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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“I think a lot of investors see the growth that Cadence is putting up and they're kind of excited for your organic growth to sort of trend in that direction.”
Analyst frames Cadence as Synopsys's closest EDA peer whose growth investors want Synopsys to match.
“Increasingly, these technologies are being leveraged in leading software platforms. From ANSYS, Cadence, and Siemens fueling demand for NVIDIA Corporation RTX workstations.”
Cadence's design software platform is driving demand for NVIDIA RTX workstations as generative AI is integrated into engineering simulation tools.
“Maybe not just Synopsys, Inc., but also Cadence and some of your peers.”
Analyst frames Cadence and EDA/IP peers as sharing an industry-wide growth deceleration.
“Working with NVIDIA, Cadence, Cloudera, Cohesity, NetApp, Nutanix, Salesforce, SAP and ServiceNow are racing to accelerate development of these applications with the potential for billions of agents to be deployed in the coming years.”
Cadence is building agentic AI co-pilots on NVIDIA's platform, part of a broad enterprise-software partner push.
“you and Cadence and the other EDA vendors have, for the last number of years, also talked about more and more domain-specific design.”
An analyst frames Cadence alongside Synopsys as EDA industry peers both pursuing the multi-year trend toward domain-specific chip design.
“We've seen Synopsys and NVIDIA talk about targeting Omniverse digital twins for that type of thing.”
An analyst references competitor Synopsys (with NVIDIA) targeting Omniverse digital twins, framing competitive dynamics in the system-design/simulation space.
“With our previously announced acquisition of Hexagon's D&E business, we'll be poised to accelerate our strategy around physical AI, including in autonomous vehicles and robotics.”
Cadence's pending acquisition of Hexagon's Design & Engineering business is positioned to accelerate its physical-AI strategy.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Gianmarco Conti | Deutsche Bank | 7 (0%) |
| Siti Panigrahi | Mizuho Securities | 7 (0%) |
| Joshua Tilton | Wolfe Research |
“Earlier in Q3, Infineon standardized on Allegro X and in Q4, STMicroelectronics decided to adopt our Allegro X solution to design printed circuit boards.”
STMicroelectronics decided to adopt Cadence's Allegro X for PCB design, a new customer adoption.
“Earlier in Q3, Infineon standardized on Allegro X and in Q4, STMicroelectronics decided to adopt our Allegro X solution to design printed circuit boards.”
Infineon standardized on Cadence's Allegro X PCB design platform, a customer standardization win.
“Samsung Foundry expanded its collaboration with Cadence, leveraging our AI-driven design solutions and IP solutions.”
Samsung Foundry expanded its use of Cadence AI design and IP solutions, deepening the foundry relationship.
“Rapidus made a wide-ranging commitment to our core EDA software portfolio across digital, custom analog and verification solutions.”
Japanese foundry startup Rapidus committed broadly to Cadence's core EDA portfolio, a new-customer win.
“We strengthened our engagement with Intel Foundry by officially joining the Intel Foundry Accelerator Design Services Alliance.”
Cadence joined Intel Foundry's Accelerator Design Services Alliance, deepening its foundry-ecosystem partnership with Intel.
“We expanded our collaboration with TSMC to power next-gen AI flows on TSMC's N2 and A16 technologies.”
Cadence expanded its foundry collaboration with TSMC to certify AI design flows on TSMC's N2 and A16 nodes.
“We deepened our long-standing partnership with Broadcom through a strategic collaboration to develop pioneering Agentic AI workflows to help design Broadcom's next-generation products.”
Cadence deepened a strategic collaboration with Broadcom on Agentic AI design workflows for Broadcom's next-gen products, reinforcing Broadcom as a key AI-silicon customer/partner.
“we introduced the new Millennium M2000 AI supercomputer featuring NVIDIA Blackwell, which is ramping nicely”
Cadence's Millennium M2000 simulation supercomputer is built on NVIDIA Blackwell GPUs, indicating NVIDIA silicon designed into Cadence's system-design hardware.
“Altera talking about 7 to 10x productivity improvement.”
Altera is cited as a customer reporting 7-10x productivity gains from Cadence's AI-driven RTL design tools.
“ChipStack has received compelling endorsements from Qualcomm, NVIDIA, Altera and Tenstorrent, among others.”
Qualcomm is cited among marquee customers endorsing Cadence's new ChipStack AI agent, signaling adoption of Cadence AI design tools.
| 7 (14%) |
| Lee Simpson | Morgan Stanley | 6 (0%) |
| Jason Celino | KeyBanc Capital Markets | 6 (17%) |
| Ruben Roy | Stifel | 6 (0%) |
| Joe Quatrochi | Wells Fargo | 6 (0%) |
| Gary Mobley | Loop Capital | 6 (0%) |
| Jay Vleeschhouwer | Griffin Securities | 6 (17%) |
| Vivek Arya | Bank of America | 6 (33%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Mizuho Securities | 1 | 7 (0%) |
| Deutsche Bank | 1 | 7 (0%) |
| Wolfe Research | 1 | 7 (14%) |
| Loop Capital | 1 | 6 (0%) |
| Bank of America | 1 | 6 (33%) |
| Griffin Securities | 1 | 6 (17%) |
| KeyBanc Capital Markets | 1 | 6 (17%) |
| Morgan Stanley | 1 | 6 (0%) |
Cadence closed FY2025 with 14% revenue growth to $5.297 billion, a record $7.8 billion backlog, and full-year non-GAAP EPS of $7.14. ChipStack AI Super Agent was launched as the world's first agentic chip design solution, and hardware delivered another record year with over 30 new customers. FY2026 guidance was introduced at $5.9-$6.0 billion revenue with non-GAAP EPS of $8.05-$8.15, reflecting 12-13% growth with operating leverage.
Demand | Revenue Growth | Cloud & AI | Competitive Dynamics | Geographic Expansion | Trade Tariffs | Innovation & R&D | Product Launch | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 6 | 1 | 1 | 3 | 3 | 1 | 1 |
| 2025Q1 | 3 | 3 | 5 | 3 | 2 | 4 | 2 | 2 |
| 2025Q2 | 8 | 7 | 4 | 3 | 4 | 2 | 2 | |
| 2025Q3 | 7 | 4 | 2 | 3 | 4 | 3 | 2 | |
| 2025Q4 | 5 | 5 | 6 | 6 | 1 | 1 | 2 | 2 |
| 2026Q1 | 6 | 6 | 7 | 6 | 1 | 5 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 5 | 3 | 8 | 7 | 5 | 6 |
| Revenue Growth | 6 | 3 | 7 | 4 | 5 | 6 |
| Cloud & AI | 1 | 5 | 4 | 2 | 6 | 7 |
| Competitive Dynamics | 1 | 3 | 3 | 3 | 6 | 6 |
| Geographic Expansion | 3 | 2 | 4 | 4 | 1 | 1 |
| Trade Tariffs | 3 | 4 | 2 | 3 | 1 | |
| Innovation & R&D | 1 | 2 | 2 | 2 | 5 | |
| Product Launch | 1 | 2 | 2 | 2 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CDNS Cadence Design Systems | 9 | +18.7% | |
| ADSK Autodesk | 10 | +18.4% | |
| APP Applovin Corp | 9 | +24.1% | |
| CRM Salesforce, Inc. | 9 | +13.3% | |
| DDOG Datadog | 10 | +32.1% | |
| FICO Fair Isaac | 9 | +38.7% | |
| INTU Intuit | 9 | +10.4% | |
| MSTR MicroStrategy Inc. | 7 | +11.9% | |
| NOW ServiceNow | 7 | +22.1% | |
| PTC PTC Inc. | 9 | +21.7% | |
| SHOP Shopify | 8 | +34.3% | |
| TEAM Atlassian | 7 | +31.7% | |
| TTD The Trade Desk, Inc. | 8 | +11.8% | |
| TYL Tyler Technologies | 8 | +8.6% | |
| UBER Uber | 8 | +14.5% | |
| WDAY Workday, Inc. | 9 | +13.5% |