Cadence Design Systems Inc at Morgan Stanley Technology, Media & Telecom Conference Summary - Thomson StreetEvents

Cadence Design Systems Inc at Morgan Stanley Technology, Media & Telecom Conference Summary

Cadence Design Systems Inc at Morgan Stanley Technology, Media & Telecom Conference Summary - Thomson StreetEvents
Cadence Design Systems Inc at Morgan Stanley Technology, Media & Telecom Conference Summary
Published Mar 05, 2025
5 pages (2192 words) — Published Mar 05, 2025
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Brief of CDNS.OQ presentation 5-Mar-25 10:35pm GMT

  
Brief Excerpt:

...A. And I think the Horizon 2 and Horizon 3 have potential of even being bigger and being in trillions of dollars, not in hundreds of billions. B. Yeah, we had a great year, and we ended -- I think, '24, 13.5% revenue growth and 4.5% operating margin. C. And in general, we had like a record booking year and quarter. D. And it's like almost 44% -- 43.75% margin and an 11.5% to 12% revenue growth. E. So this year, we assume it's flat. F. I think what you know has been there for the last two years is that our customers said the revenue like in '23 was down some of our customers like semi customers. G. But upfront is only growing 7% or 8% this year. H. And Blackwell, which is, of course, NVIDIA is a great development partner in Palladium is $200 million. I. So it went from $200 billion to $1 trillion. J. It's not -- okay, 90% of R&D investment is still in the main stuff, just 1% or 2%....

  
Report Type:

Brief

Source:
Company:
Cadence Design Systems Inc
Ticker
CDNS.OQ
Time
10:35pm GMT
Format:
PDF Adobe Acrobat
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MLA:
Thomson StreetEvents. "Cadence Design Systems Inc at Morgan Stanley Technology, Media & Telecom Conference Summary" Mar 05, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Cadence-Design-Systems-Inc-at-Morgan-Stanley-Technology-Media-Telecom-Conference-B16275105>
  
APA:
Thomson StreetEvents. (2025). Cadence Design Systems Inc at Morgan Stanley Technology, Media & Telecom Conference Summary Mar 05, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Cadence-Design-Systems-Inc-at-Morgan-Stanley-Technology-Media-Telecom-Conference-B16275105>
  
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