CDNS · Cadence Design Systems Inc · Earnings Call Transcripts & Audio
$330.19
+6.02 (+1.86%)
At close · Sep 30
Return incl. dividend (before tax)
Market Cap
$89.41B
Shares
275.82M
Volume · Sep 30
2.97M
Avg daily vol (3M)
2.37M
Cadence Design Systems Inc Earnings Call Transcripts
Quarterly earnings calls for Cadence Design Systems Inc (CDNS), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲20.2%
$902.55M
$186.31M
'22 Q3
22-10-24
▲16.4%
$899.88M
$240.39M
'22 Q4
23-02-13
▲13.3%
$1.02B
$241.80M
'23 Q1
23-04-24
▲13.9%
$976.58M
$221.12M
'23 Q2
23-07-24
▲13.4%
$1.02B
$254.32M
'23 Q3
23-10-23
▲18.8%
$1.07B
$323.90M
'23 Q4
24-02-12
▼1.2%
$1.01B
$247.64M
'24 Q1
24-04-22
▲8.6%
$1.06B
$229.52M
'24 Q2
24-07-22
▲18.8%
$1.22B
$238.11M
'24 Q3
24-10-28
▲26.9%
$1.36B
$340.21M
'24 Q4
25-02-18
▲23.1%
$1.24B
$273.58M
'25 Q1
25-04-28
▲20.2%
$1.28B
$160.05M
'25 Q2
25-07-28
▲10.1%
$1.34B
$287.12M
'25 Q3
25-11-18
▲6.2%
$1.44B
$388.14M
'25 Q4
26-02-17
LATEST
▲18.7%
$1.47B
$335.66M
'26 Q1
26-04-27
Conference
Investor event
2026-09-09
Cadence Design Systems Inc (CDNS) September 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2026-07-27
Cadence Design Systems Inc (CDNS) Q2 2026 Earnings Call Transcript
Confident tone
Strategic Partnerships / Foundry Collaborations
Advanced Packaging and 3DIC
Backlog and Bookings
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-27
Cadence Design Systems Inc (CDNS) Q1 2026 Earnings Call Transcript
Confident tone
Agentic AI Platform
Physical AI and Hexagon Acquisition
System Design and Analysis / 3D-IC
Revenue
$1.47B
▲ 18.7% YoY Diluted EPS
$1.23
▲ 23% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-17
Cadence Design Systems Inc (CDNS) Q4 2025 Earnings Call Transcript
Confident tone
China Market
AI Solutions and Agentic AI
Physical AI and Autonomous Systems
Revenue
$1.44B*
▲ 6.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Conference
Investor event
2025-12-09
Cadence Design Systems Inc (CDNS) December 2025 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q3
2025-11-18
Cadence Design Systems Inc (CDNS) Q3 2025 Earnings Call Transcript
Confident tone
AI demand and design opportunities
Backlog and bookings strength
3D-IC and foundry partnerships (TSMC, Samsung)
Revenue
$1.34B
▲ 10.1% YoY Diluted EPS
$1.05
▲ 20.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-28
Cadence Design Systems Inc (CDNS) Q2 2025 Earnings Call Transcript
Confident tone
Customer partnerships and design wins
System Design and Analysis (SDA)
AI-driven product portfolio momentum
Revenue
$1.28B
▲ 20.2% YoY Diluted EPS
$0.59
▼ 29.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-04-28
Cadence Design Systems Inc (CDNS) Q1 2025 Earnings Call Transcript
Confident tone
System design and digital twins
Strategic partnerships and ecosystem
AI-driven product portfolio
Revenue
$1.24B
▲ 23.1% YoY Diluted EPS
$1.00
▲ 9.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-18
Cadence Design Systems Inc (CDNS) Q4 2024 Earnings Call Transcript
Confident tone
China revenue uncertainty and conservative guide
Foundry ecosystem and advanced nodes
AI-driven product portfolio momentum
Revenue
$1.36B*
▲ 26.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-28
Cadence Design Systems Inc (CDNS) Q3 2024 Earnings Call Transcript
Confident tone
China revenue dynamics
Strategic partnerships (NVIDIA, Arm, TSMC)
AI-driven automation and Cadence.AI portfolio
Revenue
$1.22B
▲ 18.8% YoY Diluted EPS
$0.87
▼ 6.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-22
Cadence Design Systems Inc (CDNS) Q2 2024 Earnings Call Transcript
Confident tone
Automotive and 3D-IC demand
System Design and Analysis (SDA) / Multiphysics
Backlog and revenue outlook
Revenue
$1.06B
▲ 8.6% YoY Diluted EPS
$0.84
▲ 3.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-22
Cadence Design Systems Inc (CDNS) Q1 2024 Earnings Call Transcript
Confident tone
Strategic partnerships and ecosystem expansion
System Design and Analysis (SDA) growth
Hyperscaler and system-company design activity
Revenue
$1.01B
▼ 1.2% YoY Diluted EPS
$0.91
▲ 2.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-12
Cadence Design Systems Inc (CDNS) Q4 2023 Earnings Call Transcript
Confident tone
Hardware / Palladium and Protium momentum
2024 financial outlook and backlog
China and macro environment
Revenue
$1.07B*
▲ 18.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-23
Cadence Design Systems Inc (CDNS) Q3 2023 Earnings Call Transcript
Revenue
$1.02B
▲ 13.4% YoY Diluted EPS
$0.93
▲ 36.8% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-24
Cadence Design Systems Inc (CDNS) Q2 2023 Earnings Call Transcript
Revenue
$976.58M
▲ 13.9% YoY Diluted EPS
$0.81
▲ 19.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-24
Cadence Design Systems Inc (CDNS) Q1 2023 Earnings Call Transcript
Revenue
$1.02B
▲ 13.3% YoY Diluted EPS
$0.89
▲ 4.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-13
Cadence Design Systems Inc (CDNS) Q4 2022 Earnings Call Transcript
Revenue
$899.88M*
▲ 16.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-24
Cadence Design Systems Inc (CDNS) Q3 2022 Earnings Call Transcript
Revenue
$902.55M
▲ 20.2% YoY Diluted EPS
$0.68
▲ 7.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-25
Cadence Design Systems Inc (CDNS) Q2 2022 Earnings Call Transcript
Revenue
$857.52M
▲ 17.7% YoY Diluted EPS
$0.68
▲ 21.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-25
Cadence Design Systems Inc (CDNS) Q1 2022 Earnings Call Transcript
Revenue
$901.77M
▲ 22.5% YoY Diluted EPS
$0.85
▲ 26.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-22
Cadence Design Systems Inc (CDNS) Q4 2021 Earnings Call Transcript
Revenue
$773.04M*
▲ 1.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-25
Cadence Design Systems Inc (CDNS) Q3 2021 Earnings Call Transcript
Revenue
$750.89M
▲ 12.6% YoY Diluted EPS
$0.63
▲ 8.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-26
Cadence Design Systems Inc (CDNS) Q2 2021 Earnings Call Transcript
Revenue
$728.28M
▲ 14.1% YoY Diluted EPS
$0.56
▲ 19.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-26
Cadence Design Systems Inc (CDNS) Q1 2021 Earnings Call Transcript
Revenue
$736.03M
▲ 19.1% YoY Diluted EPS
$0.67
▲ 52.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-22
Cadence Design Systems Inc (CDNS) Q4 2020 Earnings Call Transcript
Revenue
$759.91M*
▲ 26.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-19
Cadence Design Systems Inc (CDNS) Q3 2020 Earnings Call Transcript
Revenue
$666.61M
▲ 15% YoY Diluted EPS
$0.58
▲ 61.1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-20
Cadence Design Systems Inc (CDNS) Q2 2020 Earnings Call Transcript
Revenue
$638.42M
▲ 10% YoY Diluted EPS
$0.47
▲ 23.7% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-20
Cadence Design Systems Inc (CDNS) Q1 2020 Earnings Call Transcript
Revenue
$617.96M
▲ 7.1% YoY Diluted EPS
$0.44
▲ 2.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-12
Cadence Design Systems Inc (CDNS) Q4 2019 Earnings Call
Revenue
$599.55M*
▲ 5.2% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–29 of 29 earnings calls
Key facts
CIK
813672
CUSIP
127387108
13F (30d)
35 filings
19 filers
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