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800亿订单!Ansys支撑Synopsys创史上最高收入
是说芯语· 2025-12-11 01:56
Core Insights - Synopsys reported record-high financial metrics for FY2025 and Q4, with total revenue reaching $7.054 billion, a 15% increase from FY2024's $6.127 billion [1] - Q4 revenue was particularly strong at $2.255 billion, significantly exceeding last year's $1.636 billion and surpassing the company's previous guidance [1] Financial Highlights - The company ended the fiscal year with a substantial backlog of $11.4 billion (approximately 80 billion RMB) in unfulfilled orders, providing a solid foundation for future revenue [3] - Ansys, which was recently consolidated into Synopsys, contributed $756.6 million in revenue for FY2025, with Q4 alone accounting for $667.7 million, indicating a significant impact on overall performance [3] Strategic Outlook - Synopsys' management expressed strong optimism for future growth, with CEO Sassine Ghazi stating that FY2025 is a year of redefining the company as a leader in "silicon to system" engineering solutions [4] - For FY2026, the company has set a revenue guidance midpoint of $9.610 billion, which includes an expected $2.9 billion contribution from Ansys [6] Market Positioning - Analysts believe that Synopsys is solidifying its strategic layout by divesting non-core assets and integrating Ansys, positioning itself to capitalize on the growing demand for integrated engineering software solutions driven by AI and semiconductor industry upgrades [7]