Silvaco Group (SVCO) Q2 FY26 earnings call

Silvaco Group reported a strong Q2 FY26, marking a significant step in its strategic transformation with a return to non-GAAP operating profitability and robust revenue growth. The company highlighted key partnerships with NVIDIA, Dassault Systems, and Micron, which are expected to strengthen its position in AI-enabled manufacturing. While Q3 guidance was slightly below expectations, management expressed confidence in a record Q4 and double-digit revenue growth for FY27, driven by the IP business and the long-term potential of FTCO.