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Analyst
Liam Pharr
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 5).
- Questions
- 13on tracked calls
- Challenge rate
- 8%1 of 13 questions
- Companies
- 3questioned at least once
- Reporting periods
- 5with 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 13 of 13 questions from 3 companies
SNPSSynopsys6 questions · 3 reporting periods · 1 of 6 challenging
Calendar 2026 Q2
in regards to your largest customer, it sounds like 18 a and 14 a pipeline is building. Have you seen any of that benefit
Show response
Sassine clarified that Intel Foundry pipeline benefits are not yet in FY2026 guidance, as engagements are still in evaluation phase before production commitment.
new investors, new board members, what do you expect to change from pricing or operational perspective
Show response
Sassine framed three areas of alignment with Elliott: value creation, monetization opportunity, and operating margin improvement. Noted 300bps+ margin improvement delivery this year.
Calendar 2026 Q1
What have you noticed by way of cost or revenue synergies thus far for fiscal '26 as been speaking with customers on joint Synopsys Ansys products
Show response
CEO said joint solution monetization starts FY27. CFO added cross-selling training complete, revenue synergies underway. $400M revenue synergy run rate by year 4, $400M cost synergy run rate by year 3 being accelerated.
what are the puts and takes around it being flat or even growing year-over-year this year
Show response
CEO confirmed China Q1 in line. Classic Synopsys down slightly, ANSYS performing well in unrestricted markets. Domestic competitors gaining share from restricted customers.
Calendar 2025 Q2
if in the scenario that the deal gets pushed out or doesn't close, what's the plan B
Show response
CEO deflected plan B question, saying deal completion is the only scenario being considered given approvals across all other jurisdictions and active SAMR negotiations.
On your largest customer, they've been reducing R&D spend. Is that still a growth area for you
Show response
CEO noted Intel's multiyear committed agreements protect EDA software; some IP/hardware pull-down timing may fluctuate but commitments are non-cancelable.
SWKSSkyworks Solutions5 questions · 3 reporting periods · 0 of 5 challenging
Calendar 2025 Q4
is it growing faster or slower than the overall, you know, segment average?
Show response
Phil confirmed data center growing faster than overall broad markets with better-than-corporate-average margins. Power isolation products in high demand as data centers move to higher voltage. On WiFi portfolio overlap with Qorvo, committed to customer continuity and will evaluate best decisions going forward.
do you mean that you know, that offset is from the 17 becoming a greater part of the overall mix or by expected shifts between models of the same generation?
Show response
Phil clarified the mix uncertainty applies broadly, neither Skyworks nor the customer knows how models will sell. Guidance is one quarter at a time. Content expected stable on blended basis but quarterly dynamics depend on model performance.
Calendar 2025 Q2
what is your content visibility in flagship phones into next year?
Show response
Phil noted next content down-selection happens late fall/January timeframe. No additional visibility beyond what already shared. Encouraged by RF content growth trends from internal modem, more transmit capability, and potential refresh cycle.
has there been any material change there over the last kind of 90 days or 6 months as you kind of continue to work for those sockets
Show response
Phil described highly competitive pricing environment with very capable competitors. No material change in pricing dynamics over past 90 days. Long-term content drivers include internal modem, more transmit capability, and AI-driven refresh cycles.
Calendar 2024 Q4
with the competitor sort of exiting that market, what is your longer-term strategy for China? And if you could how do you expect tariffs to come into play
Show response
China strategy remains selective, focusing on high-end sockets only. Did not address tariff question. Design win momentum starting to convert to revenue.
QCOMQualcomm2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2026 Q2
how are you thinking about potential for U.S.-China restrictions impacting your data center business? And how is that factored into your decision-making leading up to kind of this ramp in fiscal '27?
Show response
A brief two-sentence answer confirming current engagements are unrestricted but with no discussion of scenario planning for the fiscal 2027 ramp.
how are you thinking about handset market TAM for Qualcomm in 2027 if memory prices continue to be a headwind. Is it going to continue to kind of remain suppressed?
Show response
Quantified both the market decline and the EPS impact, framing the greater than $1.50 as a potential tailwind when conditions normalize.
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 |
|---|---|---|
| SNPS Synopsys | 6 | 17%1 of 6 questions |
| SWKS Skyworks Solutions | 5 | 0%none of 5 questions |
| QCOM Qualcomm | 2 | —Rate withheld: fewer than 3 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 | No questions recorded | — | — |
| 2025 Q2 | 4 | 25%1 of 4 questions | 2 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 4 | 0%none of 4 questions | 2 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q1No questions recorded
- 2025 Q24 questions · challenge rate 25% (1 of 4 questions) · 2 companies
- 2025 Q3No questions recorded
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q24 questions · challenge rate 0% (none of 4 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics7
- Demand4
- Revenue Growth3
- M&A3
- Regulation Policy2
- Cloud & AI2
- Trade Tariffs2
- Margin2
- Cost Pressure1
- Capital Allocation1
Show all 11 topics
- Innovation & R&D1