Group 1: Custom Analog Design - The article discusses the latest advancements in the Virtuoso and Spectre platforms, which are the most popular tools in the industry for custom integrated circuit design and simulation [1] - Cadence invites partners in China to share their experiences on how they utilize Cadence's custom design, simulation verification, and parasitic extraction tools to enhance design verification efficiency and delivery quality [1] Group 2: System Verification Solutions and Methodologies - The focus is on showcasing how Cadence's verification tools can improve chip verification efficiency and provide system-level verification solutions [2] - The session will address key concerns and solutions relevant to the field, offering new insights and practical technical references [2] Group 3: AI-Driven Verification - The session highlights the latest applications of AI technology in the verification domain, including the use of formal techniques in multiple IP-level verifications [6][7] - It aims to provide new insights and practical references for the industry by discussing various user cases that utilize AI in verification [7] Group 4: Technical Highlights and Schedule - The event features a detailed schedule of presentations, including topics such as hardware emulation, power analysis of AI chips, and optimization techniques for gate-level simulation [5][8] - The conference will also include interactive games and opportunities for participants to engage with the content and win prizes [11]

Group 1: Company Performance - Huaneng International (0902.HK) reported a revenue of approximately 1120.32 billion yuan, a year-on-year decrease of 5.7%, while net profit attributable to shareholders was about 92.62 billion yuan, an increase of 24.26% [1][2] - ZTO Express (2057.HK) saw a nearly 4% increase following a meeting by the State Post Bureau addressing issues in the express delivery industry, aiming for high-quality development [1] - Standard Chartered Group (2888.HK) rose over 3% after signing a strategic cooperation memorandum with Alibaba to enhance the integration of financial services and AI technology [1] Group 2: Industry Trends - Oil stocks in Hong Kong collectively rose, with China Petroleum (0857.HK) up 2% and Sinopec (0386.HK) and CNOOC (0883.HK) both rising over 1%, driven by Trump's comments on potential sanctions against Russian oil buyers, leading to a spike in oil prices [2] - Steel stocks saw significant gains, with China Oriental Group (0581.HK) up 10%, supported by expectations of policy changes aimed at reducing "involution" in the industry, which may enhance valuations [3] - The three-child policy concept stocks rebounded, with H&H International (1112.HK) rising 4.28% after the announcement of a new childcare subsidy program [3] Group 3: Market Reactions - CRO concept stocks strengthened, with Fangda Holdings (1521.HK) increasing by 14.49%, indicating positive market sentiment towards the sector [4] - Fosun Pharma (2196.HK) rose over 4% after signing a licensing agreement for a drug aimed at Alzheimer's and other neurological diseases [5] Group 4: US Market Highlights - Kyndryl Holdings (CDNS.US) increased by 9.74% after reporting a second-quarter non-GAAP net income of $1.65 per share, exceeding analyst expectations [6] - Charter Industries (GTLS.US) surged 15.82% following a strong earnings report, with adjusted earnings per share of $2.59 [6] - PayPal (PYPL.US) fell by 8.66% despite raising its 2025 earnings forecast, indicating mixed market reactions to its brand upgrade strategy [6]

Cadence Design Systems was one of the top-performing stocks in the S&P 500 Tuesday after the firm settled legal proceedings with the U.S. government and lifted its full-year outlook. https://t.co/i0Wu8b0vvn ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________ FORM 10-Q _____________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000-15867 _____________________________________ CADENCE D ...

Core Insights - Cadence Design Systems Inc reported strong second-quarter earnings, leading to a rally in its stock price [1] - Revenue grew by 20.2% year-on-year to $1.275 billion, exceeding expectations by 2% [2] - Non-GAAP earnings per share reached $1.65, beating the consensus estimate of $1.56 [2] Revenue and Earnings Outlook - Management raised the revenue outlook for 2025 by $50 million, citing stronger than expected bookings and a robust pipeline [3] - Operating margin guidance was increased by 20 basis points to 44% at the midpoint [3] - Earnings projection was raised by 12 cents per share [3] Market Reaction and Analyst Ratings - Cadence shares rose by 8.83% to $363.23 following the earnings report [5] - Piper Sandler downgraded the rating from Overweight to Neutral but raised the price target from $328 to $355 [6] - Goldman Sachs maintained a Buy rating with a price target of $400 [6] Demand and Competitive Position - Core EDA revenue was reported at $906 million, surpassing the consensus of $884 million [4] - The company is experiencing stronger broad-based demand for its EDA products [4] - There is potential for significant pricing accretion from AI features in core EDA products over time [5]

Core Viewpoint - Cadence Design Systems (CDNS.US) shares rose over 9%, reaching a record high of $364.24 following the release of strong Q2 earnings results [1] Financial Performance - The company reported a non-GAAP net income of $1.65 per diluted share for Q2, up from $1.28 per share in the same period last year, exceeding the FactSet analyst estimate of $1.56 [1] - Quarterly revenue was $1.28 billion, an increase from $1.06 billion year-over-year, also surpassing the analyst expectation of $1.25 billion [1] Future Guidance - The company anticipates adjusted earnings per share for fiscal year 2025 to be between $6.85 and $6.95, with projected revenue of $5.21 billion to $5.27 billion [1]

智通财经APP获悉，周二，铿腾电子(CDNS.US)涨超9%，续创历史新高，报364.24美元。消息面上，该 公司周一公布的第二财季非公认会计准则净收益为摊薄后每股1.65美元，高于去年同期的1.28美元， FactSet调查的分析师预计为1.56美元。季度收入为12.8亿美元，高于去年同期的10.6亿美元，分析师预 计为12.5亿美元。该公司表示，预计2025财年的调整后每股收益为6.85美元至6.95美元，营业收入为52.1 亿美元至52.7亿美元。 ...

Cadence Design Systems Inc CDNS reported better-than-expected second-quarter financial results and raised its FY25 adjusted EPS and revenue guidance on Monday. These analysts made changes to their price targets on Cadence Design following earnings announcement. Considering buying CDNS stock? Here's what analysts think: Read This Next: Photo via Shutterstock Loading... Cadence Design Systems reported second-quarter revenue of $1.28 billion, beating analyst estimates of $1.26 billion. The company reported sec ...

大事提醒： 7月29日，铿腾电子(CDNS)开盘上涨7.33%，截至21:30，报358.215美元/股，成交1.04亿美元，总市值 978.08亿美元。 财务数据显示，截至2025年06月30日，铿腾电子收入总额25.18亿美元，同比增长21.65%；归母净利润 4.34亿美元，同比减少9.12%。 公司的客户遍布全球,皆为最具创新能力的企业,他们向消费电子、超大规模计算、5G通讯、汽车、航 空、工业和医疗等最具活力的应用市场交付从芯片、电路板到系统的卓越电子产品。 本文源自：金融界 作者：行情君 7月28日，铿腾电子获Robert W. Baird上调目标价至380美元，最新评级Outperform。 资料显示，铿腾电子科技有限公司在计算软件领域拥有超过 30 年的专业经验,是电子设计产业的关键领 导者。基于公司的智能系统设计战略,Cadence 致力于提供软件、硬件和 IP 产品,助力电子设计概念成为 现实。 ...

Core Insights - Cadence Design Systems (CDNS) reported Q2 2025 non-GAAP EPS of $1.65, exceeding estimates by 5.1% and showing a year-over-year increase of 28.9% [1][9] - Revenues reached $1.275 billion, surpassing estimates by 1.3% and increasing 20.3% year-over-year, driven by strong demand for AI-driven solutions [2][9] - The company settled with the Department of Justice for $141 million related to investigations into China sales from 2015 to 2021 [3] Financial Performance - CDNS ended the quarter with a backlog of $6.4 billion and current-remaining performance obligations of $3.1 billion [4] - Management raised the 2025 revenue outlook to $5.21-$5.27 billion, up from the previous range of $5.15-$5.23 billion, indicating a 12% growth from the prior year [5] - Non-GAAP EPS for 2025 is now expected to be between $6.85 and $6.95, reflecting a 13.4% increase from the previous year [5] Stock Performance - CDNS stock rose 6.6% in after-market trading and 8.5% in pre-market shares, outperforming the Computer - Software industry which grew 24.1% over the past year [7] Segment Performance - Product & Maintenance revenues, accounting for 91.8% of total revenues, rose 21.7% year-over-year to $1.17 billion, while Services revenues increased 5% to $105 million [10] - Core EDA, IP, and Systems Design & Analysis contributed 71%, 13%, and 16% to total revenues, respectively, with the System Design & Analysis benefiting from 3DIC technologies and AI-driven solutions [11][12] Margin and Cost Analysis - Total non-GAAP costs and expenses increased 14.8% year-over-year to $729 million, while non-GAAP gross margin contracted by 130 basis points to 87.2% [14] - Non-GAAP operating margin expanded by 270 basis points year-over-year to 42.8% [14] Balance Sheet and Cash Flow - As of June 30, 2025, CDNS had cash and cash equivalents of $2.823 billion, with long-term debt at $2.478 billion [15] - Operating cash flow for the quarter was $378 million, with free cash flow at $334 million; the company repurchased shares worth $175 million [16] Future Outlook - For Q3 2025, revenues are estimated to be between $1.305 billion and $1.335 billion, with non-GAAP EPS anticipated between $1.75 and $1.81 [18] - Non-GAAP operating margin for 2025 is forecasted to be between 43.5% and 44.5% [17]