Sign in

You're signed outSign in or to get full access.

SYNOPSYS (SNPS)

--

Earnings summaries and quarterly performance for SYNOPSYS.

Research analysts who have asked questions during SYNOPSYS earnings calls.

Jason Celino

Jason Celino

KeyBanc Capital Markets

9 questions for SNPS

Also covers: ADSK, AZPN, BSY +12 more
JV

Jay Vleeschhouwer

Griffin Securities, Inc.

8 questions for SNPS

Also covers: ADBE, ADSK, BSY +2 more
Lee Simpson

Lee Simpson

Morgan Stanley

7 questions for SNPS

Also covers: ARM, CDNS, IFNNY +1 more
Charles Shi

Charles Shi

Needham & Company

6 questions for SNPS

Also covers: ACLS, ACMR, ALTR +18 more
HS

Harlan Sur

JPMorgan Chase & Co.

6 questions for SNPS

Also covers: ADI, ALAB, AMAT +16 more
Joe Vruwink

Joe Vruwink

Baird

6 questions for SNPS

Also covers: ADSK, BSY, CDNS +11 more
RR

Ruben Roy

Stifel Financial Corp.

6 questions for SNPS

Also covers: CDNS, CIEN, CLS +13 more
JT

Joshua Tilton

Wolfe Research

5 questions for SNPS

Also covers: ADSK, ALTR, BSY +17 more
SP

Siti Panigrahi

Mizuho Securities

4 questions for SNPS

Also covers: ADSK, BSY, CDNS +15 more
Gary Mobley

Gary Mobley

Loop Capital

3 questions for SNPS

Also covers: ALGM, CDNS, CRUS +8 more
Joe Quatrochi

Joe Quatrochi

Wells Fargo

3 questions for SNPS

Also covers: AEIS, ALGM, AMAT +11 more
Joseph Vruwink

Joseph Vruwink

Baird

3 questions for SNPS

Also covers: ADSK, ANSS, BSY +13 more
NS

Nay Soe Naing

Berenberg Capital Markets LLC

3 questions for SNPS

Also covers: CDNS, PTC, TRMB
SP

Sitikantha Panigrahi

Mizuho

3 questions for SNPS

Also covers: ADSK, BSY, CDNS +13 more
VA

Vivek Arya

Bank of America Corporation

3 questions for SNPS

Also covers: ADI, ALGM, AMAT +23 more
BA

Blair Abernethy

Rosenblatt Securities Inc.

2 questions for SNPS

Also covers: ALTR, BSY, CDNS +6 more
GC

Gianmarco Conti

Deutsche Bank AG

2 questions for SNPS

Also covers: CDNS
Liam Pharr

Liam Pharr

Bank of America Securities

2 questions for SNPS

Also covers: AMBA, NVMI, SWKS
JS

James Schneider

Goldman Sachs

1 question for SNPS

Also covers: ACN, AMAT, AMKR +27 more
Joseph Quatrochi

Joseph Quatrochi

Wells Fargo Securities, LLC

1 question for SNPS

Also covers: AEIS, ALGM, AMAT +10 more
KC

Kelsey Chia

Citigroup Inc.

1 question for SNPS

Also covers: MPWR
YS

Yu Shi

Susquehanna International Group, LLP

1 question for SNPS

Also covers: ACLS, ACMR, AMAT +11 more

Recent press releases and 8-K filings for SNPS.

Synopsys collaborates with Lightmatter on co-packaged optics IP
SNPS
New Projects/Investments
  • Synopsys and Lightmatter partner to integrate Synopsys’ 224G SerDes and UCIe IP for 3nm into Lightmatter’s Passage™ 3D Co-Packaged Optics platform, targeting low-latency, high-bandwidth connectivity for AI accelerators.
  • Key benefits include optimized bandwidth and energy efficiency, reduced design risk via pre-verified IP, and accelerated co-design using Synopsys’ AI-powered EDA tools.
  • Synopsys SVP Neeraj Paliwal highlights delivery of a high-bandwidth, low-latency, energy-efficient solution bridging silicon and photonic architectures.
  • Analyst commentary from 650 Group underscores the collaboration as a critical step for scaling next-generation AI clusters with validated CPO roadmaps.
Jan 27, 2026, 4:00 AM
Synopsys warns memory chip shortage to persist through 2027
SNPS
  • Synopsys CEO Sassine Ghazi forecasts that the global memory chip shortage driven by the AI infrastructure buildout will persist through 2026–2027 as demand outpaces supply.
  • Leading memory makers (Samsung, SK Hynix and Micron) are allocating most HBM and other memory to AI data centers and servers, leaving consumer electronics under-supplied.
  • The tight market has granted memory manufacturers strong pricing power, prompting warnings of higher end-product prices in smartphones and laptops.
  • Reports estimate that global AI infrastructure investment will exceed $500 billion in 2026, intensifying demand for memory components.
Jan 26, 2026, 1:04 PM
Synopsys faces investor investigation after Q3 2025 earnings miss
SNPS
Legal Proceedings
  • The Law Offices of Frank R. Cruz is investigating whether Synopsys’s board breached fiduciary duties to shareholders.
  • Synopsys reported Q3 2025 revenue of $1.740 billion, below guidance of $1.755–1.785 billion, and net income of $242.5 million, a 43% YoY decline.
  • The Design IP segment generated $426.6 million (≈25% of total revenue), down 7.7% YoY; full-year 2025 Design IP revenues are expected to decline by at least 5%.
  • Shares fell 35.8% (–$216.59) to $387.78 on September 10, 2025, on unusually heavy trading volume.
Jan 22, 2026, 9:24 PM
Synopsys addresses Q3 headwinds and Ansys integration at Needham Conference
SNPS
Guidance Update
M&A
  • Synopsys faced three headwinds in fiscal Q3—China EDA restrictions delaying IP deals, a foundry customer slowdown, and resource shifts to HPC titles—and assumes these factors will persist in its 2026 guidance.
  • The Ansys acquisition delivered strong performance in 2025 driven by its leading simulation and analysis portfolio, with another strong growth year forecast for 2026.
  • Integration progress includes accelerated cost synergies, completion of term-loan deleveraging in H1 2026, and a targeted $400 million revenue synergy run rate by year four.
  • Synopsys sold its ARC processor IP to Global to sharpen focus on interface and essential IP, aligning resources with its core strategic priorities.
  • The EDA business remains a ‘tale of two markets’—AI-driven high-performance workloads versus slower consumer/industrial segments—and Synopsys is developing joint EDA-Ansys tools to tackle PPA and yield challenges earlier in design cycles.
Jan 15, 2026, 7:15 PM
Synopsys details 2026 outlook drivers and Ansys integration progress
SNPS
M&A
Guidance Update
Revenue Acceleration/Inflection
  • Synopsys identified three headwinds in its IP business—China EDA restrictions causing customer uncertainty, challenges at a major foundry customer, and resource shifts to HPC titles—that led to a meaningful Q3 outlook cut, with these China-related uncertainties expected to persist in 2026.
  • The acquired Ansys simulation portfolio delivered strong growth in 2025 and is forecast for further robust performance in 2026, driven by broad applicability across R&D and low current penetration of simulation tools.
  • Post-close Ansys integration is proceeding smoothly, with accelerated cost synergies via restructuring, term-loan deleveraging expected in H1 2026, and a $400 million revenue synergy run rate targeted by year four through a joint roadmap.
  • Synopsys divested its ARC processor IP to focus on interface and essential IP leadership, aligning resources with core strategic priorities and matching the asset to a better strategic fit.
Jan 15, 2026, 7:15 PM
Synopsys outlines 2026 outlook drivers and Ansys integration progress
SNPS
M&A
Guidance Update
  • Fiscal Q3 headwinds in IP—driven by China EDA restrictions, a foundry customer slowdown, and resource shifts to HPC—led to a conservative 2026 guide assuming continued China uncertainty and no foundry rebound.
  • Ansys performance remained strong in 2025; cost synergies are accelerating, term-loan deleveraging completes in H1 2026, and $400 million in revenue synergies are targeted by year four, with first joint solutions due in 2026.
  • IP focus refocuses on interface and essential IP: the ARC processor portfolio was divested to prioritize core growth areas, while exploring selective NRE, usage-fee, and royalty models with data-center AI customers.
  • EDA growth drivers include migrating to GPU-accelerated compute, developing agentic AI for design automation, and offering integrated EDA-Ansys workflows to address PPA and yield challenges earlier in the design cycle.
  • China outlook remains cautious amid ongoing customer hesitation; Synopsys continues investing and engaging locally without assuming a material recovery in 2026.
Jan 15, 2026, 7:15 PM
Synopsys to sell Processor IP business to GlobalFoundries
SNPS
M&A
  • GlobalFoundries signed a definitive agreement to acquire Synopsys’ Processor IP Solutions business (including ARC-V, ARC Classic CPU IP, DSP, NPU lines, MetaWare toolkits and ASIP tools); deal expected to close in H2 2026 pending regulatory approvals.
  • The acquisition will build a broader “Physical AI” platform by combining processor IP, software tools and foundry capabilities to simplify development of energy-efficient, edge and real-world AI devices.
  • Synopsys will retain its interface and foundation IP (libraries, memories, interfaces, security and subsystems) and calls the divestment not material to its business; financial terms are undisclosed.
  • The transaction includes transfer of engineering and design teams to GlobalFoundries/MIPS, with both companies committed to support affected employees, customers and partners through the transition.
Jan 14, 2026, 2:21 PM
Synopsys showcases vision for AI-driven, software-defined automotive engineering at CES 2026
SNPS
Product Launch
New Projects/Investments
  • Synopsys is demonstrating AI-driven, software-defined automotive engineering solutions at CES 2026 to virtualize system-level simulation, accelerate development, and reduce complexity and cost.
  • The company unveiled partnerships with the FIA to enhance single-seater safety standards and integrated the Samsung ISOCELL Auto 1H1 into Ansys AVxcelerate Sensors for high-fidelity, real-world condition simulation.
  • Synopsys Virtualizer Developer Kits (VDKs) for Arm Zena CSS, NXP S32N7, TI TDA5, and SiMa.ai architectures enable software bring-up days after silicon availability, cutting prototyping costs by 20–60% and shortening time-to-market by up to 12 months.
  • CEO Sassine Ghazi will discuss the future of automotive engineering—from AI to digital prototyping—on the Six Five Podcast, highlighting Synopsys’ leadership in software-defined vehicle development.
Jan 6, 2026, 2:05 PM
Synopsys shareholders reminded of class action deadline
SNPS
Legal Proceedings
  • Synopsys, Inc. (NASDAQ: SNPS) is named in a class action covering December 4, 2024 to September 9, 2025, with a lead plaintiff deadline of December 30, 2025.
  • The complaint alleges Synopsys failed to disclose that its increased focus on AI customers requiring additional customization was eroding the economics of its Design IP business.
  • It further claims certain roadmap and resource decisions were unlikely to yield intended results, negatively impacting financial performance.
  • As a result, Synopsys’s positive statements about its business and prospects are alleged to have been materially misleading.
Dec 29, 2025, 5:09 PM
Synopsys lead plaintiff deadline December 30, 2025
SNPS
Legal Proceedings
  • Class action filed for Synopsys, Inc. (NASDAQ: SNPS) covering Dec 4, 2024–Sep 9, 2025; lead plaintiff motions due by December 30, 2025
  • Complaint alleges executives misled investors by not disclosing that increased AI‐customer focus was undermining Design IP economics, derailing roadmap/resource decisions and harming financial results
Dec 23, 2025, 5:07 PM