财务数据和关键指标变化 - 第三季度总收入超过12亿美元，同比增长19% [20] - GAAP每股收益为0.87美元，非GAAP每股收益为1.64美元 [20] - 现金余额为27.86亿美元，运营现金流为4.1亿美元 [21] 各条业务线数据和关键指标变化 - 系统设计与分析业务在第三季度实现超过40%的年增长率 [14] - IP业务在第三季度实现超过50%的年增长率 [15] - 核心EDA业务实现9%的年增长率 [16] 各个市场数据和关键指标变化 - 在航空航天和国防领域，Cadence的解决方案得到了美国空军和陆军的扩展承诺 [13] - 中国市场的收入预计将低于去年，但设计活动正在恢复 [32][73] 公司战略和发展方向和行业竞争 - 公司继续执行智能系统设计战略，扩大市场机会 [8] - 与NVIDIA和Arm的合作加深，推动AI创新 [9][40] - 计划在未来继续投资于AI和云计算解决方案 [12][18] 管理层对经营环境和未来前景的评论 - 管理层对未来的前景持乐观态度，预计2024年将实现强劲增长 [24] - 设计活动在多个市场中持续强劲，尤其是在数据中心和汽车领域 [7][14] 其他重要信息 - 公司在第三季度推出了行业首个自动路由器，推动PCB销售增长 [11] - Cadence OnCloud平台的客户数量超过400，订单量在过去一年中翻倍 [12] 问答环节所有提问和回答 问题: 关于2025年的机会 - 管理层表示，全球对半导体的重视程度在增加，预计未来将继续投资于新厂 [25] 问题: 关于2024年第四季度的预期 - 管理层提到，第四季度的订单管道非常强劲，可能会与2021年相似 [26] 问题: 关于中国市场的需求 - 管理层预计，中国市场的收入将低于去年，但设计活动正在恢复 [32][73] 问题: 关于Cadence.AI产品的市场需求 - 管理层表示，Cadence.AI产品在主要客户中得到了广泛应用，客户普遍看到5%到20%的PPA改善 [35] 问题: 关于与Arm的合作 - 管理层提到，与Arm的合作正在扩展，涵盖多个市场，包括高性能计算和汽车 [40] 问题: 关于BETA CAE的贡献 - 管理层表示，BETA CAE的贡献正在增加，但不会单独指导其收入 [84]

Monday, October 28, 2024A healthy start to the trading week relied mostly on speculative valuation, as much of the factual reportage has yet to materialize. What we mean by this is most of the meaty reports with the potential to sway trading trajectories haven’t happened yet.Even still: the Dow was up +275 points, +0.65%, while the S&P 500 and Nasdaq grew +0.27% and +0.26% on the session, respectively. The small-cap Russell 2000 put up solid numbers for the day, +1.63% by the closing bell.It’s both Jobs Wee ...

Cadence Design Systems (CDNS) came out with quarterly earnings of $1.64 per share, beating the Zacks Consensus Estimate of $1.44 per share. This compares to earnings of $1.26 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 13.89%. A quarter ago, it was expected that this maker of hardware and software products for validating chip designs would post earnings of $1.23 per share when it actually produced earnings of $1.28, deliv ...

财务业绩 - 第三季度收入同比增长约19%[1] - 第三季度非GAAP营业利润率为45%[1] - 上调2024年非GAAP每股收益中值至5.90美元[1] - 总收入同比增长13%-14%，达到46.10亿美元至46.50亿美元[5] - 非GAAP每股收益同比增长14%-15%，达到5.87美元至5.93美元[5] 收入构成 - 经常性收入占总收入的80%-85%[5] - 来自期初订单的收入占比约70%[5] - 美国市场收入占比持续提升，从Q3的43%增至Q3的50%[6] - 中国市场收入占比从Q3的17%下降至Q3的13%[6] - 经常性收入占比从Q3的84%下降至Q3的82%[9] 财务预测 - 2024年全年收入预计为46.1-46.5亿美元,同比增长13%-14%[2] - 2024年全年GAAP营业利润率预计为29%-30%,非GAAP营业利润率预计为42%-43%[2] - 2024年全年GAAP每股收益预计为3.70-3.76美元,非GAAP每股收益预计为5.87-5.93美元[2] - 2024年全年经营现金流预计为10-12亿美元,预计使用约50%的自由现金流回购公司股票[2] - 第四季度收入预计为13.25-13.65亿美元,同比增长24%-28%[4] - 第四季度GAAP营业利润率预计为33.2%-34.2%,非GAAP营业利润率预计为45.2%-46.2%[4] - 第四季度GAAP每股收益预计为1.09-1.15美元,非GAAP每股收益预计为1.78-1.84美元[4] 成本费用 - 公司预计2024年全年非GAAP总成本和费用为26.62亿美元[26] - 公司2024年第三季度GAAP总成本和费用为8.65亿美元,非GAAP总成本和费用为6.71亿美元[25] - 2024年第三季度Cadence的股票期权费用占总收入的9%，收购无形资产摊销和并购整合费用占总收入的3%[29] - 2024年全年Cadence的股票期权费用占总收入的8%，收购无形资产摊销和并购整合费用占总收入的2%[30] - 2024年第三季度Cadence的重组费用占总收入的2%[29] - 2024年全年Cadence的重组费用占总收入的1%[30] - 2024年第三季度Cadence的非合格递延薪酬费用占总收入的0%[29] 盈利指标 - 公司预计2024年全年GAAP营业利润为13.51亿美元,非GAAP营业利润为19.68亿美元[27] - 公司2024年第三季度GAAP毛利率为86.6%,非GAAP毛利率为88.6%[28] - 2024年第三季度Cadence的GAAP营业利润率为29%，非GAAP营业利润率为45%[29] - 2024年全年Cadence预计GAAP营业利润率为29%-30%，非GAAP营业利润率为42%-43%[30] - 2024年第三季度Cadence的GAAP每股收益为0.87美元，非GAAP每股收益为1.64美元[32] - 2024年全年Cadence预计GAAP每股收益为3.70-3.76美元，非GAAP每股收益为5.87-5.93美元[33] - 2024年Cadence预计其他收支净额为-25至-35百万美元[36] 员工情况 - 2024年第三季度Cadence Design Systems公司员工人数为12,703人[18]

Cadence Design Systems, Inc (CDNS) is scheduled to release third-quarter 2024 results on Oct. 28. The Zacks Consensus Estimate for third-quarter 2024 earnings has been unchanged in the past 60 days at $1.44 per share. The consensus mark implies an increase of 14.3% from the year-ago actual. The Zacks Consensus Estimate for third-quarter 2024 revenues is pegged at $1.18 billion, indicating a 15.7% uptick from the year-ago actual.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.CDNS’ E ...

Analysts on Wall Street project that Cadence Design Systems (CDNS) will announce quarterly earnings of $1.44 per share in its forthcoming report, representing an increase of 14.3% year over year. Revenues are projected to reach $1.18 billion, increasing 15.7% from the same quarter last year.The current level reflects a downward revision of 0.2% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initia ...

Cadence Design Systems (CDNS) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released ...

The third-quarter 2024 earnings season is slowly gathering pace. The last two weeks of this month are crucial for market participants as six out of the “Magnificent 7” companies will report their quarterly financial numbers. Investors will closely monitor these results.Aside from these companies, several corporate bigwigs will report this month. We have narrowed our search to three technology giants that are set to beat on Q3 earnings results. These companies are Cadence Design Systems Inc. (CDNS) , Uber Te ...

Cadence Design Systems, Inc. (CDNS) is a leader in the electronic design automation ("EDA") space. The company’s Intelligent System Design strategy aids users to transform design concepts into reality by offering computational software, hardware and IP.In the last reported quarter, revenues of $1.061 billion topped the Zacks Consensus Estimate by 1.2% and increased 8.6% on a year-over-year basis. The figure surpassed the management’s guided range of $1.03-$1.05 billion. Expanding product portfolio as well a ...

In the latest market close, Cadence Design Systems (CDNS) reached $280.64, with a +0.39% movement compared to the previous day. This change outpaced the S&P 500's 0.21% loss on the day. Meanwhile, the Dow lost 0.14%, and the Nasdaq, a tech-heavy index, lost 0.05%.Shares of the maker of hardware and software products for validating chip designs have appreciated by 5.61% over the course of the past month, underperforming the Computer and Technology sector's gain of 9.62% and the S&P 500's gain of 5.94%.Market ...