计算机软件行业业绩 - 计算机软件行业在本季度的业绩表现良好，包括微软在内的许多公司的季度业绩超出预期[1] - Cadence Design Systems在Q4的每股收益超出预期，年度收入和年度收益均有显著增长[3] - Cadence Design Systems未来有望在人工智能和3D集成电路方面取得增长，预计在FY24和FY25实现两位数的营收和利润增长[4] 公司业绩 - Manhattan Associates在Q4取得了强劲的业绩，连续24个季度超出Zacks EPS预期，预计FY25的EPS将增长15%[6][7] - Pegasystems在Q4的每股收益远超预期，年度EPS创下公司记录，未来预计在FY25将实现19%的利润增长[8][9] 股票投资建议 - 计算机软件公司的盈利能力增强，现在是购买Cadence Design Systems、Manhattan Associates和Pegasystems股票的理想时机[10]

SANTA CLARA, Calif. & SAN JOSE, Calif.--(BUSINESS WIRE)--Intel Foundry Services (IFS) and Cadence Design Systems, Inc. (Nasdaq: CDNS) announced they have expanded their partnership and entered into a multiyear strategic agreement to jointly develop a portfolio of key customized IP, optimized design flows and techniques for Intel 18A technology featuring RibbonFET gate-all-around transistors and PowerVia backside power delivery. Joint customers will be able to accelerate their SoC project schedules on proces ...

Cadence Design Systems’ (CDNS) stock is continuing its upward trajectory with a gain of 50.7% in the year past year compared with the S&P 500 Composite’s growth of 25.4%.Cadence offers products and tools that help customers design electronic products. The company’s core electronic design automation software and services enable engineers to develop different types of ICs.CDNS’ performance is being driven by the healthy demand for its diversified product portfolio across all segments.Image Source: Zacks Inves ...

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, February 16:Ecolab Inc. (ECL) : This hygiene solutions company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 5% over the last 60 days.Ecolab's shares gained 17.4% over the last three months compared with the S&P 500’s advance of 10.4%. The company possesses a Momentum Score of A.Cadence Design Systems, Inc. (CDNS) : This semiconductor company has ...

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:Cadence Design Systems, Inc. (CDNS) : This company which provides software, hardware, services, and reusable integrated circuit design blocks has seen the Zacks Consensus Estimate for its current year earnings increasing 0.7% over the last 60 days.Ecolab Inc. (ECL) : This company that provides water, hygiene, and infection prevention solutions and services has seen the Zacks Consensus Estimate for its current year earnings increasing 5% ...

Shares of Cadence Design Systems (CDNS -4.00%) declined 4% on Tuesday, following the electronics design specialist's release on the prior afternoon of its fourth-quarter 2023 report. This drop is likely mainly attributable to first-quarter 2024 guidance coming in lighter than Wall Street had expected for both revenue and adjusted earnings. Shares might have also gotten a headwind from the broader market, as all the major indexes were down due to the government's release of the consumer price index (CPI) for ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________ FORM 10-K _____________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☐ 1934 For the transition period from _________ to_________. Commission file number 000-15867 _______________________________ ...

财报数据 - Cadence Design Systems (CDNS) 在2023年12月结束的季度报告中，营收达到了107亿美元，同比增长了18.8% [1] - 公司每股收益为1.38美元，相比去年同期的0.96美元有所增长 [1] - 公司的营收超出了Zacks Consensus Estimate的107亿美元，超出了0.27% [2] - 公司的每股收益也超出了预期，达到了1.34美元的共识预期 [2] 业务表现 - 功能验证产品组的营收占比为24%，略低于三位分析师的25.9%平均预期 [5] - 数字IC设计和签收产品组的营收占比为29%，略高于三位分析师的28.5%平均预期 [6] - IP产品组的营收占比为13%，高于三位分析师的10.8%平均预期 [7] - 系统设计和分析产品组的营收占比为12%，略低于三位分析师的13.9%平均预期 [8] - 定制IC设计产品组的营收占比为22%，略高于三位分析师的20.9%平均预期 [9] 服务和产品营收 - 产品和维护方面的营收为9.8199亿美元，略低于五位分析师的9.9984亿美元平均预期，同比增长16.1% [10] - 服务方面的营收为8.664亿美元，远高于五位分析师的6.204亿美元平均预期，同比增长60.5% [11] 股票表现 - Cadence 的股票在过去一个月中表现良好，涨幅为14.2%，远高于Zacks S&P 500综合指数的5.1%变化 [12]

财务表现 - Cadence Design Systems (CDNS)发布了2023年第四季度的非通用会计每股收益为1.38美元，超出了Zacks Consensus Estimate 3%，同比增长了43.8%[1] - 公司的营收增长了15%，达到了40.9亿美元，而每股收益增长了20%，达到了5.15美元[3] - 公司提供了2024年全年指导，强调设计活动持续强劲，受益于人工智能的普及[4]

财务数据和关键指标变化 - 2023年全年收入增长15%,非GAAP营业利润率达42% [13][51] - 2023年第四季度收入10.69亿美元,全年收入40.9亿美元 [51] - 2023年第四季度GAAP营业利润率31.5%,全年30.6%;非GAAP营业利润率42.9%,全年42% [51] - 2023年第四季度GAAP每股收益1.19美元,全年3.82美元;非GAAP每股收益1.38美元,全年5.15美元 [51] - 2023年经营活动现金流13.5亿美元 [52] - 2023年末现金余额10.08亿美元,债务6.5亿美元 [52] 各条业务线数据和关键指标变化 - 系统设计与分析(SD&A)业务2023年全年收入增长22% [26][49] - 数字IC业务2023年第四季度收入增长22%,全年增长22% [32][33] - 功能验证业务2023年第四季度收入增长11%,全年增长22% [36][49] - 自定义IC Virtuoso和Spectre业务2023年第四季度收入增长16% [41] - IP业务2023年第四季度收入增长36% [44][49] 各个市场数据和关键指标变化 - 中国市场2023年占公司收入17%,2024年预计下降至14%-15% [84] - 公司产品在全球前20大半导体公司广泛应用 [32] 公司战略和发展方向及行业竞争 - 公司持续执行"智能系统设计"战略,产品组合不断扩大,TAM机会增加三倍 [16][26][27][28][29][30][31] - 公司在3D-IC、芯片设计、系统仿真等领域保持领先地位,与生态系统合作伙伴关系深化 [19][28][29][33][34][35] - 公司在AI领域持续创新,与NVIDIA等公司深化合作 [20][21][22][24][34] - 公司IP业务通过收购等方式不断丰富产品线,满足AI和异构集成需求 [45] - 公司与Arm公司在定制SoC设计领域展开深度合作 [23] 管理层对经营环境和未来前景的评论 - 数字化转型、超大规模计算和自动驾驶等趋势,以及AI超级周期持续推动公司业务增长 [15] - 公司2024年收入和利润指引良好,预计硬件和IP业务将保持强劲增长 [54] - 公司对2024年的业务前景保持乐观,将持续推动创新和市场份额提升 [46][165][166] 问答环节重要的提问和回答 问题1 **Jason Celino 提问** 询问2023年末创纪录的订单量是否主要来自硬件业务 [59] **John Wall 回答** 订单量增长是广泛的,来自各个地区和各个业务线,硬件订单占比有所下降 [60][61] 问题2 **Charles Shi 提问** 询问Synopsys收购Ansys对公司的影响 [65] **Anirudh Devgan 回答** 公司已经6年前开始执行"智能系统设计"战略,在系统设计与分析等领域持续保持领先地位和强劲增长 [66][67][68][69] 问题3 **Vivek Arya 提问** 询问公司收入增长放缓的原因 [77][78] **John Wall 回答** 公司关注3年CAGR增长,连续3年超过15%,体现了公司业务的持续增长 [79][80][81]