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how are you not losing share? Is there some nuances that we may be missing
my question is, is that really just a temporary pop given all the things you talked about timing
Wanted to ask if any thoughts you can provide on that particular competitor. And what could be the implications for -- in Applied's market share
You previously said more than $2.5 billion in fiscal, I mean, in probably calendar 2024, and they expect to double that number
any early view you guys can provide on FY '28? I know I'm asking and plus two year here
there seems to be some difference between what you think the contract will expire versus what they think
I don't see a Armv9 contribution number from the shareholder letter, maybe I missed this number
is AI's ability to write software worries you about the defensibility of the EDA base tool business
I think you reported recurring revenue as a percentage in Q2 was 78%. This is probably a multiyear low
the core EDA growth in '24 was somewhere in the high single-digit range. It seems like it had been growing at a more like a double-digit
is this new debate around metrology, x-ray versus optical, you would have the same view, maybe optical eventually win
may I ask what was the big upward revision about? I mean, it happened like a just over 60, 90 days?
wonder what that means to your overall strategy on mask inspection. Mind if you shed some light on that?
Why is it growing this much faster than DRAM WFE? Specifically, is it kind of tied to the EUV insertion DRAM?
So is the 30% still the right number kind of going into the second half of the year?
Why is that correlation breaking down? And what's the outlook going forward from here?
What's the expectation for China revenue contribution into March quarter?
Is there anything that you haven't mentioned?
It looks that domestic China revenue, looks like it's tracking flattish year-over-year. And is that right?
what gives the confidence on the second half IP business, the pickup
you talked about not having the right resources to capture some of the IP opportunity because of -- there was a little bit of focus probably on the foundry side
the sector you are in continue to show a, I mean, continue to show deceleration, I would say, since 2022
What do you do about that on the EDA side? It has been a segment that's kinda growing in the single-digit range for a couple of years
how should we rethink about the long-term IP operating profitability from that perspective
10.1 billion backlog for the quarter exiting July. How much of that was ANSYS backlog and how much of that was legacy Synopsys backlog
are you at a place where maybe you can start to call the direction of China, maybe even the absolute dollar base or percentage-wise
what's the backlog exiting fiscal Q1 '25
was last year kind of hitting a cyclical bottom in terms of EDA revenue growth? Or we still need to weigh a little bit of a recovery
how do you characterize that amount of impact? Is it the material? Or is it -- maybe there is some impact, but it's not quite material for the FY '25 outlook
Synopsys hasn't had this much second half loaded -- you've had second half loaded years, but this loaded, I don't think it has been like this