Foreign exchangenegative · 4 filings
“Gains and losses resulting from foreign exchange transactions are included in Interest and other expense, net in the Company’s condensed consolidated statements of operations.”10-Q · May 7, 2026 ↗
Silvaco Group, Inc.
SVCO
Market read
Silvaco Group, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 9 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 10 directly disclosed connections are confirming.
Company-5.0% todayVolume comparison unavailable
Market group0 of 9 activeSemiconductor & EV Tech · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- SVCO's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if SVCO's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 9 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 10 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- SVCO's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods3
Price observations319
Usable filing statements82
Verified relationships10
Evidence supporting the case
- Latest annual revenue changed +5.7% year over year.
- Demand and volume has repeated favorable evidence across 3 filings.
Evidence challenging the case
- Operating margin changed -5.3 percentage points in the latest annual period.
- Diluted shares increased 15.8% in the latest annual period.
Questions before a position
- EV/sales is 74% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context
Price as of Sep 10, 2026
6.506m+93.5%12m+32.1%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2023-12-31$54.2M—$-0.02—
2024-12-31$59.7M+10.0%$-1.53+28.4%
2025-12-31$63.1M+5.7%$-1.39+15.8%
What management says matters
Persistent and emerging business drivers
Demand and volumemixed · 3 filings
“While revenue in the current period primarily benefited from our recent acquisitions, revenue in the prior period was impacted by lower demand in the Americas and economic challenges in Asia.”10-Q · May 7, 2026 ↗
Legal and regulatory exposurenegative · 3 filings
“The decrease was driven by a $0.7 million decrease in legal fees related to the Nangate litigation, $0.6 million decrease in employee compensation and benefits due to restructuring activities, and a $0.4 million decrease in acquisition-related legal fees, par…”10-Q · May 7, 2026 ↗
Restructuring and cost reductionsmixed · 2 filings
“Cost of revenue during the three months ended March 31, 2026, decreased primarily due to our cost reduction efforts and restructuring activities.”10-Q · May 7, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 3.1× · EV/sales 2.9×. Comparisons use only industry-matched filing peers.
Scenario scaffold
Fewer than 4 annual revenue periods; too little history to scaffold scenarios.
Price action
How the market is pricing the story
6.50-5.0% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for SVCO. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for SVCO. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind SVCO
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
MUMicron Technology, Inc.customerMar 12, 2026 ▾
“On April 16, 2024, we entered into a note purchase agreement with Micron Technology, Inc.”
CDNSCadence Design Systems, Inc.supplierMar 12, 2026 ▾
“Over the past several years, we have completed several such acquisitions, including our March 2025 acquisition of a suite of optical proximity correction tools from Cadence Design Systems, Inc., our April 2025 acquisition of Tech-X Corporation and our August…”
CEVACEVA, Inc.competitorMar 12, 2026 ▾
“We also compete with other tools providers, customers with their own EDA capabilities and other IP companies, including Keysight Technologies, Inc., Schrödinger, Inc., CEVA, Inc., Zuken Ltd., Huada Empyrean, M31 and Primarius Technologies.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
SVCO is currently a Early Follower in the organic co-movement group Semiconductor & EV Tech. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for SVCO; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.