Sentiment · FY2026 Q2
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we also announced new expanding partnerships with Dassault Systemes, Siemens and Synopsys to bring NVIDIA AI infrastructure Omniverse digital twins, World Models and CUDA-X libraries to millions of researchers, designers and engineers building the world's industries.”
Expanded NVIDIA partnership with Synopsys to bring AI infrastructure and digital-twin tooling to industrial engineers, a positive collaboration signal for Synopsys.
“companies like Unilever and Consumer Goods and Synopsys and EDA are using Microsoft Discovery to orchestrate specialized agents for R and D end to end.”
Synopsys is cited as using Microsoft Discovery to orchestrate R&D agents in EDA, a read-through on Synopsys adopting agentic AI for chip-design workflows.
“Even the optical business that we just acquired from Synopsys has been around for multiple decades.”
Keysight acquired Synopsys's optical/photonic design business, a divestiture from Synopsys that bolsters Keysight's design-tools portfolio.
“we advanced our software-centric solution strategy with the acquisitions of Spirent, Synopsys Optical Solutions Group, and ANSYS PowerArtist”
Keysight acquired Synopsys's Optical Solutions Group, indicating Synopsys divested its optical solutions unit as part of portfolio reshaping.
“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.
“we're predisposed to making this a stronger partnership versus going the other way. So good news there on Synopsys, Ansys getting together for our customers and for PTC.”
Following its acquisition of Ansys, Synopsys is now a partner to PTC through the inherited Ansys OEM relationship; PTC management expects to deepen ties with the combined organization.
“The acquisitions of Synopsys' Optical Solutions Group and Ansys' PowerArtist are similarly advancing towards final regulatory approval.”
Keysight is acquiring Synopsys' Optical Solutions Group (a divestiture from the Synopsys-Ansys merger), advancing toward regulatory approval.
“In addition, the acquisition of Optical Solutions Group and PowerArtist is anticipated to close shortly after the Synopsys to Ansys transaction is completed.”
Keysight's tuck-in purchase of divested Optical Solutions Group and PowerArtist assets is contingent on Synopsys completing its acquisition of Ansys.
“You have the Optical Solutions Group from Synopsys.”
Keysight has a pending acquisition of Synopsys's Optical Solutions Group, contingent on the Synopsys-Ansys merger closing; management says the deal is not yet sized but will add to its design engineering software portfolio.
“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.
“at CES in January, we showcased how AI-driven simulation is helping customers like Audi reduce physical prototyping and shorten development cycles.”
Audi cited as an Ansys/Synopsys simulation customer using AI-driven design to cut physical prototyping.
“The planned sale of our processor IP solutions business to Global Foundries sharpens our focus on extending our leadership positions in interconnect and foundation IP.”
Synopsys is selling its processor (ARC) IP business to GlobalFoundries, which will operate it while remaining a partner on interface IP and EDA.
“One highlight among many this quarter was receiving World Economic Forum honors for our work with AMD to advance AI accelerated chip design.”
Synopsys highlights collaborative work with AMD on AI-accelerated chip design, recognized by the World Economic Forum.
“some of our partnerships we have with NVIDIA, with Microsoft, et cetera, to leverage some of that orchestration layer and the cognitive layer that they offer.”
Synopsys leverages Microsoft's orchestration and cognitive layer as a partner in building its agentic AI design workflow.
“some of our partnerships we have with NVIDIA, with Microsoft, et cetera, to leverage some of that orchestration layer and the cognitive layer that they offer.”
Synopsys names NVIDIA as a key partner (deep GPU-acceleration and Omniverse digital-twin collaboration plus investment) powering its agent-engineer roadmap.
“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.
“For years, we've collaborated with AWS to enable their custom silicon development and Synopsys, Inc. tools, including VCS, Primetime, Fusion Compiler, and IC Validator, were critical to the design of this new custom chip with impressive gen-on-gen performance gains.”
AWS used Synopsys tools to design its new Graviton 5 custom silicon.
“At Microsoft Ignite, we partnered with Microsoft, NVIDIA, and Kronets, a leader in packaging and bottling, to show what's possible.”
Synopsys/ANSYS partnered with Microsoft (Azure) at Microsoft Ignite on a digital-twin simulation demo.
“This includes the impact of the recent share issuance to NVIDIA as part of our strategic partnership.”
NVIDIA took an equity stake in Synopsys (a $2B investment/share issuance) alongside the strategic partnership.
“Our recently announced strategic partnership with NVIDIA further positions us to revolutionize design and engineering with AI and accelerated computing.”
Synopsys formed a strategic partnership with NVIDIA around AI and accelerated computing for design/engineering.
“2025 was a transformational year highlighted by the close of the ANSYS acquisition, record revenue, and strong backlog.”
Synopsys closed its ANSYS acquisition, transforming it into a silicon-to-systems engineering leader.
Synopsys reported strong Q1 FY2026 results with revenue of $2.41 billion at the high end of guidance, driven by Ansys contributing $886M in a seasonally strong quarter, while non-GAAP EPS of $3.77 exceeded expectations. Full-year EPS guidance was raised modestly to $14.38-$14.46, and the company fully repaid acquisition-related term loans while authorizing a $2B share buyback. Hardware verification wins continued in a record streak, though the IP business remained down 6% and China revenue was flat excluding Ansys.
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 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Joe Vruwink | Robert W. Baird | 13 (0%) |
| Jay Vleeschhouwer | Griffin Securities | 12 (33%) |
| Jason Celino | KeyBanc Capital Markets | 12 (25%) |
| Siti Panigrahi | Mizuho Securities | 11 (0%) |
| Charles Shi | Needham | 11 (27%) |
| Joshua Tilton | Wolfe Research | 9 (22%) |
| Gary Mobley | Loop Capital | 7 (0%) |
| Lee Simpson | Morgan Stanley | 7 (43%) |
| Joe Quatrochi | Wells Fargo | 6 (0%) |
| Liam Pharr | 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. |
|---|---|---|
| Robert W. Baird | 1 | 13 (0%) |
| Griffin Securities | 1 | 12 (33%) |
| KeyBanc Capital Markets | 1 | 12 (25%) |
| Mizuho Securities |
| 1 |
| 11 (0%) |
| Needham | 1 | 11 (27%) |
| Wolfe Research | 1 | 9 (22%) |
| Bank of America | 2 | 9 (33%) |
| Loop Capital | 1 | 7 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SNPS Synopsys | 7 | +41.9% | |
| ADBE Adobe Inc. | 9 | +12.7% | |
| AKAM Akamai Technologies | 6 | +5.8% | |
| CPAY Corpay | 8 | +25.4% | |
| CRWD CrowdStrike | 10 | +25.6% | |
| CRWV CoreWeave, Inc. Class A Common Stock | 8 | +111.7% | |
| FFIV F5, Inc. | 8 | +11.0% | |
| FTNT Fortinet | 10 | +20.1% | |
| GDDY GoDaddy | 7 | +6.1% | |
| GEN Gen Digital | 6 | +27.0% | |
| MSFT Microsoft Corporation | 8 | +18.3% | |
| NET Cloudflare, Inc. | 10 | +33.5% | |
| ORCL Oracle Corporation | 9 | +20.6% | |
| PANW Palo Alto Networks | 9 | +31.1% | |
| PLTR Palantir Technologies | 10 | +84.7% | |
| VRSN Verisign | 7 | +6.6% | |
| XYZ Block, Inc. | 8 | +4.9% | |
| ZS Zscaler | 9 | +25.4% |