Gianmarco Conti

should we expect Z4, X4 within the next 12 to 18 months? Or is the bar to upgrade higher now

are you seeing any of your own agentic AI tooling materially compress the internal hardware development time lines

could we start by giving some detail about how can we bridge the gap between ChipStack, which we know is about RTL automation and where it evolves versus Cerebrus

how should we think about a sustainable growth rate in the region beyond what was recouped last quarter? And potentially, if you could give some color on if there's any real risk from yet another ban

what led to Cadence increase in the growth outlook, even though you could not recognize one month of China revenue?

could you perhaps shed some detail into your hardware deliveries this quarter and whether you're seeing the demand for the third generation in-line with what was expected

is it fair to assume that Z3 and X3 is being adopted at a faster pace and that the mix of volume and pricing, is what's driving the strong Q1 guide?

Could you perhaps give us some color on where do you currently sit with customers using it for both front end versus back end

What's driving the lower GAAP EPS guide despite GAAP expenses being lower

what exactly has given the confidence in closing the ANSYS deal in H1 given that your only roadblock is China

could you share any color at this stage? Looking ahead to the next renewal date. On whether you're seeing more of an increased opportunity or potential risk