Corpusense

Synopsys (SNPS) earnings call transcript summary & sentiment

Last call Wed 26 Aug 2026·Next expected Wed 25 Nov 2026not yet confirmed

Our read on the 26 August 2026 earnings call

Overall tone: Positive

Overall tone

Positive

Executive Summary

Synopsys delivered strong 2026 Q3 performance, generating total revenue of $2.477 billion (up 42% YoY, including $711 million from ANSYS), non-GAAP operating margin of 41.6%, and non-GAAP EPS of $3.91, all topping guidance ranges.

Core Signals

Revenue Growth & Demand: Q3 revenue grew 42% YoY to $2.477 billion including $711 million from ANSYS, while organic EDA revenue grew 8.5% YoY and is set to accelerate to double digits in Q4 and full year.

Bullish Signals

Organic EDA revenue accelerated against a tough prior-year comparison and is targeted for double-digit growth in Q4 and full-year FY26.

Risk Signals

The newly launched Multiphysics Fusion solution will not generate material revenue until FY27.

Q&A Signals

Repeated analyst topics: Analysts repeatedly questioned drivers of EDA acceleration, monetization models for agentic AI tools, and adoption timelines for joint ANSYS solutions.

Key Investor Debate

The central investor debate focuses on whether Synopsys can effectively monetize new AI workflows and joint ANSYS software solutions before broader non-AI semi demand fully recovers.

Analyst Takeaway

Synopsys demonstrates excellent operational momentum, effectively converting AI architectural complexity into robust top-line growth and impressive margin expansion.

Those are the opening lines. The full read covers the whole earnings transcript: every bullish and bearish signal, what analysts pressed hardest on, and where management answered vaguely — each with the quote behind it. Every line sourced.

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Earnings call history & sentiment

6 of its last 7 calls fell on a Wednesday, every one at 17:00 ET, after the close.

Date Day Period Corpusense read
2026-08-26Wednesday2026 Q3Positive
2026-05-27Wednesday2026 Q2Positive
2026-02-25Wednesday2026 Q1Positive
2025-12-10Wednesday2025 Q4—
2025-09-09Tuesday2025 Q3—
2025-05-28Wednesday2025 Q2—
2025-02-26Wednesday2025 Q1—

Earnings calls across Software

The companies Synopsys is read alongside. Each has its own earnings call dates and sentiment.

ADBEAdobe Inc.ADSKAutodeskCDNSCadence Design SystemsCRMSalesforceCRWDCrowdStrikeDDOGDatadogFICOFair IsaacFTNTFortinet

Synopsys is one of the S&P 500 companies we track

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