Core Viewpoint - The CadenceLIVE China 2025 User Conference is set to take place on August 19, 2025, in Shanghai, serving as a significant platform for technical exchange in the EDA industry in China [1]. Event Details - The conference will feature a keynote address by KT Moore, Vice President of Market and Business Development at Cadence, starting at 9:30 AM [3]. - The agenda includes various presentations on topics such as AI-driven design challenges and the integration of global standards with local innovations [7][10][12]. Registration Information - Attendees can register for the event by scanning a QR code or clicking on the provided link at the end of the article [4][22]. Technical Sessions Overview - The afternoon sessions will cover a range of topics in custom analog design, including advancements in simulation platforms and methods to enhance circuit design efficiency [19][20]. - There will also be a focus on AI-driven verification and functional signoff, with multiple presentations scheduled throughout the afternoon [21].

Core Insights - Cadence Design Systems, Inc. (CDNS) is set to release its second-quarter 2025 results on July 28, with earnings expected to be $1.57 per share, reflecting a 22.7% increase year-over-year, and revenues estimated at $1.26 billion, indicating an 18.7% growth from the previous year [1][2] Financial Expectations - For Q2 2025, CDNS anticipates revenues between $1.25 billion and $1.27 billion, up from $1.06 billion in the same quarter last year. Non-GAAP EPS is projected to be between $1.55 and $1.61, compared to $1.28 in the prior year [2][8] - The company has a strong earnings surprise history, having beaten the Zacks Consensus Estimate in the last four quarters with an average surprise of 6.7% [2] Stock Performance - CDNS stock has increased by 25.4% over the past year, outperforming the Computer-Software industry, which grew by 21.4%, and the S&P 500 composite, which rose by 22.1% [5] Market Drivers - Robust design activity in sectors such as data centers and automotive is driven by trends in artificial intelligence (AI), hyperscale computing, 5G, and autonomous driving, leading to increased demand for Cadence's solutions [6][10] - The company's ratable software model, strong backlog of $6.4 billion, and high recurring revenue mix are additional positive factors [7][8] Revenue Breakdown - The Core EDA business is expected to generate revenues of $905.6 million, reflecting a 17% year-over-year growth, driven by demand for new hardware systems and digital solutions [11] - The System Design and Analysis division is projected to achieve revenues of $177.5 million, indicating a 19.5% increase year-over-year, supported by demand for AI-powered solutions [12] - The IP business division is anticipated to see revenues rise by 26.5% to $174.5 million year-over-year, bolstered by demand for AI solutions and chiplet use cases [13] Strategic Collaborations - CDNS is collaborating with major tech companies like Qualcomm and NVIDIA on next-generation AI designs, which is expected to enhance its market position [9]