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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 |
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 | Innovation & R&D | Cloud & AI | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 2 | 1 | 3 | 1 | 2 | 3 | 1 |
| 2025Q1 | 3 | 10 | 4 | 2 | 2 | 4 | 1 | |
| 2025Q2 | 5 | 6 | 2 | 8 | 1 | 3 | 5 | |
| 2025Q3 | 7 | 2 | 7 | 1 | 6 | 2 | 2 | |
| 2025Q4 | 9 | 2 | 3 | 3 | 3 | 2 | 1 | 4 |
| 2026Q1 | 8 | 6 | 6 | 1 | 3 | 4 | 4 | 2 |
| 2026Q2 | 8 | 6 | 6 | 4 | 4 | 2 | 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 |
| Innovation & R&D | 2 | 2 | 3 | 2 | 2 | 4 | 4 |
| Cloud & AI | 3 | 4 | 5 | 1 | 4 | 2 | |
| Margin | 1 | 1 | 2 | 4 | 2 | 3 |
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 · see what Pro adds →
GAAP revenue YoY +41.9% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
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.
What SNPS said about other companies on its FY2026 Q2 call, and what other companies said about SNPS on their calls covering the same calendar quarter (Q2 2026). Each company's own fiscal quarter is shown next to its name. 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.
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.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.64B | — | $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% | $2.21 | +17.6% | 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% | $0.34 | -82.0% | 73.5% | 8.4% | 2.7% | $822M |
| FY2026 Q2Selected | $2.28B | +41.9% | $0.09 | -95.9% | 72.3% | 5.3% | 0.8% | $575M |
| FY2026 Q3 | $2.48B | +42.4% | $2.84 | +89.3% | 72.6% | 14.4% | 22.0% | $746M |
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).
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| SNPSSynopsys | 7 | +41.9% | 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 | |
| AIC3.ai, Inc. | 3 | -52.5% | C3.ai closed a dismal fiscal 2026 with fourth-quarter revenue of just $51.6 million, and founder Tom Siebel returned as Chairman and CEO, moving Stephen Ehikian to President, to lead a turnaround he framed bluntly as fixing what he called completely unacceptable sales execution | |
| AKAMAkamai Technologies | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| CPAYCorpay | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| CRWDCrowdStrike | 10 | +25.6% | CrowdStrike opened FY2027 with a standout quarter: total revenue grew 26% year over year to $1.39 billion, accelerating for the fourth consecutive quarter, while record Q1 net new ARR of $255.8 million (up 32%) drove ending ARR to $5.51 billion | |
| CRWVCoreWeave, Inc. Class A Common Stock | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| FFIVF5, Inc. | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| FTNTFortinet | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| GDDYGoDaddy | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| GENGen Digital | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| IOTSamsara Inc. | 10 | +30.5% | Samsara delivered accelerating growth at scale in Q1 FY2027, with revenue up 31% year-over-year to $479 million and ARR reaching nearly $2 billion, up 30% | |
| MDBMongoDB, Inc. | 9 | +25.3% | MongoDB delivered a strong first quarter of fiscal 2027, with total revenue of $688 million up 25% year-over-year and accelerating from 22% a year ago, beating the high end of guidance | |
| MSFTMicrosoft Corporation | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| NETCloudflare, Inc. | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| NTAPNetApp | 9 | +12.5% | NetApp closed fiscal 2026 with record fourth-quarter results, as revenue rose 12% year over year to $1.95 billion and exceeded the high end of guidance | |
| ORCLOracle Corporation | 9 | +20.6% | Oracle closed fiscal 2026 with a record quarter: revenue of $19.2 billion, up 21%, led by cloud infrastructure revenue growth of 93% and Cloud Applications up 10% | |
| PANWPalo Alto Networks | 9 | +31.1% | Palo Alto Networks delivered a record fiscal Q3 2026, with total revenue of $3 billion growing 31% year-over-year and NGS ARR reaching $8.13 billion, up 60% (28% organic excluding CyberArk and Chronosphere) | |
| PATHUiPath Inc. | 9 | +17.3% | UiPath delivered its first GAAP-profitable quarter in company history, with first-quarter revenue up 17% year-over-year to $418 million (15% excluding a roughly $7 million FX tailwind) and non-GAAP operating income of $92 million, a 22% margin | |
| PLTRPalantir Technologies | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| TWLOTwilio Inc. | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| VRSNVerisign | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| XYZBlock, Inc. | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| ZSZscaler | 9 | +25.4% | Zscaler delivered 25% revenue growth to $850 million with non-GAAP operating margin reaching an all-time high of 23%, achieving Rule of 55 performance year-to-date |
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
C3.ai closed a dismal fiscal 2026 with fourth-quarter revenue of just $51.6 million, and founder Tom Siebel returned as Chairman and CEO, moving Stephen Ehikian to President, to lead a turnaround he framed bluntly as fixing what he called completely unacceptable sales execution
Newest quarter — available with Pro
Newest-quarter details for 13 peers (score, revenue, headline, themes and macro signals) are available with Pro.
| Company | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|
| SNPS | 4 | 8 | 4 | 6 | 7 | 7 |
| AI | 6 | 9 | 1 | 3 | 1 | 3 |
| AKAM | 5 | 8 | 9 | 6 | 6 | Newest quarter — available with Pro |
| CPAY | 6 | 8 | 8 | 8 | 8 | Newest quarter — available with Pro |
| CRWD | 9 | 9 | 10 | 9 | 9 | 10 |
| CRWV | 9 | 9 | 7 | 8 | 8 | Newest quarter — available with Pro |
| FFIV | 8 | 9 | 8 | 8 | 8 | Newest quarter — available with Pro |
| FTNT | 8 | 7 | 9 | 7 | 10 | Newest quarter — available with Pro |
| GDDY | 7 | 9 | 9 | 8 | 7 | Newest quarter — available with Pro |
| GEN | 7 | 6 | 6 | 6 | 6 | Newest quarter — available with Pro |
| IOT | 9 | 9 | 10 | 10 | 10 | 10 |
| MDB | 9 | 9 | 9 | 9 | 9 | 9 |
| MSFT |
Newest quarter — available with Pro
CrowdStrike opened FY2027 with a standout quarter: total revenue grew 26% year over year to $1.39 billion, accelerating for the fourth consecutive quarter, while record Q1 net new ARR of $255.8 million (up 32%) drove ending ARR to $5.51 billion
Newest quarter — available with Pro
Newest quarter — available with Pro
Newest quarter — available with Pro
Newest quarter — available with Pro
Newest quarter — available with Pro
Samsara delivered accelerating growth at scale in Q1 FY2027, with revenue up 31% year-over-year to $479 million and ARR reaching nearly $2 billion, up 30%
MongoDB delivered a strong first quarter of fiscal 2027, with total revenue of $688 million up 25% year-over-year and accelerating from 22% a year ago, beating the high end of guidance
Newest quarter — available with Pro
Newest quarter — available with Pro
NetApp closed fiscal 2026 with record fourth-quarter results, as revenue rose 12% year over year to $1.95 billion and exceeded the high end of guidance
Oracle closed fiscal 2026 with a record quarter: revenue of $19.2 billion, up 21%, led by cloud infrastructure revenue growth of 93% and Cloud Applications up 10%
Palo Alto Networks delivered a record fiscal Q3 2026, with total revenue of $3 billion growing 31% year-over-year and NGS ARR reaching $8.13 billion, up 60% (28% organic excluding CyberArk and Chronosphere)
UiPath delivered its first GAAP-profitable quarter in company history, with first-quarter revenue up 17% year-over-year to $418 million (15% excluding a roughly $7 million FX tailwind) and non-GAAP operating income of $92 million, a 22% margin
Newest quarter — available with Pro
Newest quarter — available with Pro
Newest quarter — available with Pro
Newest quarter — available with Pro
Zscaler delivered 25% revenue growth to $850 million with non-GAAP operating margin reaching an all-time high of 23%, achieving Rule of 55 performance year-to-date
| 8 |
| 9 |
| 9 |
| 10 |
| 9 |
| Newest quarter — available with Pro |
| NET | 8 | 9 | 9 | 8 | 10 | Newest quarter — available with Pro |
|---|
| NTAP | 4 | 6 | 6 | 7 | 8 | 9 |
|---|
| ORCL | 9 | 8 | 6 | 9 | 9 | 9 |
|---|
| PANW | 9 | 9 | 9 | 8 | 6 | 9 |
|---|
| PATH | 6 | 7 | 9 | 9 | 9 | 9 |
|---|
| PLTR | 9 | 9 | 10 | 10 | 10 | Newest quarter — available with Pro |
|---|
| TWLO | 9 | 8 | 9 | 8 | 10 | Newest quarter — available with Pro |
|---|
| VRSN | 7 | 7 | 7 | 7 | 7 | Newest quarter — available with Pro |
|---|
| XYZ | 3 | 5 | 7 | 9 | 8 | Newest quarter — available with Pro |
|---|
| ZS | 9 | 9 | 9 | 9 | 9 | 9 |
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