Earnings summaries and quarterly performance for SYNOPSYS.
Executive leadership at SYNOPSYS.
Board of directors at SYNOPSYS.
Ajei Gopal
Director
Bruce Chizen
Director
Janice Chaffin
Director
Jeannine Sargent
Director
John Schwarz
Lead Independent Director
Luis Borgen
Director
Mercedes Johnson
Director
Ravi Vijayaraghavan
Director
Robert Painter
Director
Research analysts who have asked questions during SYNOPSYS earnings calls.
Jason Celino
KeyBanc Capital Markets
9 questions for SNPS
Jay Vleeschhouwer
Griffin Securities, Inc.
8 questions for SNPS
Lee Simpson
Morgan Stanley
7 questions for SNPS
Charles Shi
Needham & Company
6 questions for SNPS
Harlan Sur
JPMorgan Chase & Co.
6 questions for SNPS
Joe Vruwink
Baird
6 questions for SNPS
Ruben Roy
Stifel Financial Corp.
6 questions for SNPS
Joshua Tilton
Wolfe Research
5 questions for SNPS
Siti Panigrahi
Mizuho Securities
4 questions for SNPS
Gary Mobley
Loop Capital
3 questions for SNPS
Joe Quatrochi
Wells Fargo
3 questions for SNPS
Joseph Vruwink
Baird
3 questions for SNPS
Nay Soe Naing
Berenberg Capital Markets LLC
3 questions for SNPS
Sitikantha Panigrahi
Mizuho
3 questions for SNPS
Vivek Arya
Bank of America Corporation
3 questions for SNPS
Blair Abernethy
Rosenblatt Securities Inc.
2 questions for SNPS
Gianmarco Conti
Deutsche Bank AG
2 questions for SNPS
Liam Pharr
Bank of America Securities
2 questions for SNPS
James Schneider
Goldman Sachs
1 question for SNPS
Joseph Quatrochi
Wells Fargo Securities, LLC
1 question for SNPS
Kelsey Chia
Citigroup Inc.
1 question for SNPS
Yu Shi
Susquehanna International Group, LLP
1 question for SNPS
Recent press releases and 8-K filings for SNPS.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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
Quarterly earnings call transcripts for SYNOPSYS.
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