Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Loading
Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Joe Vruwink | Robert W. Baird | 14 questions · 0% challenging |
| Jason Celino | KeyBanc Capital Markets | 13 questions · 15% challenging |
| Jay Vleeschhouwer | Griffin Securities | 13 questions · 15% challenging |
| Charles Shi | Needham | 12 questions · 33% challenging |
| Siti Panigrahi | Mizuho Securities | 12 questions · 0% challenging |
| Joshua Tilton | Wolfe Research | 9 questions · 22% challenging |
| Gary Mobley | StoneX | 8 questions · 0% challenging |
| Lee Simpson | Morgan Stanley | 8 questions · 38% challenging |
| Joe Quatrochi | Wells Fargo | 7 questions · 0% challenging |
| Liam Pharr | Bank of America | 6 questions · 17% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Robert W. Baird | 1 analyst | 14 questions · 0% challenging |
| Griffin Securities | 1 analyst | 13 questions · 15% challenging |
| KeyBanc Capital Markets | 1 analyst | 13 questions · 15% challenging |
| Mizuho Securities | 1 analyst | 12 questions · 0% challenging |
| Needham | 1 analyst | 12 questions · 33% challenging |
| Wolfe Research | 2 analysts | 10 questions · 20% challenging |
| Bank of America | 2 analysts | 9 questions · 22% challenging |
| Morgan Stanley | 1 analyst | 8 questions · 38% challenging |
On August 21, 2026, the Board approved updated estimates for the restructuring plan originally approved November 9, 2025. Synopsys now estimates pre-tax GAAP charges ranging from $425 million to $500 million, consisting primarily of severance and other one-time termination benefits, plus other costs such as certain site closures as part of its global site strategy.
What each event means for SNPS’s sentiment score is part of Tellvest Pro.
Calendar quarter Q2 2026Earnings call May 27, 2026
FY2026 Q2 in brief
Synopsys delivered Q2 revenue of $2.276B including approximately $652M from Ansys, with organic ex-Ansys growth of approximately 3-4% driven by AI-related chip design activity and hardware-assisted verification demand.
Newest quarter FY2026 Q3 is part of Pro ·
Sources. Tellvest earnings-call sentiment score for Synopsys (SNPS), FY2026 Q2: 7/10. Scores: Synopsys’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: SNPS daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
Synopsys delivered Q2 revenue of $2.276B including approximately $652M from Ansys, with organic ex-Ansys growth of approximately 3-4% driven by AI-related chip design activity and hardware-assisted verification demand. Non-GAAP operating margin reached 39.5% and non-GAAP EPS of $3.35 both exceeded guidance, reflecting disciplined cost synergy execution from the Ansys integration. Management raised full-year FY2026 guidance across all metrics, including non-GAAP EPS up $0.34 to $14.76 midpoint, operating margin up 50bps to 41%, and free cash flow up $100M to approximately $2B. The Design IP segment showed sequential recovery of 12% from its Q1 trough, with management signaling new higher-value business models with hyperscaler customers expected by year-end.
Revenue Growth | Demand | M&A | Regulation Policy | Competitive Dynamics | Cloud & AI | Innovation & R&D | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 2 | 1 | 3 | 1 | 3 | 2 | 1 |
| 2025Q1 | 3 | 10 | 4 | 2 | 4 | 2 | 1 | |
| 2025Q2 | 5 | 6 | 2 | 8 | 1 | 5 | 3 | |
| 2025Q3 | 7 | 2 | 7 | 1 | 6 | 2 | 2 | |
| 2025Q4 | 9 | 2 | 3 | 3 | 3 | 1 | 2 | 4 |
| 2026Q1 | 8 | 6 | 6 | 1 | 3 | 4 | 4 | 2 |
| 2026Q2 | 8 | 6 | 6 | 4 | 2 | 4 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Revenue Growth | 3 | 3 | 5 | 7 | 9 | 8 | 8 |
| Demand | 2 | 10 | 6 | 2 | 2 | 6 | 6 |
| M&A | 1 | 2 | 7 | 3 | 6 | 6 | |
| Regulation Policy | 3 | 4 | 8 | 1 | 3 | 1 | |
| Competitive Dynamics | 1 | 2 | 1 | 6 | 3 | 3 | 4 |
| Cloud & AI | 3 | 4 | 5 | 1 | 4 | 2 | |
| Innovation & R&D | 2 | 2 | 3 | 2 | 2 | 4 | 4 |
| Margin | 1 | 1 | 2 | 4 | 2 | 3 |
The table scrolls sideways. Swipe it, or select it and use the arrow keys.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.64B | +2.3% | $7.14 | +215.9% | 77.1% | 19.0% | 68.1% | $558M |
| FY2025 Q1 | $1.46B | -3.7% | $1.89 | -34.6% | 81.4% | 17.3% | 20.3% | $-108M |
| FY2025 Q2 | $1.60B | +10.3% | $2.24 | +19.1% | 80.2% | 23.5% | 21.5% | $220M |
| FY2025 Q3 | $1.74B | +14.0% | $1.50 | -42.5% | 78.1% | 9.5% | 13.9% | $632M |
| FY2025 Q4 | $2.25B | +37.8% | $2.39 | -66.5% | 71.0% | 5.4% | 19.9% | $605M |
| FY2026 Q1 | $2.41B | +65.5% | $0.40 | -78.8% | 73.5% | 8.4% | 2.7% | $822M |
| FY2026 Q2Selected | $2.28B | +41.9% | $0.09 | -96.0% | 72.3% | 5.3% | 0.7% | $617M |
| FY2026 Q3 | $2.48B | +42.4% | $2.84 | +89.3% | 72.6% | 14.4% | 22.0% | $704M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY +41.9% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What SNPS and other companies said about each other on FY2026 Q2 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we are working so closely with Cadence and Synopsys and to accelerate all of the world's tools”
NVIDIA is working closely with Synopsys to accelerate its EDA/engineering tools on CUDA/GPUs so agentic workloads run faster.
“when we see or you hear about customers like Intel, Intel Foundry, expanding their engagements”
Synopsys says Intel Foundry expanding its process engagements is an IP tailwind, since new foundries/nodes cannot on-ramp without Synopsys IP, a signal for Intel Foundry momentum.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SNPS Synopsys | 7 | +41.9% | |
| ADBE Adobe Inc. | 9 | +12.7% | |
| AKAM Akamai Technologies | 4 | +5.4% | |
| CPAY Corpay | 8 | +21.5% | |
| CRWD CrowdStrike | 10 | +25.6% | |
| CRWV CoreWeave, Inc. Class A Common Stock | 9 | +112.3% | |
| FFIV F5, Inc. | 9 | +10.8% | |
| FTNT Fortinet | 10 | +25.6% | |
| GDDY GoDaddy | 7 | +6.6% | |
| GEN Gen Digital | 8 | +6.3% | |
| IOT Samsara Inc. | 10 | +30.5% | |
| MDB MongoDB, Inc. | 9 | +25.3% | |
| MSFT Microsoft Corporation | 8 | +17.8% | |
| NET Cloudflare, Inc. | 9 | +35.9% | |
| ORCL Oracle Corporation | 9 | +20.6% | |
| PANW Palo Alto Networks | 9 | +31.1% | |
| PATH UiPath Inc. | 9 | +17.3% | |
| PLTR Palantir Technologies | 10 | +92.8% | |
| TWLO Twilio Inc. | 10 | +22.0% | |
| VRSN Verisign | 7 | +6.0% | |
| XYZ Block, Inc. | 10 | +9.3% | |
| ZS Zscaler | 9 | +25.4% |