Cadence Design System Inc Stock Price, News & Analysis

Cadence (Nasdaq: CDNS) has scheduled its second quarter 2025 financial results webcast for Monday, July 28, 2025, at 2:00 PM Pacific Time. The presentation will feature Dr. Anirudh Devgan, president and CEO, along with John Wall, senior vice president and CFO.

The webcast recording will be accessible on the company's investor relations website from 5:00 PM PT on July 28 until 5:00 PM PT on September 16, 2025.

Cadence announced an expanded collaboration with Samsung Foundry, featuring a new multi-year IP agreement and joint development initiatives. The partnership focuses on advancing AI-driven design solutions for Samsung's SF4X, SF5A, and SF2P process nodes, targeting AI data centers, automotive (including ADAS), and RF connectivity applications. Key developments include expanded memory and interface IP solutions, digital full flow certification for SF2P node, automated analog design migration from 4nm to 2nm, RF chip/package co-design capabilities, and enhanced 3D-IC power integrity analysis. The collaboration has achieved significant milestones, including 80-90% resolution of IR-drop violations in high-speed CPU chips and streamlined design processes for mmWave applications. The partnership aims to accelerate time to market for SoCs, chiplets, and 3D-ICs while enhancing designer productivity.

Cadence announced its collaboration with NVIDIA to provide optimized solutions for the world's first industrial AI cloud. The partnership enables European manufacturers to access Cadence's design tools optimized for NVIDIA Grace Blackwell platforms, including the Fidelity CFD Platform, Spectre X Simulator, Voltus IC Power Integrity Solution, and Innovus Implementation System. The solutions, running on NVIDIA's infrastructure of 10,000 Blackwell GPUs, offer up to 80X acceleration in solver performance. A notable success case is Ascendance, which achieved 20X faster simulation runtimes in aviation design. The collaboration also features the NVIDIA Omniverse Blueprint integration with Cadence Reality Digital Twin Platform for optimized AI factory operations. Additionally, Cadence introduced its Millennium M2000 Supercomputer, combining their software with NVIDIA CUDA-X libraries and Blackwell platform to accelerate silicon, system, and drug design workflows.

Cadence Design Systems (NASDAQ: CDNS) has announced that Senior Vice President and CFO John Wall will participate in a fireside chat at the BofA Securities 2025 Global Technology Conference. The presentation is scheduled for Tuesday, June 3, 2025, at 10:00 a.m. PDT.

The event will be accessible via live webcast on the company's website, and the recording will remain available for replay for 180 days through Cadence's investor relations page at cadence.com/cadence/investor_relations.

Cadence (CDNS) has unveiled the Tensilica NeuroEdge 130 AI Co-Processor (AICP), a new processor designed to complement neural processing units (NPUs) for AI applications. The processor delivers 30% area savings and over 20% reduction in dynamic power and energy while maintaining performance levels. The NeuroEdge 130 AICP features an extensible design compatible with various NPUs and is supported by the NeuroWeave Software Development Kit.

The processor is specifically designed for end-to-end execution of agentic and physical AI networks in automotive, consumer, industrial, and mobile SoCs. It includes VLIW-based SIMD architecture with configurable options and optimized ISA for non-NPU tasks. The product is currently available and is ISO 26262-ready for automotive applications.

Cadence (NASDAQ: CDNS) unveiled its new Millennium M2000 Supercomputer featuring NVIDIA Blackwell systems at CadenceLIVE Silicon Valley 2025. The supercomputer integrates Cadence's solvers with NVIDIA HGX B200 systems, RTX PRO 6000 Blackwell Server Edition GPUs, and CUDA-X libraries. Key features include: - Up to 80X higher performance vs CPU-based systems - 20X lower power consumption - Optimized for EDA, system design, and drug discovery applications The M2000 targets three main applications: 1. Semiconductor/3D-IC design - reducing chip-level power integrity simulations from two weeks to less than a day 2. Autonomous system design - accelerating data center digital twins and virtual simulations 3. Life science innovation - speeding up drug discovery through enhanced computational power The system is available both in cloud and on-premises configurations.

Cadence Design Systems (NASDAQ: CDNS) has announced that Nimish Modi, Senior Vice President and General Manager of Strategy & New Ventures, will participate in a virtual fireside chat at the 20th Annual Needham Technology, Media, & Consumer Conference. The presentation is scheduled for Monday, May 12, 2025, at 10:30 a.m. PDT. Investors and interested parties can access the live webcast through Cadence's website, and the presentation will remain available for replay for 90 days following the event.

Cadence has significantly expanded its design IP portfolio optimized for Intel 18A and Intel 18A-P technologies, focusing on advancing AI, HPC, and mobility applications. The collaboration includes:

• New IP additions including 224G SerDes, DDR5-12.8G, and UCIe 1.1 48G for chiplet architectures
• AI-driven digital and analog/custom design solutions certified for Intel 18A PDK
• Advanced packaging workflow development using Intel's EMIB-T technology

As a founding member of the Intel Foundry Chiplet Alliance, Cadence is strengthening its partnership with Intel Foundry to deliver optimized power, performance, and area efficiencies. The expanded portfolio leverages RibbonFET Gate-all-around transistors and PowerVia backside power delivery network, enabling customers to accelerate time-to-market for cutting-edge system-on-chip designs.

Cadence reported strong Q1 2025 financial results, with revenue reaching $1.242 billion, up 23% year-over-year. The company's non-GAAP earnings per share increased 34% to $1.57.

Key financial highlights:

• GAAP operating margin improved to 29.1% from 24.8% in Q1 2024
• Quarter-end backlog reached $6.4 billion
• Current remaining performance obligations stood at $3.2 billion

The company raised its 2025 outlook, now expecting:

• Revenue between $5.15-5.23 billion
• Non-GAAP EPS of $6.73-6.83

Business performance was strong across segments, with Semiconductor IP revenue growing 40% and Core EDA revenue up 16%. The AI-driven Cadence Cerebrus platform gained nearly 50 new customers in Q1. The company expanded its partnership with NVIDIA and saw over 50% growth in System Design and Analysis revenue.