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第三财季业绩及指引均逊于预期 新思科技(SNPS.US)暴跌超35%
Zhi Tong Cai Jing· 2025-09-10 14:05
Core Viewpoint - Synopsys (SNPS.US) experienced a significant stock drop of over 35%, marking its largest decline since 2004, following disappointing Q3 earnings and guidance [1] Financial Performance - For the third fiscal quarter ending July 31, Synopsys reported a year-over-year revenue increase of 14%, reaching $1.74 billion [1] - Adjusted earnings per share (EPS) were $3.39, falling short of analyst expectations of $3.80 EPS and $1.77 billion in revenue [1] Future Guidance - Synopsys anticipates adjusted EPS for Q4 to be between $2.76 and $2.80, with revenue projected between $2.23 billion and $2.26 billion [1] - Analysts had previously estimated Q4 EPS at $4.50 and revenue at $2.1 billion, indicating a significant downward revision in expectations [1] Management Commentary - CFO Shelagh Glaser indicated a cautious outlook for Q4 due to underperformance in the design intellectual property business, while still expecting continued profit growth for the year [1]
美股异动 | 第三财季业绩及指引均逊于预期 新思科技(SNPS.US)暴跌超35%
智通财经网· 2025-09-10 14:04
Core Viewpoint - Synopsys (SNPS.US) experienced a significant drop of over 35% in its stock price, marking the largest decline since 2004, following disappointing Q3 earnings and guidance [1] Financial Performance - For the third fiscal quarter ending July 31, Synopsys reported a year-over-year revenue increase of 14%, reaching $1.74 billion [1] - Adjusted earnings per share (EPS) were $3.39, falling short of analyst expectations of $3.80 EPS and $1.77 billion in revenue [1] Future Guidance - Synopsys projects adjusted EPS for Q4 to be between $2.76 and $2.80, with revenue expected to be between $2.23 billion and $2.26 billion [1] - Analysts had previously estimated Q4 EPS at $4.50 and revenue at $2.1 billion, indicating a significant downward revision in expectations [1] Management Commentary - CFO Shelagh Glaser indicated a cautious outlook for Q4 due to underperformance in the design intellectual property business, while still expecting continued profit growth for the year [1]
EDA软件龙头新思科技美股暴跌35%
Xin Lang Cai Jing· 2025-09-10 14:02
Group 1 - The core viewpoint of the article highlights that Synopsys, a leading EDA software company, experienced a significant stock decline of 35% following disappointing third-quarter earnings and guidance that fell short of expectations [1] Group 2 - The company's third-quarter performance was below market expectations, leading to a sharp drop in stock price [1] - The guidance provided by the company for future performance also did not meet investor forecasts, contributing to the negative market reaction [1]
新思科技股价暴跌 31%,创 2004 年以来最大跌幅。
Xin Lang Cai Jing· 2025-09-10 13:41
来源:滚动播报 新思科技股价暴跌 31%,创 2004 年以来最大跌幅。 ...
EDA软件龙头新思科技股价暴跌31%
Mei Ri Jing Ji Xin Wen· 2025-09-10 13:41
Core Viewpoint - The stock price of Synopsys, a leading EDA software company, plummeted by 31%, marking its largest decline since 2004, following a quarterly earnings report that fell short of expectations [1] Company Summary - Synopsys experienced a significant drop in stock price, indicating potential investor concerns regarding its financial performance [1] - The quarterly earnings report revealed results that did not meet market expectations, contributing to the sharp decline in stock value [1] Industry Summary - The EDA software industry may face increased scrutiny as investors react to underperformance from leading companies like Synopsys [1] - The substantial drop in stock price could signal broader implications for investor confidence in the EDA sector [1]
STIFEL下调新思科技目标价至550美元
Ge Long Hui A P P· 2025-09-10 12:54
格隆汇9月10日|STIFEL将新思科技目标价从650美元大幅下调至550美元。 ...
新思科技盘前下跌逾20% 第三财季业绩及指引低于预期
Zheng Quan Shi Bao· 2025-09-10 12:49
Core Viewpoint - Synopsys reported disappointing Q3 earnings, attributing the decline to a slowdown in its design IP business and challenges faced by major foundry clients [1][2] Financial Performance - For Q3, Synopsys achieved a revenue of $1.74 billion, a 14% year-over-year increase, but below the expected $1.77 billion; adjusted EPS was $3.39, down from $3.43 a year ago [1] - The design automation business revenue grew by 23% year-over-year to $1.31 billion, exceeding market expectations of $1.18 billion; however, the design IP business revenue fell by 7.7% to $427.6 million, below the expected $552.1 million [1] - The adjusted operating profit for the quarter was $669.8 million [1] Future Guidance - For Q4, Synopsys expects adjusted EPS between $2.76 and $2.80, significantly lower than the market expectation of $4.50; revenue is projected to be between $2.23 billion and $2.26 billion, compared to the market expectation of $2.1 billion [2] - For the full year, the company anticipates EPS between $12.76 and $12.80, and revenue between $7.03 billion and $7.06 billion, while analysts had expected EPS of $15.13 and revenue of $6.74 billion [2] Industry Context - Synopsys, along with Cadence and Siemens EDA, constitutes the "big three" in the EDA market, collectively holding over 70% market share [2] - In May, the U.S. Department of Commerce imposed export restrictions on the big three, requiring licenses for sales to customers in mainland China, which has impacted business operations [2] - By July, the companies announced the lifting of temporary bans, allowing full access for Chinese customers to their software and technology [2]
美股异动丨新思科技盘前大跌近20%,Q3业绩及Q4指引不及预期
Ge Long Hui· 2025-09-10 08:36
Core Viewpoint - Synopsys (SNPS.US) experienced a significant pre-market drop of nearly 20% to $485.75 following the release of its Q3 earnings report, which showed revenue growth but fell short of market expectations [1] Financial Performance - For the third fiscal quarter ending July 31, Synopsys reported a revenue increase of 14% year-over-year, reaching $1.74 billion, but this was below the expected $1.77 billion [1] - The adjusted earnings per share (EPS) for the quarter were $3.39, which also fell short of market expectations of $3.80 [1] Future Guidance - For the fourth fiscal quarter, Synopsys projected an adjusted EPS of $2.76 to $2.80, significantly lower than the market expectation of $4.50 [1] - The company anticipates revenue for the fourth quarter to be between $2.23 billion and $2.26 billion, compared to the market expectation of $2.1 billion [1]
新思科技(SNPS.US)Q3业绩及指引逊于预期 股价盘后暴跌18%
Zhi Tong Cai Jing· 2025-09-09 23:24
周二美股盘后,电子设计自动化(EDA)软件公司新思科技(SNPS.US)股价暴跌18.44%,此前该公司公布 的第三财季业绩及指引均逊于预期。 新思科技表示,在截至7月31日的第三财季,其营收同比增长14%,达到17.4亿美元;调整后每股收益为 3.39美元。分析师此前预计该公司营收为17.7亿美元,调整后每股收益为3.80美元。 新思科技首席财务官Shelagh Glaser表示,在设计知识产权业务表现不佳的情况下,公司"对第四季度持 更为谨慎的态度,同时预计今年仍将连续实现盈利增长"。 展望未来,新思科技预计第四财季调整后每股收益在2.76美元至2.80美元之间,营收预计在22.3亿美元 至22.6亿美元之间。此前分析师预计该公司每股收益为4.50美元,营收为21亿美元。 新思科技预计全年每股收益在12.76美元至12.80美元之间,营收在70.3亿美元至70.6亿美元之间。分析师 此前预计该公司每股收益为15.13美元,营收为67.4亿美元。 第三财季设计自动化业务营收同比增长23%,达到13.1亿美元,高于市场预期的11.8亿美元。然而,设 计知识产权(IP)业务营收同比下降7.7%,至4.276亿美 ...
思科(CSCO.US)推出AI驱动Splunk可观察性工具,助力企业提升数字资产可靠性
Zhi Tong Cai Jing· 2025-09-09 13:49
思科(CSCO.US)正式推出由agentic AI驱动的Splunk可观察性工具,旨在帮助企业提升数字资产整体可靠 性。此次升级的可观察性工具通过统一跨应用程序的可见性、融入业务环境数据,并借助AI代理支持 完整事件响应流程,同步实现性能与质量的实时追踪。 此外,新增专业分析模块——AI代理监控与AI基础设施监控,专门用于监控AI代理、大语言模型(LLM) 及底层基础设施的性能表现。 据披露,多项关键功能(包括Splunk AI代理监控、AI故障排除代理、ITSI事件摘要)已正式商用;部分精选 AI创新功能则处于私人预览阶段,待后续逐步推广。 公司声明强调:"通过Splunk Observability最新创新,企业可轻松主动监控关键应用及数字服务,在问题 扩大前快速解决,确保可观察性投入的价值回报与成本支出相匹配。" 增强版产品组合包含三大核心功能:AI故障排除代理可自动检测、诊断并推荐问题修复方案;Event iQ功 能支持团队设置自动警报关联;ITSI事件摘要则提供分组警报概览以加速故障排查。 ...