Synopsys, Inc. (SNPS) Earnings Call Transcripts

Synopsys, Inc.'s Latest Earnings Call - September 30, 2026

In the third quarter of fiscal year 2026, Synopsys, Inc. reported revenue of $9.7 billion, reflecting a strong growth trajectory driven by increased demand for its EDA and IP solutions. Management raised its long-term growth guidance from mid-teens to high teens for its IP segment, signaling confidence in its ability to capture market share amidst a growing need for customized silicon solutions. The company also highlighted a significant $1 billion licensing agreement with Amazon, which is expected to enhance future royalty revenues as production ramps up.

Reported metrics

Guidance from management

For fiscal year 2027, Synopsys expects revenue to grow by 15% to $11.15 billion and aims for an operating margin of approximately 44%. The company anticipates achieving $400 million in cost synergies from the ANSYS acquisition by fiscal year 2027.

What management said

Before we go to Samsung, I hope you heard the breadth from ANSYS physics to the AI portfolio to EDA, to package to IP. That's the breadth and depth of the engagements we have with Intel product and Intel Foundry. The other foundry, Samsung back to optionality and most advanced silicon is another outstanding relationship we have in the ecosystem with Samsung. Similar to Intel, similar to what we do with other foundry ...

So I'm going to -- we're going to have two mic runners, Chris and Christine, and they will come to you guys. And then I'll -- you can ask your question, please state your name and the firm. I ask you to limit yourself to one question, and then I can come back to you guys if you have more questions. So we'll begin with Siti.

What analysts pressed on

Analysts expressed concerns regarding the potential impact of AI on traditional EDA tools, questioning whether AI could eventually bypass the need for such tools. Additionally, there were inquiries about the competitive landscape following the partnership with OpenAI and how Synopsys plans to protect its proprietary data in this collaboration.

Main topics on the call

• Revenue Growth Acceleration — Synopsys reported revenue of $9.7 billion for Q3 FY 2026, which is indicative of strong demand across its segments. Management stated, "We are raising our long-term guide from the mid-teens to high teens for IP, driven b...
• AI Integration and Future Opportunities — The company is focusing on integrating AI into its workflows to enhance engineering efficiency. Sassine Ghazi noted, "The need for getting first-time right silicon and system and software all at the same time. The stakes...
• Partnership with OpenAI — Synopsys announced a multiyear partnership with OpenAI to develop a specialized AI model for chip design. This collaboration is expected to enhance the company's capabilities in AI-driven design, with Ghazi stating, "Ope...
• Increased Focus on Custom Silicon — Management highlighted the growing trend of customers building their own silicon, which is driving demand for Synopsys' IP solutions. Ghazi mentioned, "The custom silicon opportunity is absolutely increasing... the drive...

Read the full Synopsys, Inc. transcript (September 30, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 70 Synopsys, Inc. earnings call transcripts on record, spanning January 14, 2020 to September 30, 2026. Based on this history, Synopsys, Inc. reports quarterly. The most recent call on file is dated September 30, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SNPS

Exchange

NasdaqGS

Country

US

Sector

Information Technology

Industry

Software

Calls on record

70

First call

January 14, 2020

Most recent

September 30, 2026

Reporting cadence

quarterly