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    John Marco Conti

    Wall Street Analyst at Deutsche Bank

    Gianmarco Conti is a Wall Street Analyst at Deutsche Bank specializing in cross-regional equity research with coverage spanning the Germany, France, US, and UK markets. He actively tracks and rates multiple companies, including Cadence Design Systems (CDNS), Temenos (CH:TEMN), and Atos (FR:ATO), and has issued 86 ratings with a success rate of 52% and an average return per rating of 0.4%, with his most profitable call delivering a 57.7% return. Since joining Deutsche Bank in 2022, he has focused on general sectors and has quickly established himself as a broad-market analyst, ranking #5,670 out of 9,444 on TipRanks. While specifics regarding FINRA registration or additional credentials are not publicly listed, his track record and breadth of coverage underscore his analytical expertise.

    John Marco Conti's questions to CADENCE DESIGN SYSTEMS (CDNS) leadership

    John Marco Conti's questions to CADENCE DESIGN SYSTEMS (CDNS) leadership • Q3 2024

    Question

    John Marco Conti asked about customer appetite for the Cadence.AI suite and its potential to be a material growth driver in 2025. He also questioned if the hardware 'air pocket' would resolve in Q4 and what visibility the company has for 2025.

    Answer

    CEO Anirudh Devgan stated that the Cadence.AI portfolio is seeing exceptional traction, with sales nearly tripling over the past year and engagement from all top customers. CFO John Wall noted that hardware demand is very robust and the Q4 pipeline is strong, but it is too early to provide a 2025 outlook before converting the Q4 business.

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