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Cadence Design Systems, Inc. (CDNS) Q4 2025 Earnings Call Transcript

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Cadence reported Q4 2025 revenue of $1.12 billion, up 12% YoY, driven by AI and quantum computing design tools, exceeding Wall Street estimates. CEO Anirudh Devgan highlighted surging demand for EDA software in advanced chip development. The company secured multi-year deals with top semiconductor firms, including quantum-focused partnerships, expanding its market share in high-performance computing. CFO John Wall noted 20% growth in recurring revenue streams. Cadence unveiled a quantum circuit simulation platform, targeting error correction and qubit optimization, accelerating commercial quantum hardware development. Devgan called it a "breakthrough" for scalable quantum systems. 2026 guidance projects 15% revenue growth, with quantum and AI tools as key drivers. Analysts pressed on R&D investments, which Devgan defended as critical for maintaining leadership in emerging tech. Wall confirmed a $1 billion share buyback program, citing strong cash flow from quantum and AI-driven design wins. The stock rose 8% in after-hours trading on the upbeat outlook.

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SA Transcripts158.45K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Cadence Design Systems, Inc. (CDNS) Q4 2025 Earnings Call February 17, 2026 5:00 PM EST Company Participants Richard Gu - Vice President of Investor RelationsAnirudh Devgan - CEO, President & DirectorJohn Wall - Senior VP & CFO Conference Call Participants Vivek Arya - BofA Securities, Research DivisionJoseph Vruwink - Robert W. Baird & Co. Incorporated, Research DivisionJoseph Quatrochi - Wells Fargo Securities, LLC, Research DivisionJames Schneider - Goldman Sachs Group, Inc., Research DivisionGary Mobley - Loop Capital Markets LLC, Research DivisionYu Shi - Needham & Company, LLC, Research DivisionSitikantha Panigrahi - Mizuho Securities USA LLC, Research DivisionLee Simpson - Morgan Stanley, Research DivisionJason Celino - KeyBanc Capital Markets Inc., Research DivisionJay Vleeschhouwer - Griffin Securities, Inc., Research DivisionGianmarco Conti - Deutsche Bank AG, Research DivisionRuben Roy - Stifel, Nicolaus & Company, Incorporated, Research DivisionAndrew DeGasperi - BNP Paribas, Research DivisionWei Chia - Citigroup Inc., Research DivisionJoshua Tilton - Wolfe Research, LLCNay Soe Naing - Joh. Berenberg, Gossler & Co. KG, Research Division Presentation Operator Ladies and gentlemen, good afternoon. My name is Abby, and I'll be your conference operator today. At this time, I would like to welcome everyone to the Cadence Fourth Quarter and Fiscal Year 2025 Earnings Conference Call. [Operator Instructions] Thank you. And I will now turn the call over to Richard Gu, Vice President of Investor Relations for Cadence. Please go ahead. Richard GuVice President of Investor Relations Thank you, operator. I would like to welcome everyone to our fourth quarter of 2025 earnings conference call. I'm joined today by Anirudh Devgan, President and Chief Executive Officer; and John Wall, Senior Vice President and Chief Financial Officer. The webcast of this call and a copy of today's prepared remarks will be available on our website, cadence.com. Today's discussion will contain forward-looking statements, including our

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Cadence Design Systems, Inc. (CDNS) Q4 2025 Earnings Call Transcript

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