Cadence QJun25
- Revenue up 5% q/q and 10% y/y to $1.339B at 86.4% GM and 31.8% OPM; QSep will grow by 6% to $1.4B- outperformance driven by AI infra build out, China and internal silicon of system companies; Mag 7 plus merchant(NVDA/Broadcom/AMD) strength-FY26 likely a strong yr; Exiting FY25 with record backlog; framework remains DD growth; IP, hardware and SD &A will be strong in ‘26Source: Sravan Kundojjala
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