Siti Panigrahi

what kind of impact are you seeing from the new transaction model?

What competitive displacement trends are you seeing?

Should we think about the cross-sell more on the second renewal time when your direct sales engage there

just wanted to understand the linearity that you saw in the quarter

if you exclude that, where do you see some of the operating leverages that you can drive in next year or so?

you said $0.28 dilution, but you lowered only $0.20. Just want to clarify that your organic basis, you raised by $0.08 EPS

Could you give an update like what you saw in Q1? And are the HBM, LPDDR6 and all that remaining still the key drivers

Can you give us some color in any kind of improvement on your traditional semi segment versus AI or automobile

Help us understand your strategy. You made acquisition last year, BETA CAE and this year, again, you've announced MSC software

How do you characterize the demand for your traditional semi customer versus systems like hyperscaler, that segment?

we saw DeepSeek early this year. Wondering how that's impacting the design velocity or even how you see the compute capacity will change

Help us understand how is that driving your ACV uplift right now? Are you seeing more impacts on which segment, like digital design, verification

the market is worried about AI disrupting software and in fact, your business, less QuickBooks but more tax. Can you help us understand like what is the disconnect?

it's been a year and you had 250 sales set, how is the productivity has been going on? And any plan to add more headcounts

as you look at fiscal '26, what are the areas you're more excited about? And what did you learn in the fiscal '25 execution?

what have you learned this year in your strategy, and how sustainable is this given that you are barely penetrated in the assist tech category

what's driving your increasing confidence to deliver that 7% to 8% guidance for consumer?

you guys started this mid-market go-to-market sales team hiring. So wondering where are you in terms of hiring and ramp

But what was the promotion about? What I understand that you guys wanted to push a consumer to online

what are you hearing from customers about training their private data and building their private LLMs

what's your expectation on that cloud database revenue contribution or driving that 70% growth of OCI in our fiscal 2026

can you provide some color on the database migration to cloud or even database-as-a-service traction? And what are you hearing from customers

How do you create that data moat? What -- and then in the end, who owns the data

What kind of trend are you seeing in Q1, and what's assumed in your guidance? And and specifically, if you could give some color in terms of vertical

Could you walk us through some of the early adopters using AI, and I know it's pretty early to expect any kind of benefit. But what kind of ARR uplift we should expect

how are your discussion going on with your customer in terms of AI adopts and you guys introduced some of those AI products

Help us understand the progress you have made on the go-to market alignment side given Rob joined recently a CRO

Could you talk about the success there in changes to the go-to-market and pipeline there?

can you help us find the magnitude of the remaining synergy opportunity in the back half or in 2027

I want to ask you about the IP business. that is 1 of the question we get from investors after the weakness last year

how that partnership coming along? And how should we see about the product priorities evolve and how you think about the monetization there

When you launch your combined product, should we expect any kind of uplift there, or what kind of uplift should we expect

Double-digit growth for next year is pretty good. So I'd love to hear what's baked into that in terms of the jumpsuit there

ANSYS revenue, $78 million in Q3. But what's your assumption of ANSYS revenue embedded into the Q4 guidance

what are the puts and takes in terms of, you know, what you expected at the beginning last year when you talked about versus after you having

when do you think they will come to the level of what do you say, hyperscaler

what kind of design activity you're seeing on the non-AI customer base, especially have you seen any kind of changes there

do you think that we already hit the trough and -- do you expect -- what kind of trends you are seeing on those outside of making AI chips

how do you see DeepSeek going to impact EDA in general and Synopsys in particular