
Synopsys QJan26
- Revenue up +7% q/q and +66% y/y to $2.4B; Ex-Ansys down -4% q/q and up +5% y/y; Ansys up 17% q/q- QApr guidance implies -7% q/q decline- IP down for 3 straight quarters while EDA down for 2 straight quarters- IP OPM down to 16.2% in vs 29.1% a year ago quarter- FY26 to be a transitional year for IP business but pick up likely in late FY26Source: Sravan Kundojjala
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