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Cadence Design Systems (CDNS) investor relations material
Cadence Design Systems 53rd Annual Nasdaq Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.53rd Annual Nasdaq Investor Conference summary9 Dec, 2025
Business overview and market positioning
Provides software, IP, and hardware for chip and electronic system design, serving both system and semiconductor companies globally.
AI is a major driver, with products used in both designing AI chips and embedding AI into design tools for efficiency gains.
Customer base includes top technology firms, with 60%-70% of revenue from about 60 leading companies.
Industry trends and growth drivers
Semiconductor revenue projected to surpass $1 trillion in a few years, with system revenue already at $3 trillion and growing faster.
AI development is seen in three phases: infrastructure (current), vertical monetization (physical AI), and science applications.
All business segments—EDA, systems, and IP—are experiencing strong growth, with a focus on both growth and profitability.
Financial performance and outlook
Operating margin is around 44.5%, with 14% revenue growth last year; aiming to surpass a 60% rule of 50+% growth and margin.
Stock-based compensation is about 8.5%, managed to maintain real margin stability.
Financial health is strong, with expectations for continued improvement.
Cadence IP differentiation vs rivals
Hexagon's role in physical AI world models
China market stability and growth opportunity
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Next Cadence Design Systems earnings date
Q4 202517 Feb, 2026
Next Cadence Design Systems earnings date
Q4 202517 Feb, 2026
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Frequently asked questions
Cadence Design Systems, Inc. offers functional verification, logical equivalence checking, and formal verification solutions, as well as tools for emulation, prototyping, field programmable gate arrays, power management design, low power design and analysis, physical verification and signoff, analysis-driven debugging and side channel security defect detection. Cadence Design Systems also provides simulation and debugging products to facilitate hardware and software co-development of embedded computer systems, system level verification solutions that enable SoC verification prior to implementation, a family of emulation platforms with the capacity and performance of large ASICs and the ability to emulate a portion or all of an ASIC and scale to millions of gates. Cadence Design Systems, Inc. was incorporated in 1987 and is headquartered in San Jose, California.
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