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Synopsys Inc
SWB:SYP

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Synopsys Inc
SWB:SYP
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Kurs: 426,5 EUR 24,53%
Marktkap.: €41,91 Mrd.

Synopsys Inc
Investor Relations

Synopsys stellt die Software und Tools her, die Chip-Designer verwenden, um Halbleiter zu entwerfen, bevor ein einziger Chip gefertigt wird. Seine Produkte helfen Kunden bei der Schaltungsauslegung, der Verifikation, der Suche nach Bugs und Sicherheitslücken sowie bei der Erstellung der Layoutdaten, die benötigt werden, um ein Design in die Produktion zu überführen. Es verkauft außerdem semiconductor intellectual property, also vorgefertigte Bausteine wie interface controllers und processor-related designs, die Kunden lizenzieren und in ihre eigenen Chips integrieren können. Das Unternehmen verkauft hauptsächlich an Halbleiterhersteller, Elektronikfirmen und große Technologieunternehmen, die kundenspezifische Chips für Telefone, Computer, Autos, Rechenzentren und andere Geräte entwerfen. Synopsys erzielt Einnahmen durch software licenses, subscriptions, and royalties or licensing fees, die mit seiner Design-IP verbunden sind. Es sitzt früh in der Chip-Lieferkette, wo gute Design-Tools Kunden Zeit sparen, Fehler reduzieren und die Markteinführung komplexer Chips ermöglichen können. Was Synopsys unterscheidet, ist, dass es selbst kein Chip-Hersteller ist. Es ist ein zentraler Toolanbieter für die Chipindustrie, der Kunden beim Entwurf und der Validierung fortschrittlicher Halbleiter unterstützt und zugleich wiederverwendbare Bausteine liefert, die in diese Chips eingebettet werden können. Diese Kombination verleiht Synopsys eine zentrale Rolle bei der Entstehung moderner Chips.

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Letzter Earnings Call
Geschäftsperiode
Q1 2026
Datum des Calls
25. Feb 2026
KI-Zusammenfassung
Q1 2026

Strong Start: Synopsys began fiscal 2026 with revenue at the high end of guidance and non-GAAP EPS exceeding expectations, driven by execution and discipline.

Ansys Integration: The Ansys acquisition is contributing robustly, with $866 million in Q1 revenue and strong performance across key industries; joint solution rollouts are set for FY '26.

Guidance Update: Full-year revenue, margin, and cash flow guidance were reiterated, while non-GAAP EPS guidance was raised slightly.

IP Segment: The IP business is expected to see sequential improvement in the second half, especially weighted toward Q4, but muted growth overall for FY '26 as the segment transitions and divestitures proceed.

China Headwinds: China remains challenging due to regulatory restrictions, impacting some segments, but Ansys portfolio growth provided partial offset.

AI and Digital Twin: AI infrastructure demand continues to fuel design activity; Synopsys is integrating advanced AI features and digital twin capabilities, including a deep partnership with NVIDIA.

Backlog and Cash: Backlog stands at $11.3 billion, with free cash flow of $822 million and significant debt repayment in Q1.

Wichtige Finanzkennzahlen
Revenue
$2.41 billion
Non-GAAP Operating Margin
42.1%
GAAP Earnings Per Share
$0.34
Non-GAAP Earnings Per Share
$3.77
Backlog
$11.3 billion
Free Cash Flow
$822 million
Cash and Short-Term Investments
$2.2 billion
Total Debt
$10 billion
Design Automation Segment Revenue
$2 billion
Design Automation Adjusted Operating Margin
47.3%
Design IP Segment Revenue
$407 million
Design IP Adjusted Operating Margin
16.2%
Ansys Revenue (Q1)
$866 million
Q2 Revenue Guidance
$2.225–$2.275 billion
Q2 GAAP Earnings Per Share Guidance
$0.23–$0.43
Q2 Non-GAAP Earnings Per Share Guidance
$3.11–$3.17
Aufzeichnung des Earnings Calls
Weitere Earnings Calls

Geschäftsleitung

Dr. Aart J. de Geus Ph.D.
Co-Founder & Executive Chairman

Dr. Aart J. de Geus is a prominent figure in the semiconductor and electronic design automation (EDA) industry, widely recognized for his role as co-founder and chairman of Synopsys Inc., one of the leading companies in EDA and software design solutions for the global electronics market. Born in the Netherlands, Dr. de Geus has a background in electrical engineering and computer science. He received his Master’s degree in Electrical Engineering from the École Polytechnique Fédérale de Lausanne in Switzerland and earned his Ph.D. in Electrical Engineering from Southern Methodist University in Texas. In 1986, Dr. de Geus co-founded Synopsys Inc., and under his leadership, the company established itself as a pioneer in electronic design automation technology, developing tools and software that enable the design and verification of semiconductor devices, systems-on-chips, and electronic systems. His vision and innovative approach have significantly contributed to advancements in chip design technology and the overall semiconductor industry. Dr. de Geus has been recognized with numerous awards and honors for his contributions to technology and business leadership, including being named a Fellow of the IEEE, receiving the Phil Kaufman Award for Distinguished Contributions to EDA, and being inducted into the National Academy of Engineering. Aside from his professional achievements, Dr. de Geus is known for his commitment to fostering innovation, promoting education in engineering and technology, and supporting initiatives that advance science and technology development globally. His influence extends beyond Synopsys, making him a respected and influential leader in technology.

Mr. Sassine Ghazi
CEO, President & Director

Sassine Ghazi is a prominent figure in the semiconductor industry, currently serving as the President and Chief Operating Officer (COO) of Synopsys Inc., a global leader in electronic design automation (EDA) and semiconductor IP. With a career spanning more than two decades at Synopsys, Ghazi has played a critical role in driving the company's strategic initiatives and operational efficiencies. Ghazi joined Synopsys in 1998 and has held various leadership positions within the company, contributing significantly to its growth and innovation. His expertise in the industry and deep understanding of Synopsys' operations have been pivotal in navigating complex business environments and fostering partnerships that enhance Synopsys' market position. As President and COO, Ghazi oversees the company's global operations, including sales, customer support, and various business units. His leadership is characterized by a strong focus on customer satisfaction, operational excellence, and the continuous development of cutting-edge technology solutions that address the evolving needs of the semiconductor market. Through his tenure, Ghazi has been instrumental in expanding Synopsys' influence and capabilities, ensuring that the company remains at the forefront of technological advancements in the semiconductor sector. His forward-thinking approach and commitment to innovation continue to drive Synopsys' success in the competitive landscape of the technology industry.

Ms. Shelagh Glaser
Chief Financial Officer

Shelagh Glaser serves as the Chief Financial Officer (CFO) at Synopsys Inc., a company known for its software and services in electronic design automation and semiconductor IP. In her role, Glaser is responsible for driving Synopsys's global financial strategy and operations, including overseeing financial planning, analysis, accounting, investor relations, and tax functions. Before joining Synopsys, Glaser held a significant position at Intel Corporation, where she worked for over three decades. During her tenure at Intel, she held various leadership roles, including Chief Financial Officer and Chief Operating Officer for the Data Center Group and Vice President of Finance. Her extensive experience at Intel helped her gain deep expertise in financial management, strategic planning, and operational efficiency. Glaser holds a Bachelor’s degree in Economics from the University of Michigan and a Master of Business Administration (MBA) from Carnegie Mellon University. Known for her strong leadership skills and financial acumen, she plays a critical role in shaping the financial architecture of Synopsys, ensuring long-term profitability and growth.

Mr. John F. Runkel Jr.
General Counsel & Corporate Secretary

John F. Runkel Jr. served as a prominent executive at Synopsys Inc., a leading company in the field of electronic design automation (EDA). Runkel held significant roles in the legal and corporate strategies of the company. As General Counsel, he was responsible for overseeing the company's legal affairs, ensuring compliance with international regulations, and protecting Synopsys' intellectual property rights. Throughout his tenure, Runkel played an essential role in guiding Synopsys through numerous legal and business challenges. His expertise was instrumental in driving the company’s growth and maintaining its position as a leader in the technology industry. Runkel's career at Synopsys was marked by his dedication to effective corporate governance and his strategic insight into legal matters that impacted the technology sector. His contributions went beyond legal counsel, encompassing various aspects of corporate strategy and operations.

Mr. Richard S. Mahoney
Chief Revenue Officer

Mr. Richard S. Mahoney is a seasoned executive known for his strategic leadership and expertise in the technology sector. He was significantly associated with Synopsys Inc., a leading provider of electronic design automation (EDA) software and semiconductor intellectual property. At Synopsys, Mr. Mahoney has served in various capacities, contributing to the company's growth and innovation in the semiconductor industry. During his tenure, Mr. Mahoney enhanced Synopsys's market position by focusing on expanding its product offerings and forging strategic alliances. His efforts were pivotal in driving the company's growth in new technology areas and strengthening its leadership in EDA tools and solutions. Mr. Mahoney’s leadership style is characterized by a focus on innovation, operational excellence, and customer satisfaction. His contributions to the technology industry extend beyond Synopsys, as he has been involved in several initiatives promoting the advancement of electronic design technologies. Mr. Mahoney is respected for his visionary approach and ability to navigate complex business environments, making significant impacts on the organizations he is part of.

Mr. Sudhindra Kankanwadi
Senior VP of Finance, Chief Accounting Officer & Corporate Controller
Keine Biografie verfügbar
Mr. Shankar Krishnamoorthy
Head of Technology & Product Development

Shankar Krishnamoorthy is a prominent executive in the semiconductor industry, serving as the General Manager of the Semiconductors & Systems Design Group at Synopsys Inc. With more than 25 years of experience, he has a strong track record in EDA software development, with expertise in physical design, logic synthesis, and design for test technologies. Before joining Synopsys, he was part of Magma Design Automation, where he played a critical role in driving innovations. At Synopsys, he is involved in developing and enhancing advanced technology solutions that address the complexities of semiconductor design, which is pivotal for companies developing next-generation computing systems. Known for his leadership and technical foresight, Krishnamoorthy is an influential figure in pushing the boundaries of EDA technologies.

Mr. Sriram Sitaraman
Senior VP & Chief Information Officer
Keine Biografie verfügbar
Ms. Ann Minooka
Chief Marketing Officer
Keine Biografie verfügbar
Ms. Jill Larsen
Chief People Officer

Jill Larsen is the Chief People Officer at Synopsys Inc., a leading company in electronic design automation and software security. In her role as Chief People Officer, she is responsible for overseeing the company's human resources strategies and initiatives, including talent acquisition, employee engagement, leadership development, diversity and inclusion, and organizational effectiveness. With her extensive experience in human resources and leadership roles, Jill Larsen plays a key role in fostering a workplace culture that supports innovation, collaboration, and growth within Synopsys. Prior to joining Synopsys, she held various HR leadership positions in other prominent companies, contributing to her deep expertise in managing and developing global human resources functions.

Kontakt

Adresse
CALIFORNIA
Mountain View
690 E Middlefield Rd
Kontakt
+16505845000.0
www.synopsys.com
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