The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Jackson Edmund Ader - JPMorgan Chase & Co, Research Division - Analyst
: The first one is on the -- that hyperscaler that you mentioned, the deployed DSO.ai in the cloud. And I'm curious I guess, number one, the deployment
was that in offices cloud, other cloud, the customer's private cloud?
And then the follow-up being depending on where the customer chooses to kind of run those, I think you've got hundreds of CPUs, is there any
kind of revenue leakage if the customer chooses to do something in their private cloud versus maybe the Synopsys cloud?
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FEBRUARY 16, 2022 / 10:00PM, SNPS.OQ - Q1 2022 Synopsys Inc Earnings Call
Aart J. de Geus - Synopsys, Inc. - Co-Founder, Chairman & Co-CEO
Well, let me start at the end. No, there's no leakage. They have to use licenses like any other licenses. Pretty much all the hyperscalers do have large
clouds themselves. Some are also commercial cloud providers, obviously.
And it doesn't matter if it's a private cloud or a commercial cloud. If you have both, it is the same results. In this case, these are people that are
extremely competent on managing clouds so consider it a commercial cloud.
Question: Jackson Edmund Ader - JPMorgan Chase & Co, Research Division - Analyst
: Yes. I mean the point of the question, right, is just to see if the customer would say, hey, thanks for DSO.ai and now I'm going to take my ball and
go play over here with it, right, and maybe try and game the licenses. But no, that answers that.
And then the second question is actually around the labor market. Is there anything that you might see in a tight labor market that might suggest
a slowdown in the hiring of engineers at your more traditional, maybe semiconductor companies?
Aart J. de Geus - Synopsys, Inc. - Co-Founder, Chairman & Co-CEO
I think there is certainly no slowdown attempting to hire. As you well know, throughout most industries, there's an increase in turnover. A lot of
people have been sitting at home for a few years and are looking for fresh air. And so the entire semiconductor industry right now is looking for
people. And we ourselves have had a bit of that, actually, not that much negative turnover, but we have hired substantially -- substantial amounts
of people.
And so I think that this will continue because there's no end in sight to the need and the opportunity space, I think, is very, very fertile. So these
things tend to last for a year, 1.5 years, and then they gradually equalize again.
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