Financial Performance & Guidance - Q2 2025 revenue reached $1205 million, a 19% year-over-year decrease [43] - Q2 2025 Non-GAAP operating loss was $57 million [43] - The company maintains FY25 revenue guidance between $64 million and $70 million, representing a 7% to 17% year-over-year increase [10, 12] - FY25 gross bookings are projected to be between $67 million and $74 million, a 2% to 13% year-over-year increase [12] - Q3 2025 revenue is guided to be between $14 million and $18 million, a 28% to 64% increase from Q3 2024 [12, 62] Strategic Initiatives & Market Expansion - Silvaco expanded its serviceable addressable market (SAM) by $110 million through the acquisition of Mixel IP [10, 22] - The company achieved Annual Contract Value (ACV) growth of 26% for the trailing twelve months (TTM) ending in Q2 2025 [22, 39] - 14% of revenue came from 10 new customers, representing $39 million in bookings [16] Product & Customer Highlights - 40% of revenue was generated from expansion within existing customers, resulting in $43 million in bookings [16] - TCAD bookings decreased by $78 million, a 55% decrease year-over-year, due to a high-value FTCO booking in Q2 2024 [48] - SIP bookings increased by $15 million, an 87% increase year-over-year, driven by foundry enablement [48]
Silvaco Group, Inc.(SVCO) - 2025 Q2 - Earnings Call Presentation