ANSYS, Inc.'s (ANSS) Lumerical Photonic Design Tools have been certified by GlobalFoundries for use on the GF Fotonix platform. This is set to empower engineers with high-fidelity simulation capabilities for both passive and active photonic components, supporting the development of cutting-edge chips used in generative artificial intelligence (AI), autonomous vehicles, hyperscale data centers and Internet of Things (IoT) applications. Ansys' Strategic Partnerships Bode Well Ansys is well-positioned to benef ...

Core Insights - Ansys and GlobalFoundries have collaborated to certify four Ansys photonic solvers for the GF Fotonix platform, enhancing the design capabilities for passive and active photonic components [2][4] - The GF Fotonix platform is the only commercially available foundry platform that allows for the monolithic integration of photonic and electronic components, catering to high-speed optical communications [3][6] - The certified Ansys solutions include FDTD, MODE, CHARGE, and HEAT, which support a wide range of design capabilities essential for photonic integrated circuits (PICs) [4][6] Company Overview - Ansys has over 50 years of experience in simulation software, enabling innovators to bridge the gap between design and reality [6] - The company's mission focuses on powering innovation that drives human advancement across various industries, including semiconductors and medical devices [7] Industry Context - The demand for high-capacity chips has surged due to the rise of compute-heavy technologies like AI, necessitating advanced design tools for photonic chip development [5] - The collaboration aims to address design challenges in photonic chip design, which is often time-consuming and costly, thereby empowering customers to develop next-generation technologies [5][6]

ANSYS, Inc. (ANSS) recently announced the integration of advanced data processing and visualization capabilities, powered by NVIDIA Omniverse, into select products, beginning with Fluent and AVxcelerate Sensors. It will showcase its advanced physics solvers and demonstrate these cutting-edge capabilities at NVIDIA GTC in San Jose, CA, from March 18-21 at Booth #224.These enhancements will optimize simulation workflows by automating data preparation and enabling high-fidelity models that provide deeper insig ...

Select NVIDIA Omniverse-powered features will be available for Ansys high-fidelity CFD and autonomous vehicle solutions in Q3 2025, with additional applications to follow Key Highlights  Integrating NVIDIA Omniverse into Ansys software will enable users to visualize simulation data in photorealistic digital environments, providing more intuitive engineering insights for applications in automotive, aerospace, electronics, healthcare, energy, and more The first Ansys solutions to newly incorporate NVIDIA Omni ...

Core Insights - Ansys has achieved a breakthrough in aerodynamics simulations in collaboration with Volvo Cars and NVIDIA, significantly reducing simulation run time from 24 hours to 6.5 hours, which allows for multiple design iterations per day and accelerates time-to-market for electric vehicles (EVs) [2][4][6] Group 1: Technological Advancements - The collaboration utilizes eight NVIDIA Blackwell GPUs for the solver and CPU cores for meshing, resulting in a 2.5X speed increase in solve time compared to using 2,016 CPU cores on cost-equivalent hardware [4][7] - Ansys Fluent software enables high-fidelity computational fluid dynamics (CFD) models, which are essential for designing energy-efficient battery electric vehicles (BEVs) [7][8] Group 2: Industry Impact - The advancements in simulation technology set a benchmark for the automotive industry and other sectors requiring precise fluid flow simulation, such as aerospace and consumer electronics [2][6] - The accelerated simulation process helps Volvo Cars meet critical emissions, range, and efficiency standards, including the Worldwide Harmonized Light Vehicles Test Procedure (WLTP) requirements [5][6] Group 3: Future Prospects - The combination of high-fidelity modeling and extreme solver speed empowers companies to run more simulations, maximizing results and developing more performant products [6][7] - Ansys and NVIDIA's collaboration is paving the way for the future of computer-aided engineering, enabling customers to tackle complex challenges with unprecedented scalability [6][8]

Core Insights - Ansys and NVIDIA have introduced a new technology framework aimed at enhancing cardiovascular research through AI, advanced simulation, and visualization, making simulation more accessible to non-experts [2][7] - The collaboration focuses on creating tailored solutions that empower clinicians to analyze human heart anatomies in detail, facilitating better decision-making in patient care [2][5] Technology Framework - The framework combines Ansys and NVIDIA's open-source technologies, allowing for customized workflows and improved collaboration among users [2][7] - PyAnsys, a collection of open-source Python libraries, enables users to run simulations and process results automatically, bridging Ansys tools with Python scripting [3][4] Application in Healthcare - The demonstration at NVIDIA GTC showcased how the framework can assist in predicting outcomes for cardiovascular disease, which is the leading cause of death globally [5] - Clinicians can utilize the "PyAnsys-Heart" library to generate specific anatomical models for patients, enhancing visualization and insights that were previously difficult to access [5][6] Future Developments - Ansys and NVIDIA plan to leverage their collaboration to develop high-fidelity, multi-modality simulations for healthcare applications, including the NVIDIA Isaac for Healthcare platform [6][8] - The integration of advanced GPU computing and AI is expected to significantly impact personalized healthcare and medical imaging [8]

Group 1 - Ansys (NASDAQ: ANSS) shares are believed to have a slight upside of 8% when evaluated separately from a potential merger with Synopsys [1] - The analyst has extensive experience in private banking, corporate finance, and strategic advisory across multiple continents, including managing cross-border M&A transactions in Indonesia [1] - The goal is to provide well-researched commentary on various industries and asset classes, focusing on high-growth technology equities, undervalued blue-chip stocks, and niche market opportunities [1] Group 2 - The article does not contain any stock, option, or similar derivative positions in the companies mentioned, nor does it plan to initiate any such positions within the next 72 hours [2] - The article expresses the author's own opinions and is not receiving compensation from any company mentioned [2] - Seeking Alpha clarifies that past performance is not indicative of future results and that no investment recommendations are being made [3]

Group 1 - The core viewpoint of the article is that Synopsys has received preliminary approval from the UK's Competition and Markets Authority (CMA) for its acquisition of Ansys, contingent on asset divestitures, and the deal is expected to be completed by mid-2025 [1][2] - Synopsys reported strong Q1 FY2025 earnings with an EPS of $3.03, exceeding expectations of $2.79, and revenue of $1.46 billion, slightly above the anticipated $1.45 billion [2] - The acquisition aims to enhance Synopsys' market position by integrating its software products with Ansys' engineering simulation software, addressing previous concerns about innovation suppression and price increases [2] Group 2 - Synopsys has a market capitalization of $68.88 billion and a gross margin of 81.35%, indicating a robust financial position with cash reserves exceeding its debt [1] - The company is actively seeking regulatory approvals in other jurisdictions for the acquisition, which is part of its strategic initiative to expand its offerings in electronic design automation and silicon IP [1] - Stifel maintains a buy rating on Synopsys following its strong Q1 performance and positive future guidance, setting a target price of $620, while remaining optimistic about the company's growth potential despite challenges in the Chinese market [2]

Core Points - ANSYS, Inc. reported fourth-quarter 2024 earnings of $4.44 per share, exceeding the Zacks Consensus Estimate by 11% and reflecting a year-over-year increase of 12.7% [1] - Revenues reached $882.2 million, surpassing the Zacks Consensus Estimate by 1%, with a year-over-year growth of 9.6% on a reported basis and 11% on a constant currency basis [2] - The company announced a $35 billion acquisition deal with Synopsys, with shareholders receiving $197 in cash and 0.3450 Synopsys shares per ANSS share, which has received regulatory approvals in several jurisdictions [3][4] Financial Performance - Subscription lease revenues, accounting for 50% of total revenues, increased by 12.1% year over year to $441.1 million, while perpetual licenses revenues rose 1.7% to $102.3 million [6] - Maintenance revenues climbed 13.8% year over year to $319.4 million, while service revenues decreased by 1.2% to $19.4 million [6] - Total deferred revenues and backlog amounted to $1,718.3 million, reflecting a year-over-year increase of 16.7% [8] Operational Metrics - The Americas contributed 51.9% to total revenues, with a year-over-year increase of 11.5% to $457.8 million, while EMEA revenues grew 16.3% to $269.1 million [8] - Non-GAAP gross margin improved by 30 basis points to 94.6%, and non-GAAP operating margin increased to 53.3% from 53% in the prior-year quarter [10] - Cash from operations rose by 10.9% to $258 million compared to $232.7 million in the prior-year quarter [11] Market Performance - ANSS shares increased by 2.3% in after-market trading on February 19, 2025, with a 5.6% gain over the past year, compared to the Zacks Computer - Software industry's growth of 9.5% [5]

Company Performance - Ansys reported quarterly earnings of $4.44 per share, exceeding the Zacks Consensus Estimate of $4 per share, and up from $3.94 per share a year ago, representing an earnings surprise of 11% [1] - The company posted revenues of $882.17 million for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 0.98%, and an increase from $805.11 million year-over-year [2] - Over the last four quarters, Ansys has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times [2] Future Outlook - The sustainability of Ansys's stock price movement will depend on management's commentary during the earnings call and future earnings expectations [3] - The current consensus EPS estimate for the upcoming quarter is $1.70 on revenues of $527.9 million, and for the current fiscal year, it is $11.28 on revenues of $2.77 billion [7] - The estimate revisions trend for Ansys is mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Computer - Software industry, to which Ansys belongs, is currently in the bottom 46% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Ansys's stock performance [5]