Recent Insider Transactions • Jun 11
Director recently sold €67k worth of stock On the 3rd of June, Iliya Pesic sold around 6k shares on-market at roughly €11.16 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. Despite this recent sale, insiders have collectively bought €279k more than they sold in the last 12 months. Buy Or Sell Opportunity • Jun 09
Now 27% undervalued Over the last 90 days, the stock has risen 267% to €9.90. The fair value is estimated to be €13.52, 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. Tillkännagivande • May 21
Silvaco Group, Inc. Announces Immediate Availability of Mixel MIPI C-PHY/D-PHY Combo IP on TSMC N2P Process Silvaco 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. Tillkännagivande • Apr 24
Silvaco Group, Inc. to Report Q1, 2026 Results on May 07, 2026 Silvaco Group, Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026 Tillkännagivande • Mar 14
Silvaco 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 Tillkännagivande • Mar 11
Silvaco Group, Inc. Announces Immediate Availability of Production Ready Mixel MIPI PHY IP Silvaco 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. Tillkännagivande • Feb 27
Silvaco Group, Inc. to Report Q4, 2025 Results on Mar 12, 2026 Silvaco Group, Inc. announced that they will report Q4, 2025 results After-Market on Mar 12, 2026 Tillkännagivande • Nov 13
Silvaco Group, Inc. Provides Earnings Guidance for the Fourth Quarter of 2025 Silvaco 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. Tillkännagivande • Nov 11
Silvaco Group, Inc. Reaches Settlement Resolving Prior Litigation with Former Nangate Shareholders Silvaco 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. Tillkännagivande • Oct 30
Silvaco Group, Inc. to Report Q3, 2025 Results on Nov 12, 2025 Silvaco Group, Inc. announced that they will report Q3, 2025 results After-Market on Nov 12, 2025 Tillkännagivande • Sep 04
Silvaco Group, Inc. Appoints Chris Zegarelli as Chief Financial Officer, Effective from September 15, 2025 Silvaco 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. Tillkännagivande • Aug 22
Silvaco Group, Inc. Announces CEO Transition Silvaco 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. Tillkännagivande • Aug 07
Silvaco Group, Inc. Provides Earnings Guidance for Third Quarter of 2025 and Full Year 2025 Silvaco 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. Tillkännagivande • Jul 30
Silvaco 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. Tillkännagivande • May 08
Silvaco Group, Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2025 Silvaco 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. Tillkännagivande • Apr 30
Silvaco 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. Tillkännagivande • Apr 03
Silvaco Group, Inc., Annual General Meeting, May 22, 2025 Silvaco Group, Inc., Annual General Meeting, May 22, 2025. Tillkännagivande • Mar 06
Silvaco Group, Inc. Provides Earnings Guidance for the First Quarter of 2025 and Full Year 2025 Silvaco 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. Tillkännagivande • Mar 05
Silvaco 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. Tillkännagivande • Jan 15
Silvaco Group, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year 2024 Silvaco 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. Tillkännagivande • Jan 14
Silvaco Group, Inc. to Report Fiscal Year 2024 Results on Mar 05, 2025 Silvaco Group, Inc. announced that they will report fiscal year 2024 results on Mar 05, 2025 Tillkännagivande • Dec 26
Superior Court, State of California, County of Santa Clara, Rules in Favor of Silvaco Group, Inc On 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. Tillkännagivande • Dec 20
the Ninth Circuit Affirms the Dismissal of All Claims Against Silvaco Group, Inc. Brought by Aldini Ag Silvaco 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. Tillkännagivande • Nov 13
Silvaco Group, Inc. Provides Earnings Guidance for the Fourth Quarter 2024 Silvaco 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. Tillkännagivande • Oct 17
Silvaco Group, Inc. Revises Earnings Guidance for the Year 2024 Silvaco 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. Buy Or Sell Opportunity • Oct 02
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 29% to €11.96. The fair value is estimated to be €15.08, 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. Tillkännagivande • Sep 30
Silvaco Group, Inc. Appoints Candace Jackson as Senior Vice President, General Counsel and Corporate Secretary Silvaco 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. Reported Earnings • Aug 09
Second quarter 2024 earnings released: US$1.55 loss per share (vs US$0.017 loss in 2Q 2023) Second 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 is forecast to grow 17% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Tillkännagivande • Aug 08
Silvaco Group, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of Fiscal Year 2024 Silvaco 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. New Risk • Aug 06
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% 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. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.8% average weekly change). Tillkännagivande • Jul 26
Silvaco Group, Inc. to Report Q2, 2024 Results on Aug 07, 2024 Silvaco Group, Inc. announced that they will report Q2, 2024 results After-Market on Aug 07, 2024 Reported Earnings • Jun 21
First quarter 2024 earnings released: EPS: US$0.069 (vs US$0.021 in 1Q 2023) First quarter 2024 results: EPS: US$0.069 (up from US$0.021 in 1Q 2023). Revenue: US$15.9m (up 19% from 1Q 2023). Net income: US$1.38m (up 231% from 1Q 2023). Profit margin: 8.7% (up from 3.1% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Software industry in Germany. Tillkännagivande • Jun 21
Silvaco Group, Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2024 Silvaco Group, Inc. provided earnings guidance for the second quarter and full year 2024. For the second quarter, the company expects revenue in the range of $14.3 million to $15.0 million, which would represent a 14% to 20% increase from the second quarter of 2023.For the full year, the company expects revenue of $63.0 million to $66.0 million, which would represent a 16% to 22% increase from 2023. Board Change • May 14
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Independent Director Anita Ganti was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. 
