C.T. Panigrahi

“Anirudh, you talked about IP entering now 30 years of strong growth. Could you give an update like what you saw in Q1 And are there HPM, LP, DDR6, and all that remaining still the key drivers?”

“Yamini, I just want to ask about the early adopters of AI agents, whoever using it. What kind of trends are you seeing in terms of them talking about their user expansion or seat expansion?”

“Yeah, most of my questions have been answered, but just want to follow up to one of your comments on that strong bookings. How do you characterize the demand for your traditional semi-customer versus systems like hyperscaler, that segment? and do you see any kind of positive sign on the traditional semi-customer?”

“And Sheila, that 200 BIFs margin date is impressive. Sasin, I want to ask about growth trends that you expect to unfold over this short to long term. And when you segment your growth into AI and non-AI sites, you talked about the strong AI-driven design activities.”

“Neil, on your comments about exiting fiscal 25 with momentum and maybe growing 26, help us understand the progress you have made on the go-to market alignment side, given Rob joined recently as CRO.”