Cadence Design Systems, Inc. ( CDNS ) Wells Fargo's 9th Annual TMT Summit November 18, 2025 11:45 AM EST Company Participants John Wall - Senior VP & CFO Matt Alter Conference Call Participants Joseph Quatrochi - Wells Fargo Securities, LLC, Research Division Presentation Joseph Quatrochi Wells Fargo Securities, LLC, Research Division Perfect. So we'll go ahead and get started.
Cadence Design Systems is a market leader in AI and digital twin technology, driving strong demand across automotive, computing, and communications sectors. CDNS reported a robust FQ3 2025, with double-digit revenue and EPS growth, record $7B backlog, and expanding margins, supporting premium valuation. Despite a forward P/E of 48, CDNS's rapid growth, high margins, and financial flexibility ju...
SAN JOSE, Calif.--(BUSINESS WIRE)--Cadence has completed the acquisition of Secure-IC, a leader in embedded security IP, security solutions and security evaluation tools and services.
Cadence Design Systems NASDAQ: CDNS is a dominant player in a vital part of the semiconductor industry. It provides electronic design automation (EDA) software, which is critical for designing semiconductors.
Cadence Design Systems is initiated at a buy rating, supported by robust demand, expanding margins, and strong AI-driven tailwinds. CDNS reported record backlog, accelerating profitability, and a classic beat-and-raise quarter, highlighting solid fundamentals and business momentum. A strategic $3.1B acquisition of Hexagon AB's design unit broadens CDNS's technology scope and customer base, enha...
Cadence Design Systems, Inc. (NASDAQ:CDNS ) Q3 2025 Earnings Call October 27, 2025 5:00 PM EDT Company Participants Richard Gu - Vice President of Investor Relations Anirudh Devgan - CEO, President & Director John Wall - Senior VP & CFO Conference Call Participants Vivek Arya - BofA Securities, Research Division Jason Celino - KeyBanc Capital Markets Inc., Research Division Joseph Vruwink - Rob...
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