Synopsys outlines $9.56B–$9.66B revenue target for 2026 as Ansys integration advances
View original at seekingalpha.comSynopsys outlines $9.56B–$9.66B revenue target for 2026 as Ansys integration advances Earnings Call Insights: Synopsys (SNPS) Q1 2026 MANAGEMENT VIEW * CEO Sassine Ghazi highlighted a strong start to Synopsys’ 40th anniversary year, emphasizing an expanded portfolio and leadership positions, stating, "In Q1, we achieve…
O que extraímos desta fonte
The claims Via News extracted from this document. We point to the source; we don't replace it.
Reiterating full year revenue, non-GAAP operating margin and cash flow guidance while raising non-GAAP EPS guidance for the full year
80% confidenceConfidence in IP business pickup is driven by the design starts and the breadth of the portfolio
80% confidenceFeeling great about the progress being made on the roadmap
80% confidenceClassic Synopsys was down slightly in China, whereas Ansys portfolio performed fairly well due to export restrictions and customer behavior shifts to domestic foundries
80% confidenceThere's a much bigger opportunity and growth opportunity for the interface IP, which is where investments will focus
80% confidenceAI isn't disrupting our business. It's amplifying our strategic advantage.
80% confidenceThe first half of 2026 will deliver the first wave of joint Synopsys-Ansys solutions; monetization to start in FY 2027
80% confidenceQ1 '26 marked a strong start to the year with revenue at the upper end of guided range, non-GAAP operating margin of 42.1% and non-GAAP EPS above guidance
80% confidenceSynopsys won a marquee emulation win versus the incumbent at a leading AI HPC customer
80% confidenceHardware business had a record year last year and expectation is to continue delivering given demand and complexity
80% confidenceAI agents for chip design cannot hallucinate and must be 100% accurate as you move through the workflow
80% confidenceWith muted growth in IP, we get muted operating margin; expectation is that once titles are on time, it's a very good business
80% confidenceQ1 2026 achieved revenue at the high end of guidance and non-GAAP EPS exceeded guidance
80% confidenceSynopsys has the right skills and is putting the right resources and priority to deliver on time and schedule for IP titles
80% confidence2026 is the year Synopsys begins delivering on the technology promise of the Synopsys plus Ansys combination
80% confidenceBacklog building and consumption is an ebb and flow; sitting at $11.3 billion of backlog feels great
80% confidenceAnsys now supports more than 90% of the top 100 automotive suppliers
80% confidenceAdvanced nodes saw 100% usage on critical tape-outs at 2-nanometer and below
80% confidence2026 is a transitional year for Design IP segment, with focus on aligning the fastest-growing segments of the silicon market
80% confidenceBacklog ended at $11.3 billion, underscoring strong and resilient business model
80% confidence