Synopsys outlines $9.56B–$9.66B revenue target for 2026 as Ansys integration advances

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• Reiterating full year revenue, non-GAAP operating margin and cash flow guidance while raising non-GAAP EPS guidance for the full year

  80% confidence

• Confidence in IP business pickup is driven by the design starts and the breadth of the portfolio

  80% confidence

• Feeling great about the progress being made on the roadmap

  80% confidence

• There's a much bigger opportunity and growth opportunity for the interface IP, which is where investments will focus

  80% confidence

• Q1 '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% confidence

• Synopsys won a marquee emulation win versus the incumbent at a leading AI HPC customer

  80% confidence

• With muted growth in IP, we get muted operating margin; expectation is that once titles are on time, it's a very good business

  80% confidence

• Q1 2026 achieved revenue at the high end of guidance and non-GAAP EPS exceeded guidance

  80% confidence

• Synopsys has the right skills and is putting the right resources and priority to deliver on time and schedule for IP titles

  80% confidence

• 2026 is the year Synopsys begins delivering on the technology promise of the Synopsys plus Ansys combination

  80% confidence

• Backlog ended at $11.3 billion, underscoring strong and resilient business model

  80% confidence

• Classic Synopsys was down slightly in China, whereas Ansys portfolio performed fairly well due to export restrictions and customer behavior shifts to domestic foundries

  80% confidence

• The first half of 2026 will deliver the first wave of joint Synopsys-Ansys solutions; monetization to start in FY 2027

  80% confidence

• Hardware business had a record year last year and expectation is to continue delivering given demand and complexity

  80% confidence

• AI agents for chip design cannot hallucinate and must be 100% accurate as you move through the workflow

  80% confidence

• Backlog building and consumption is an ebb and flow; sitting at $11.3 billion of backlog feels great

  80% confidence

• Ansys now supports more than 90% of the top 100 automotive suppliers

  80% confidence

• Advanced nodes saw 100% usage on critical tape-outs at 2-nanometer and below

  80% confidence

• AI isn't disrupting our business. It's amplifying our strategic advantage.

  80% confidence

• 2026 is a transitional year for Design IP segment, with focus on aligning the fastest-growing segments of the silicon market

  80% confidence