (Speed Grade 3). The availability of the Mixel MIPI IP portfolio strengthens Silvaco’s broader IP offerings with high-performance interface solutions. By combining Mixel’s mixed-signal IP leadership with Silvaco’s extensive IP ecosystem, Silvaco is advancing a larger strategy to lead the semiconductor IP market by expanding IP coverage at the most advanced process nodes and supporting a wider range of high-growth applications, while maintaining the same focus on quality, reliability, and customer success. For more information about Mixel’s MIPI Production Ready Offerings (MIPI PRO IP), visit Silvaco’s website or contact us here.
내러티브 업데이트 • Mar 09SVCO: Governance Updates And Stable Fair Value Will Support Future ReturnsAnalysts have made no change to their price target on Silvaco Group, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E that are now modestly different from prior estimates. What's in the News The Board of Directors approved Amended and Restated Bylaws for Silvaco Group, Inc., effective February 13, 2026.
New Risk • Mar 08New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.5m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$34m). Currently unprofitable and not forecast to become profitable over next 2 years (US$4.8m net loss in 2 years). Market cap is less than US$100m (US$99.5m market cap).
공시 • Feb 27Silvaco Group, Inc. to Report Q4, 2025 Results on Mar 12, 2026Silvaco Group, Inc. announced that they will report Q4, 2025 results After-Market on Mar 12, 2026
내러티브 업데이트 • Feb 23SVCO: Higher Revenue Outlook And Stable Fair Value Will Support ReturnsAnalysts have reduced their price target on Silvaco Group by $0.50 to reflect slightly higher discount rate assumptions and a modest reset in profit margin expectations, while revenue growth estimates and future P/E inputs remain broadly in line with prior views. What's in the News The Board of Directors approved Amended and Restated Bylaws for Silvaco Group, Inc., effective February 13, 2026.
내러티브 업데이트 • Feb 09SVCO: Earnings Guidance And Higher Future P/E Will Support Stronger ReturnsAnalysts have lifted their price target on Silvaco Group by US$0.00, citing refreshed assumptions around discount rates, revenue growth, profit margins, and a slightly higher future P/E multiple as key drivers of the updated view. What's in the News Silvaco Group, Inc.
내러티브 업데이트 • Jan 25SVCO: Litigation Resolution Will Support Stronger Future Earnings PotentialAnalysts have trimmed their price target on Silvaco Group by adjusting assumptions around discount rate, revenue growth, profit margins and future P/E. This reflects updated views on the company’s risk profile and earnings potential, without a material shift in their fair value estimate of $8.00.
내러티브 업데이트 • Jan 10SVCO: Litigation Resolution And New Client Adoption Will Support Stronger Future EarningsAnalysts have modestly adjusted their price target on Silvaco Group, pointing to slightly different assumptions around the discount rate, revenue growth, profit margin and future P/E as the main drivers of the revised valuation framework. What's in the News Silvaco Group issued earnings guidance for the fourth quarter of 2025, with expected revenue in the range of $14 million to $18 million (company guidance).
내러티브 업데이트 • Dec 26SVCO: Improved Margins And Litigation Resolution Will Support Stronger Future EarningsAnalysts have moderately raised their price target on Silvaco Group to reflect slightly stronger expected revenue growth, a modest improvement in projected profit margins, and a marginally lower assumed future price to earnings multiple. This revision is underpinned by a small reduction in the discount rate applied to the company’s cash flows.
내러티브 업데이트 • Dec 12SVCO: Higher Long Term Margins Will Drive Stronger Future Earnings PowerAnalysts have raised their price target on Silvaco Group to 8.00 dollars from 6.00 dollars, citing improved long term profit margin expectations and a more reasonable future earnings multiple, despite tempering near term revenue growth assumptions and slightly increasing the discount rate. What's in the News Issued fourth quarter 2025 revenue guidance in the range of 14 million dollars to 18 million dollars, providing context for near term growth expectations for investors (company guidance) Resolved prior litigation with former Nangate shareholders after a Court of Appeal decision reversed fraud and breach of contract verdicts and all claims were dismissed (legal update) Vicor Corporation adopted Silvaco's Victory TCAD 3D simulation solution to improve modeling accuracy for advanced power devices and reduce design cycles (client announcement) Analog Power Conversion LLC adopted Silvaco's integrated TCAD and EDA platform to support Design Technology Co Optimization for high frequency and high power silicon and SiC solutions (client announcement) Valuation Changes The fair value estimate increased meaningfully to 8.00 dollars from 6.00 dollars, reflecting a higher assessed intrinsic value for Silvaco Group shares.
Recent Insider Transactions • Dec 11CEO & Director recently bought US$53k worth of stockOn the 9th of December, Walden Rhines bought around 13k shares on-market at roughly US$4.01 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$118k. Walden has been a buyer over the last 12 months, purchasing a net total of US$215k worth in shares.
Recent Insider Transactions • Nov 21CEO & Director recently bought US$118k worth of stockOn the 18th of November, Walden Rhines bought around 29k shares on-market at roughly US$4.07 per share. This transaction amounted to 89% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Walden has been a buyer over the last 12 months, purchasing a net total of US$162k worth in shares.
분석 기사 • Nov 14Lacklustre Performance Is Driving Silvaco Group, Inc.'s (NASDAQ:SVCO) 28% Price DropSilvaco Group, Inc. ( NASDAQ:SVCO ) shares have had a horrible month, losing 28% after a relatively good period...
Reported Earnings • Nov 14Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: US$0.17 loss per share (improved from US$0.23 loss in 3Q 2024). Revenue: US$18.7m (up 70% from 3Q 2024). Net loss: US$5.30m (loss narrowed 19% from 3Q 2024). Revenue exceeded analyst estimates by 17%. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US.
New Risk • Nov 14New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -US$34m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Minor Risks Less than 1 year of cash runway based on current free cash flow (-US$34m). Currently unprofitable and not forecast to become profitable next year (US$17m net loss next year).
공시 • Nov 13Silvaco Group, Inc. Provides Earnings Guidance for the Fourth Quarter of 2025Silvaco Group, Inc. provided earnings guidance for the fourth quarter of 2025. For fourth quarter 2025, the company expects revenue in the range of $14 million to $18 million.
공시 • Nov 11Silvaco Group, Inc. Reaches Settlement Resolving Prior Litigation with Former Nangate ShareholdersSilvaco Group, Inc. announced that it has reached a settlement resolving all matters related to its prior litigation with former Nangate shareholders, the Court of Appeal has reversed the fraud and breach of contract verdicts, and the parties have dismissed all claims.
공시 • Oct 30Silvaco Group, Inc. to Report Q3, 2025 Results on Nov 12, 2025Silvaco Group, Inc. announced that they will report Q3, 2025 results After-Market on Nov 12, 2025
분석 기사 • Oct 25Health Check: How Prudently Does Silvaco Group (NASDAQ:SVCO) Use Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Recent Insider Transactions • Sep 17Independent Director recently bought US$62k worth of stockOn the 11th of September, Anthony K. Ngai bought around 12k shares on-market at roughly US$5.28 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold US$225k more in shares than they bought in the last 12 months.
분석 기사 • Sep 08A Piece Of The Puzzle Missing From Silvaco Group, Inc.'s (NASDAQ:SVCO) 34% Share Price ClimbSilvaco Group, Inc. ( NASDAQ:SVCO ) shareholders would be excited to see that the share price has had a great month...
공시 • Sep 04Silvaco Group, Inc. Appoints Chris Zegarelli as Chief Financial Officer, Effective from September 15, 2025Silvaco Group, Inc. appointed Chris Zegarelli as Chief Financial Officer, effective September 15, 2025. As a senior member of the executive team, Chris will report directly to CEO Dr. Walden Rhines. Mr. Zegarelli is an accomplished financial executive with more than 20 years of leadership experience in the semiconductor industry. He has expertise in investor relations, financing, financial reporting, forecasting, M&A, operations and strategic planning. Most recently, he served as Senior Vice President of Finance at Infineon Technologies, where he led integration and strategic planning following its $830 million acquisition of GaN Systems, where he had been CFO. His earlier experience includes CFO roles at Thermal Engineering International and Indie Semiconductor. Prior to that he held senior finance roles at Broadcom and Qualcomm.
공시 • Aug 22Silvaco Group, Inc. Announces CEO TransitionSilvaco Group, Inc. announced that Dr. Babak Taheri has left the company, effective August 19, 2025, following nearly seven years as Chief Executive Officer, during which he led the company through its initial public offering. The Board has appointed Walden “Wally” C. Rhines, Ph.D., as the company’s new Chief Executive Officer, effective immediately. Rhines has served as a member of Silvaco’s board of directors and as a member of the audit committee since September 2022. Since March 2020, he has served as President and Chief Executive Officer of Cornami, Inc., and is Chairman of the board of directors of Qorvo, Inc. Rhines previously served CEO of Mentor Graphics Corporation from 1993 until its acquisition by Siemens in March 2017. Following the acquisition, Rhines served as President and Chief Executive Officer of Siemens EDA (formerly Mentor Graphics). Rhines holds a B.S.E. in engineering from the University of Michigan, an M.S. and Ph.D. in materials science and engineering from Stanford University, and a M.B.A. from the Southern Methodist University Cox School of Business.
New Risk • Aug 19New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$103k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$3.0m net loss in 2 years). Shareholders have been diluted in the past year (16% increase in shares outstanding). Significant insider selling over the past 3 months (US$103k sold).
내러티브 업데이트 • Aug 10Expansion Into AI And Photonics Will Unlock Future PotentialDespite a significant increase in consensus revenue growth forecasts, Silvaco Group's future P/E ratio has declined, leading analysts to lower their fair value estimate from $10.33 to $9.67. What's in the News Silvaco expects Q3 2025 revenue of $14–18 million (28–64% YoY growth) and FY 2025 revenue of $64–70 million (7–17% YoY growth).
Reported Earnings • Aug 08Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: US$0.32 loss per share (improved from US$1.55 loss in 2Q 2024). Revenue: US$12.0m (down 20% from 2Q 2024). Net loss: US$9.41m (loss narrowed 76% from 2Q 2024). Revenue missed analyst estimates by 15%. Earnings per share (EPS) exceeded analyst estimates by 3.0%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US.
공시 • Aug 07Silvaco Group, Inc. Provides Earnings Guidance for Third Quarter of 2025 and Full Year 2025Silvaco Group, Inc. provided earnings guidance for third quarter of 2025 and full year 2025. For third quarter 2025, the company expects revenue in the range of $14.0 million to $18.0 million, representing a 28% increase to 64% increase from the third quarter of 2024. The Company expects for full year 2025, the company expects revenue in the range of $64.0 million to $70.0 million, representing a 7% to 17% increase from 2024.
Seeking Alpha • Jul 30Silvaco: Chip Designer Faces ChallengesSummary Silvaco's weak growth, persistent losses, and lack of earnings overshadow its strong net cash position and cheap valuation. Recent acquisitions lack transparency and financial details, raising concerns about management's capital allocation and strategic direction. Operating performance continues to disappoint, with declining sales, widening losses, and reduced guidance for 2024. Despite low valuation, I remain on the sidelines as fundamental issues outweigh potential upside; I see no compelling reason to own Silvaco now. Read the full article on Seeking Alpha
공시 • Jul 30Silvaco Group, Inc. (NasdaqGS:SVCO) entered into a definitive agreement to acquire an unknown majority stake in Mixel, Inc.Silvaco Group, Inc. (NasdaqGS:SVCO) entered into a definitive agreement to acquire an unknown majority stake in Mixel, Inc. on July 29, 2025. The consideration consists of a combination of cash and stock. The acquisition is expected to close on or before August 1, 2025, subject to customary closing conditions. B. Riley Securities, Inc. acted as exclusive financial advisor to Silvaco in the transaction. Connected Vision Advisors acted as financial advisor to Mixel in the transaction.
공시 • Jul 24+ 1 more updateSilvaco Group, Inc. Announces Executive ChangesSilvaco Group, Inc. announced the addition of three seasoned industry veterans to its leadership team: Andrew Wright as Senior Vice President and General Manager of the Semiconductor IP Business Unit, Jasvinder Singh as Senior Vice President and General Manager of the EDA Business Unit, and John Berg as Vice President of Business Development. Collectively, they bring decades of experience in semiconductor design and software development to Silvaco and will play pivotal roles in accelerating innovation and operational excellence. Andrew Wright leads Silvaco’s Semiconductor IP Business Unit. Most recently, he served as Senior Vice President of R&D and New Product Introduction at Efabless. He previously served as Executive Vice President of New Product Development at Cypress Semiconductor where he led the company’s chip and IP design methodologies and oversaw the development of all Cypress IP and new products. He has also held executive roles at UltraSense and Waterbit. Jasvinder Singh leads Silvaco’s EDA Business Unit. With over 20 years of leadership experience in EDA, AI, semiconductor and autonomous systems. Jasvinder has built and scaled global R&D teams and driven product, platform and engineering growth for multi-billion-dollar organizations. He has held senior roles at Synopsys, SiClarity, and Cadence, where he led innovations across AI, verification and cloud-enabled design platforms. John Berg leads business development across all of Silvaco’s product lines. He brings over two decades of leadership experience in quantum computing, semiconductor electronics, and photonics. John has a track record of productizing transformative hardware technologies and solving complex operational challenges. Most recently, he served as Vice President of Supply Chain at PsiQuantum. He has held senior leadership roles at American Semiconductor, Nantero, and Cypress Semiconductor.
분석 기사 • Jun 30Is Silvaco Group (NASDAQ:SVCO) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
공시 • Jun 30+ 5 more updatesSilvaco Group, Inc.(NasdaqGS:SVCO) dropped from Russell 2500 Growth IndexSilvaco Group, Inc.(NasdaqGS:SVCO) dropped from Russell 2500 Growth Index
Recent Insider Transactions • Jun 06Chairman of the Board recently sold US$74k worth of stockOn the 4th of June, Katherine Ngai-Pesic sold around 15k shares on-market at roughly US$4.91 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$127k. Katherine has been a net seller over the last 12 months, reducing personal holdings by US$200k.
Recent Insider Transactions Derivative • Jun 05Chairman of the Board notifies of intention to sell stockKatherine Ngai-Pesic intends to sell 15k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of June. If the sale is conducted around the recent share price of US$4.91, it would amount to US$74k. Since September 2024, Katherine's direct individual holding has decreased from 14.41m shares to 14.37m. Company insiders have collectively sold US$184k more than they bought, via options and on-market transactions in the last 12 months.
새로운 내러티브 • May 18AI Photonics And IoT Ventures Will Unlock Market Potential Strategic acquisitions in AI, Photonics, and IoT expand market opportunities, potentially driving future revenue growth and improving revenue stability.
Major Estimate Revision • May 14Consensus EPS estimates fall by 702%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$69.5m to US$66.9m. Losses expected to increase from US$0.17 per share to US$1.36. Software industry in the US expected to see average net income growth of 16% next year. Consensus price target down from US$14.33 to US$10.67. Share price fell 19% to US$4.47 over the past week.
New Risk • May 12New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$60m Forecast net loss in 2 years: US$17m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$17m net loss in 2 years). Share price has been volatile over the past 3 months (12% average weekly change). Significant insider selling over the past 3 months (US$127k sold).
Reported Earnings • May 10First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: US$0.67 loss per share (down from US$0.069 profit in 1Q 2024). Revenue: US$14.1m (down 11% from 1Q 2024). Net loss: US$19.3m (down US$20.7m from profit in 1Q 2024). Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.
분석 기사 • May 08Investors Still Aren't Entirely Convinced By Silvaco Group, Inc.'s (NASDAQ:SVCO) Revenues Despite 30% Price JumpSilvaco Group, Inc. ( NASDAQ:SVCO ) shareholders are no doubt pleased to see that the share price has bounced 30% in...
공시 • May 08Silvaco Group, Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2025Silvaco Group, Inc. provided earnings guidance for the second quarter and full year 2025. For the quarter, based on current business trends and conditions, the Company expects revenue in the range of $12.0 million to $16.0 million, which would compare to $15.0 million in the second quarter of 2024. For full year 2025, the Company expects Revenue in the range of $64.0 million to $70.0 million, which would represent a 7% to 17% increase from $59.7 million in 2024.
공시 • Apr 30Silvaco Group, Inc. (NasdaqGS:SVCO) acquired Tech-X Corporation.Silvaco Group, Inc. (NasdaqGS:SVCO) acquired Tech-X Corporation on April 29, 2025. Needham & Company, LLC acted as financial advisor for Silvaco Group, Inc. Silvaco Group, Inc. (NasdaqGS:SVCO) completed the acquisition of Tech-X Corporation on April 29, 2025.
공시 • Apr 03Silvaco Group, Inc., Annual General Meeting, May 22, 2025Silvaco Group, Inc., Annual General Meeting, May 22, 2025.
공시 • Mar 22+ 2 more updatesSilvaco Group, Inc. to Report Q1, 2025 Results on May 07, 2025Silvaco Group, Inc. announced that they will report Q1, 2025 results on May 07, 2025
Recent Insider Transactions • Mar 19Chairman of the Board recently sold US$127k worth of stockOn the 14th of March, Katherine Ngai-Pesic sold around 25k shares on-market at roughly US$5.06 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Katherine's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Mar 16Chairman of the Board notifies of intention to sell stockKatherine Ngai-Pesic intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of March. If the sale is conducted around the recent share price of US$4.98, it would amount to US$125k. Since March 2024, Katherine's direct individual holding has decreased from 18.40m shares to 14.41m. There has only been one transaction (US$180k sale) from insiders over the last 12 months.
Major Estimate Revision • Mar 12Consensus EPS estimates fall by 21%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$68.8m to US$69.5m. Forecast EPS reduced from -US$0.14 to -US$0.17 per share. Software industry in the US expected to see average net income growth of 18% next year. Consensus price target down from US$15.67 to US$14.33. Share price fell 19% to US$4.76 over the past week.
New Risk • Mar 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 06Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: US$1.54 loss per share (further deteriorated from US$0.016 loss in FY 2023). Revenue: US$59.7m (up 10.0% from FY 2023). Net loss: US$39.4m (loss widened US$39.1m from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.2%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.
공시 • Mar 06Silvaco Group, Inc. Provides Earnings Guidance for the First Quarter of 2025 and Full Year 2025Silvaco Group, Inc. provided earnings guidance for the first quarter of 2025 and full year 2025. Based on current business trends and conditions, the Company expects for first quarter 2025 the following: Gross bookings in the range of $16.0 million to $19.0 million, which would compare to $16.1 million in the first quarter of 2024.Revenue in the range of $14.5 million to $17.0 million, which would compare to $15.9 million in the first quarter of 2024. For full year 2025, the Company expects: Gross bookings in the range of $72.0 million to $79.0 million, which would represent a 9% to 20% increase from $65.8 million in 2024.Revenue in the range of $66.0 million to $72.0 million, which would represent a 11% to 21% increase from $59.7 million in 2024.
공시 • Mar 05Silvaco Group, Inc. (NasdaqGS:SVCO) acquired Process Proximity Compensation Product Line of Cadence Design Systems, Inc.Silvaco Group, Inc. (NasdaqGS:SVCO) acquired Process Proximity Compensation Product Line of Cadence Design Systems, Inc. on March 4, 2025. Silvaco Group, Inc. (NasdaqGS:SVCO) completed the acquisition of Process Proximity Compensation Product Line of Cadence Design Systems, Inc. on March 4, 2025.
분석 기사 • Feb 22Slammed 33% Silvaco Group, Inc. (NASDAQ:SVCO) Screens Well Here But There Might Be A CatchSilvaco Group, Inc. ( NASDAQ:SVCO ) shareholders won't be pleased to see that the share price has had a very rough...
분석 기사 • Feb 11Is Silvaco Group (NASDAQ:SVCO) A Risky Investment?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
공시 • Jan 15Silvaco Group, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2024Silvaco Group, Inc. provided earnings guidance for the fourth quarter and full year 2024. For the quarter, the company expects revenues to be in the range of $17.7 million to $18.1 million, the highest quarterly revenue in company history, representing a year-over-year increase of 41% to 45%, driven by increases for customers in the United States, China, and Japan. GAAP operating income is anticipated in the range of $2.3 million to $3.1 million, which anticipates impact from the favorable ruling with respect to prejudgment interest in the Nangate Denmark ApS litigation compared to operating loss of $1.9 million in fourth quarter of 2023. GAAP net income per share is anticipated in the range of $0.14 to $0.18, compared to loss of $0.11 in fourth quarter of 2023. For full year, the company expects revenue to be in the range of $59.5 million to $59.9 million, the highest annual revenue in company history, representing a year-over-year increase of approximately 10%, driven by year-over-year sales increases for customers in the United States, Japan, and Taiwan. GAAP operating loss is anticipated in the range of $40.4 million and $39.6 million compared to operating income of $1.1 million in 2023. GAAP net loss per share is anticipated in the range of $1.49 and $1.55 compared to $0.02 in 2023.
공시 • Jan 14Silvaco Group, Inc. to Report Fiscal Year 2024 Results on Mar 05, 2025Silvaco Group, Inc. announced that they will report fiscal year 2024 results on Mar 05, 2025
공시 • Dec 26Superior Court, State of California, County of Santa Clara, Rules in Favor of Silvaco Group, IncOn December 23, 2024, the Superior Court, State of California, County of Santa Clara, ruled in favor of Silvaco Group, Inc. and denied a motion brought by former shareholders of Nangate Denmark ApS for prejudgment interest on the previously disclosed $11.3 million damages for breach of contract. The Company previously estimated prejudgment interest to be $3.8 million as of September 30, 2024, if owed, and recorded a charge for that amount to estimated litigation claim and accrued expenses and other current liabilities.
공시 • Dec 20the Ninth Circuit Affirms the Dismissal of All Claims Against Silvaco Group, Inc. Brought by Aldini AgSilvaco Group, Inc. that the U.S. Court of Appeals for the Ninth Circuit affirmed the U.S. District Court for the Northern District of California’s dismissal of all claims against Silvaco brought by Aldini AG.
분석 기사 • Nov 30Silvaco Group, Inc. (NASDAQ:SVCO) Soars 25% But It's A Story Of Risk Vs RewardSilvaco Group, Inc. ( NASDAQ:SVCO ) shareholders are no doubt pleased to see that the share price has bounced 25% in...
Recent Insider Transactions • Nov 17Senior VP & GM of TCAD Division recently sold US$180k worth of stockOn the 15th of November, Eric Guichard sold around 25k shares on-market at roughly US$7.19 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Nov 13Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: US$0.23 loss per share (further deteriorated from US$0.029 loss in 3Q 2023). Revenue: US$11.0m (down 20% from 3Q 2023). Net loss: US$6.55m (loss widened US$5.98m from 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 35%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.
공시 • Nov 13Silvaco Group, Inc. Provides Earnings Guidance for the Fourth Quarter 2024Silvaco Group, Inc. provided earnings guidance for the Fourth Quarter 2024. For the period, the company expects revenue in the range of $18.1 million to $21.2 million, which would represent a 45% to 70% increase from the fourth quarter of 2023.
분석 기사 • Nov 12Silvaco Group (NASDAQ:SVCO) Is In A Strong Position To Grow Its BusinessWe can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
공시 • Oct 17Silvaco Group, Inc. Revises Earnings Guidance for the Year 2024Silvaco Group, Inc. revised earnings guidance for the year 2024. For the year, the company expects revenue to be $60 million to $63 million compared to previous guidance of $63 million to $66 million.
공시 • Oct 16+ 1 more updateSilvaco Group, Inc. Provides Preliminary Unaudited Revenue Guidance for the Third Quarter of 2024Silvaco Group, Inc. provided Preliminary Unaudited Revenue guidance for the third quarter of 2024. For the quarter, the company expects revenues to be approximately $11.0 million, not including a large order of approximately $5.0 million, which was expected in the third quarter of 2024, but was received in the first week of the fourth quarter of 2024.
Seeking Alpha • Oct 07Silvaco: Reaching Speculative Appealing TerritorySummary Silvaco's IPO was initially strong, but shares have since dropped 40% due to high valuation and uncertain earnings. Despite revenue growth and a compelling 3x sales multiple, competition from larger peers and low margins remain concerns. Legal issues and stock-based compensation expenses have significantly impacted profitability, adding to the uncertainty. Considering modest growth and valuation, a small speculative position may be interesting, but caution is advised until further earnings reports. Read the full article on Seeking Alpha
Buy Or Sell Opportunity • Oct 03Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 35% to US$12.08. The fair value is estimated to be US$15.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last year. Meanwhile, the company became loss making. Revenue is forecast to grow by 22% in a year. Earnings are forecast to grow by 53% in the next year.
공시 • Sep 30Silvaco Group, Inc. Appoints Candace Jackson as Senior Vice President, General Counsel and Corporate SecretarySilvaco Group, Inc. announced the appointment of Candace Jackson as Senior Vice President, General Counsel and Corporate Secretary, effective September 23, 2024. Ms. Jackson joins Silvaco with 15 years of progressively senior experience, both in-house and in private practice at world-class global law firms. As SVP, General Counsel and Corporate Secretary of Silvaco, she will provide strategic, business-centric, cross-border legal advice across the full spectrum of legal issues while also playing a pivotal role in supporting Silvaco's continued global expansion and innovation initiatives. Before joining Silvaco, Ms. Jackson served as Deputy General Counsel of global semiconductor design firm Synaptics Incorporated, where she oversaw the legal function and counseled the business on a wide range of legal issues. Ms. Jackson also served as Assistant General Counsel of US Foods Holding Corp., where she was instrumental in leading the company’s IPO and the exit of its controlling stockholders, while also establishing its securities and corporate governance function. In private practice, Ms. Jackson was a senior associate in the capital markets practice of law firm Mayer Brown LLP where she provided securities and corporate governance counsel and led capital raising transactions for public companies of all sizes. There, she helped to build the firms Public Companies and Corporate Governance practice. Ms. Jackson holds a Juris Doctor degree from Emory University School of Law and a Bachelor of Arts in Sociology from the University of Michigan. In her new role, she will report directly to Babak Taheri, CEO of Silvaco and will be a key member of the executive leadership team.
Major Estimate Revision • Aug 14Consensus EPS estimates fall by 111%The consensus outlook for fiscal year 2024 has been updated. 2024 losses of -US$1.47 per share expected, vs -US$0.697 per share profit forecast previously. Revenue forecast reaffirmed at US$64.5m. Software industry in the US expected to see average net income growth of 18% next year. Consensus price target broadly unchanged at US$25.50. Share price fell 3.1% to US$15.48 over the past week.
Reported Earnings • Aug 09Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: US$1.55 loss per share (further deteriorated from US$0.017 loss in 2Q 2023). Revenue: US$15.0m (up 19% from 2Q 2023). Net loss: US$38.4m (loss widened US$38.1m from 2Q 2023). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates by 122%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.
공시 • Aug 08Silvaco Group, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of Fiscal Year 2024Silvaco Group, Inc. provided earnings guidance for the third quarter and full year of fiscal year 2024. For the quarter, the company’s revenue in the range of $15.5 million to $16.5 million, which would represent a 4% to 10% increase from the third quarter of 2023. For the full year, the company maintaining its revenue guidance, revenue of $63.0 million to $66.0 million, which would represent a 16% to 22% increase from 2023.
공시 • Jul 26Silvaco Group, Inc. to Report Q2, 2024 Results on Aug 07, 2024Silvaco Group, Inc. announced that they will report Q2, 2024 results After-Market on Aug 07, 2024
