CDNS
케이던스
Source: dsi_quarterly · analyst_consensus (internal DB). DSI from quarterly filings; consensus as of collection.
Suppliers
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Cadence Design Systems
Customers
Competitors
Notes
Cadence is one of the 'Big Three' EDA vendors alongside Synopsys and Siemens EDA, forming a near-oligopoly essential to all advanced chip design. Growth is driven by AI/HPC design complexity and expansion into system design analysis (Ansys-overlapping domains via tools like Clarity and Celsius). US export controls on EDA tools to China are a key ongoing risk.
Cadence filed its 10-Q for the quarter ended June 30, 2026, covering financial performance, balance sheet, and management commentary. Full filing body not analyzed; description inferred from form + item codes. PMs should watch for EDA software revenue trends, AI-driven design tool demand, and any updated full-year guidance given Cadence's bellwether role in semiconductor IP and verification markets.
Cadence filed an 8-K under Item 2.02 disclosing Q2 2026 results of operations, likely including revenue, EPS, and updated full-year guidance for the EDA/IP software leader. Full filing body not analyzed; description inferred from form + item codes. PMs should watch for signals on AI-driven design tool demand and any revision to the annual outlook.
Filing reports board/officer changes (Item 5.02) alongside routine annual meeting vote outcomes (Item 5.07). Full filing body not analyzed; description inferred from form + item codes. PM relevance is low unless the personnel change involves the CEO or CFO — worth a quick check of who left or joined, but typically not a thesis-moving event for an EDA leader like CDNS.
Cadence filed its Q1 FY26 10-Q covering the quarter ended 2026-03-31, which should detail EDA/IP revenue mix, backlog, China exposure, and AI-design tooling traction relevant to KR/TW foundry and fabless customers. Full filing body not analyzed; description inferred from form + item codes. PMs should compare bookings growth and China commentary against guidance set at the prior earnings release.
Filing flagged Item 2.02 (results of operations) with supporting Item 9.01 exhibits, indicating a quarterly earnings release likely covering revenue, EPS, bookings/backlog, and updated full-year guidance. As a key EDA vendor to TSMC, Samsung, and SK hynix, Cadence's print and outlook are a leading read on semiconductor design activity and capex appetite across KR/TW. Full filing body not analyzed; description inferred from form + item codes.
Cadence reported an unregistered sale of equity securities under Item 3.02, typically tied to M&A consideration, private placements, or convertible-note settlements rather than a public raise. Full filing body not analyzed; description inferred from form + item codes. PMs should check dilution magnitude and whether the issuance funds an acquisition or strategic investment relevant to EDA/semiconductor design tooling.
Cadence's FY2025 10-K should detail full-year EDA and IP revenue, AI-driven design tool demand, backlog, and exposure to Asian foundry/semis customers (TSMC, Samsung, SK Hynix). Full filing body not analyzed; description inferred from form + item codes. PM-relevant for read-across on AI chip design spend, semicap capex cycles, and Korea/Taiwan customer concentration.
Filing under Item 2.02 indicates Cadence released quarterly earnings results, with Item 9.01 covering the accompanying press release exhibit. PMs should watch EDA bookings, AI-design tailwinds, and FY guidance — key reads on semiconductor design demand from KR/TW/US foundry and fabless customers. Full filing body not analyzed; description inferred from form + item codes.
Filing reports an officer or director change (Item 5.02) with supporting exhibits (Item 9.01). PM relevance depends on the role: a CEO/CFO move is material, while board-level or junior-officer turnover is typically not. Full filing body not analyzed; description inferred from form + item codes.