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    Gianmarco Conti • Deutsche Bank AG

    Gianmarco Conti's questions to Cadence Design Systems Inc (CDNS) leadership

    Gianmarco Conti's questions to Cadence Design Systems Inc (CDNS) leadership • Q2 2025

    Question

    Gianmarco Conti from Deutsche Bank inquired about the drivers behind the increased full-year growth outlook, despite the temporary revenue impact from China.

    Answer

    SVP & CFO John Wall stated that strong, broad-based demand across all geographies, particularly from AI and HPC workloads, more than compensated for any softness in China. President & CEO Anirudh Devgan added that all business lines showed strength, including a record revenue quarter for hardware, strong IP demand from new foundries, and momentum in system design.

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    Gianmarco Conti's questions to Cadence Design Systems Inc (CDNS) leadership • Q1 2025

    Question

    Gianmarco Conti asked for details on hardware deliveries, demand for the Gen 3 platforms, and whether the Mexico assembly operations could face capacity issues due to tariffs.

    Answer

    CFO John Wall stated that hardware revenue continues to be limited by production capacity as demand outstrips supply. He and CEO Anirudh Devgan reiterated that their resilient and diversified supply chain, which includes multiple lines and building in-market for the U.S., minimizes any direct impact from tariffs on their hardware business.

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    Gianmarco Conti's questions to Cadence Design Systems Inc (CDNS) leadership • Q4 2024

    Question

    Gianmarco Conti of Deutsche Bank asked about the hardware business, specifically if the new Z3 and X3 systems are being adopted faster than expected and if the strong backlog indicates future revenue acceleration.

    Answer

    CFO John Wall confirmed a "tremendously strong" bookings quarter for hardware in Q4 with a strong backlog entering Q1. CEO Anirudh Devgan described hardware demand as "phenomenal," attributing the success of Palladium Z3 and Protium X3 to their superior custom ASIC architecture, which provides a significant competitive advantage, especially for large AI chip designs.

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    Gianmarco Conti's questions to Synopsys Inc (SNPS) leadership

    Gianmarco Conti's questions to Synopsys Inc (SNPS) leadership • Q2 2025

    Question

    Gianmarco Conti from Deutsche Bank asked about the renewal opportunity with major customers like Intel and whether R&D spending is shifting more towards EDA tools. He also requested more detail on the company's confidence in closing the ANSYS deal in the first half of the year, given that China is the only remaining regulatory hurdle.

    Answer

    CEO Sassine Ghazi explained that growth opportunities arise whenever customers invest in their roadmaps, such as moving to new process nodes or adopting multi-die architectures, which drives demand for new technology. Regarding the ANSYS deal, he reiterated high confidence based on the active and ongoing negotiations with China's SAMR and the deal's strong merits, which led to swift approvals in other jurisdictions.

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    Gianmarco Conti's questions to Synopsys Inc (SNPS) leadership • Q2 2025

    Question

    Gianmarco Conti from Deutsche Bank asked about the opportunity and risk profile of upcoming large customer renewals and whether R&D spending is shifting more towards EDA tools. He also requested more detail on the company's confidence in closing the Ansys deal in H1 2025, given China is the only remaining hurdle.

    Answer

    CEO Sassine Ghazi explained that growth opportunities are driven by customers pushing their roadmaps with increased complexity, such as new process nodes or multi-die architectures. He reiterated high confidence in the Ansys deal timeline, stating it is based on the active, merit-based negotiations currently underway with China's regulatory body, SAMR.

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