Silvaco Group Inc 2026年季度报告

(Mark One) ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2026 OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromtoCommission file number 001-42043 Silvaco Group, Inc.(Exact name of Registrant as specified in its charter) 27-1503712(I.R.S. EmployerIdentification Number) (State or other jurisdiction ofincorporation or organization) Silvaco Group, Inc.4701 Patrick Henry Drive, Building #23Santa Clara, CA 95054(408) 567-1000(Address, including zip code, and telephone number, including area code, of Registrant’s principal executive offices) Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant: (1) has filed all reports required to be filed by Section 13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file suchreports); and (2) has been subject to such filing requirements for the past 90 days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submittedpursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter periodthat the registrant was required to submit).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, or a smallerreporting company. See the definitions of “large accelerated filer,” “accelerated filer”, “smaller reporting company” and “emerginggrowth company” in Rule 12b-2 of the Exchange Act. (Check one): Large accelerated filer☐Non-accelerated filer☒ Accelerated filer☐Smaller reporting company☒Emerging growth company☒ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☐No☒ As of May 4, 2026, the registrant had 32,681,239 shares of common stock, $0.0001 par value per share, outstanding. TABLE OF CONTENTS Item 1.Financial Statements (unaudited)Condensed Consolidated Balance SheetsCondensed ConsolidatedStatements of OperationsCondensed ConsolidatedStatements of Comprehensive LossCondensed ConsolidatedStatements of Stockholders' EquityCondensed ConsolidatedStatements of Cash FlowsNotes to the Condensed Consolidated Financial StatementsItem 2.Management’s Discussion and Analysis of Financial Condition and Results of OperationsItem 3.Quantitative and Qualitative Disclosures About Market RiskItem 4.Controls and Procedures PART II.Other Information Item 1.Legal ProceedingsItem 1A.Risk FactorsItem 2.Unregistered Sales of Equity Securities and Use of ProceedsItem 3.Defaults Upon Senior SecuritiesItem 4.Mine Safety DisclosuresItem 5.Other InformationItem 6.Exhibits SILVACO GROUP, INC.CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS' EQUITY(Unaudited, in thousands except share amounts) SILVACO GROUP, INC.NOTES TO THE CONDENSED CONSOLIDATED FINANCIAL STATEMENTS(Unaudited) 1. Description of Business Silvaco Group, Inc. (“Silvaco,” and the “Company” refers to Silvaco Group Inc. and its subsidiaries, unless the contextspecifically requires otherwise) was incorporated as a Delaware corporation on November 18, 2009. The Company is a providerof technology computer aided design (“TCAD”) software, electronic data automation (“EDA”) software and semiconductorintellectual property (“SIP”). TCAD, EDA and SIP solutions enable semiconductor companies to increase productivity, acceleratetheir products’ time-to-market and reduce their development and manufacturing costs. The Company’s TCAD solutions are usedin the semiconductor industry to model and optimize manufacturing processes and device performance. The Company’s EDAsoftware is used by semiconductor companies to design, simulate, and verify semiconductors. The Company’s SIP portfolioincludes a range of products, including foundation technology, such as standard cells and memory compilers, as well as a suiteof interface technologies. The Company’s customers include semiconductor manufacturers and systems companies that designand manufacture products containing semiconductors. Semiconductors are at the heart of innovation in many industries,includingAI,display,power devices,automotive,memory,hyperscale and cloud computing,internet of things,telecommunications and many more. 2. Summary of Significant Accounting and Reporting Policies Basis of presentation and consolidation The accompanying condensed consolidated financial statements have been prepared in accordance with U.S. GenerallyAccepted Accounting Principles ("GAAP") and include