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Analyst
Gianmarco Conti
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 12on tracked calls
- Challenge rate
- 0%none of 12 questions
- Companies
- 2questioned at least once
- Reporting periods
- 7with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 12 of 12 questions from 2 companies
CDNSCadence Design Systems8 questions · 7 reporting periods · 0 of 8 challenging
Calendar 2026 Q2
Maybe if you could share a few more words on Intel Win, exactly what does that entail? What parts of the portfolio?
Show response
Devgan gave scope but no contract size; Wall volunteered that second-half expense includes investment around Intel and Hexagon integration.
Calendar 2026 Q1
should we expect Z4, X4 within the next 12 to 18 months? Or is the bar to upgrade higher now
Show response
Devgan confirmed Z4 and Z5 are in design but declined to give timing. Z3 supports 1 trillion transistors while biggest current systems are 100-200 billion. Assured Z4 before 2030.
are you seeing any of your own agentic AI tooling materially compress the internal hardware development time lines
Show response
Devgan said they use their own EDA and agentic products internally in both hardware design and IP teams to boost productivity rather than scaling headcount.
Calendar 2025 Q4
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
Show response
Anirudh outlined multiple agentic flows: ChipStack for front-end RTL/verification, Cerebrus for physical implementation, analog migration, and packaging/system design. On startups: 10,000-person R&D team with 3,000 AE support. Startups succeed where Cadence doesn't focus.
Calendar 2025 Q3
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
Show response
Anirudh expects China to grow in FY2025, difficult to predict how much. Design activity strong. Strength is broad-based across all geographies, not indexed to any particular country. John Wall reminded outlook assumes today's export regime remains similar.
Calendar 2025 Q2
what led to Cadence increase in the growth outlook, even though you could not recognize one month of China revenue?
Show response
John Wall noted strength in other regions more than offset China. Backlog stronger than expected despite restrictions. Anirudh highlighted record hardware quarter.
Calendar 2025 Q1
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
Show response
John Wall confirmed hardware demand exceeds production capacity. U.S. market served from U.S. production, international from non-U.S. No direct tariff impact.
Calendar 2024 Q4
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?
Show response
John Wall confirmed strong hardware backlog for H1. Revenue shape more normal: ~24% each Q1/Q2, with Q4 higher than Q3. Anirudh cited 10-year lead in custom ASIC emulation.
SNPSSynopsys4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 2026 Q1
What's driving the lower GAAP EPS guide despite GAAP expenses being lower
Show response
CFO attributed GAAP EPS delta to ANSYS acquisition amortization schedule rolling through over several years, plus one-time restructuring charges in FY26-27.
Could you perhaps give us some color on where do you currently sit with customers using it for both front end versus back end
Show response
CEO said task agents active in both front-end (earlier opportunity due to bottleneck) and back-end. Formal verification highlighted as area where agent orchestration accelerates coverage. More detail at Converge.
Calendar 2025 Q2
what exactly has given the confidence in closing the ANSYS deal in H1 given that your only roadblock is China
Show response
CEO cited active SAMR negotiations and phase one clearances in all other jurisdictions as basis for confidence. Merits of the deal driving approval expectations.
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
Show response
CEO explained renewals are opportunities when customers push roadmaps to new nodes, new markets, or adopt multi-die methodologies, creating upsell for new EDA/IP/hardware.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| CDNS Cadence Design Systems | 8 | 0%none of 8 questions |
| SNPS Synopsys | 4 | 0%none of 4 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 3 | 0%none of 3 questions | 2 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 4 | 0%none of 4 questions | 2 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q23 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q14 questions · challenge rate 0% (none of 4 questions) · 2 companies
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth3
- Innovation & R&D3
- Product Launch3
- Cloud & AI3
- Competitive Dynamics2
- Geographic Expansion2
- Trade Tariffs2
- Demand2
- Guidance Reliability1
- Margin1
Show all 12 topics
- M&A1
- Regulation Policy1