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: Mitchell Toshiro Steves - RBC Capital Markets, Research Division - Analyst
: I've got 2. I got to start with the proverbial kind of M&A question. Assuming that NVIDIA-ARM closes, do you guys see any impact from that? And
maybe some comments on kind of the speculation on AMD and Xilinx as well. I think that, that was a big topical point several years ago, but I just
want to get a rehash and any sort of impact you guys think from the recent M&A transaction may occur?
Question: Mitchell Toshiro Steves - RBC Capital Markets, Research Division - Analyst
: Okay. Maybe just to clarify that, though. So I guess on the ARM-NVIDIA piece, in a scenario, so we'll just go through the scenario that RISC-V loses
market share to ARM, does that impact at all the EDA space?
Question: Mitchell Toshiro Steves - RBC Capital Markets, Research Division - Analyst
: Okay. Perfect. And then my second one is just going back to kind of the 3D Solver opportunity. From what we've seen, chiplet architecture is
continuing to take off and that requires a lot of RF, and it seems like you guys are very well positioned on that. So I guess why is there not more --
I guess more marketing or more logos to talk about on that front? Because it seems like the products you guys have are significantly better than
ANSYS. So maybe you could talk about what you guys are seeing now. Is that a COVID issue in terms of getting more sales? Or is it just not something
you want to highlight yet?
Question: Jackson Edmund Ader - JPMorgan Chase & Co, Research Division - Analyst
: Just following up on the marquee customer win that you talked about. And Lip-Bu, I mean, in your prepared remarks, you went through a number
of different digital full flow wins in customers and expansions. And I guess I'm just curious, what should we maybe be expecting from that digital
design segment? Because even, John, if I look at your 3-year CAGR on that -- on the digital segment, it's slowed down this year relative to 2019. So
just seeing whether we should be expecting some acceleration as we head into 2021, given all the strength you've seen in digital full flow.
Question: Jackson Edmund Ader - JPMorgan Chase & Co, Research Division - Analyst
: Okay. Great. And how about, just as a follow-up, checking in on the cloud and cloud adoption. Any kind of either usage metrics that you guys track
for maybe a revenue contribution from cloud usage, given 2020 has been such a remote year?
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