The earnings call reflected strong financial performance and growth in key segments like AI and design IP, alongside robust demand in sectors such as AI and HPC. However, the decline in the China market and potential new export restrictions present significant challenges. Despite these concerns, the company's guidance reiteration and ongoing strategic initiatives, such as the acquisition of ANSYS, contribute to a cautiously positive outlook.

Company Guidance -

Q3 2025

During the Synopsys earnings call for the second quarter of fiscal year 2025, the company highlighted a 10% year-over-year increase in revenue, surpassing the midpoint of their guidance. Non-GAAP EPS also exceeded the guided range, reflecting robust performance in the AI and HPC sectors, despite a slowdown in China and subdued non-AI market demand. The design automation segment saw a 6% revenue growth, while design IP revenue surged by 21%. Notable achievements included the launch of the HAPS 200 and ZeBu 200 verification products and the successful deployment of complex 3D designs. The company reaffirmed its full-year revenue and non-GAAP operating margin targets but updated EPS guidance due to Q2 results and bond issuance. For the third quarter, revenue is projected between $1.755 and $1.785 billion, with non-GAAP earnings per share expected to range from $3.82 to $3.87. Despite macroeconomic challenges, Synopsys remains confident in its leadership position and growth prospects, driven by AI, software-defined systems, and silicon proliferation trends.

Revenue and Earnings Growth

Synopsys reported a 10% year-over-year increase in revenue for Q2, reaching $1.6 billion, and non-GAAP EPS of $3.67, exceeding the guided range.

Design IP Segment Performance

The Design IP segment saw a revenue increase of 21% year over year, driven by strong demand for high-speed SerDes IP and other products.

AI and HPC Sector Strength

Continued robustness in AI and HPC sectors, with significant customer engagements and design wins for flagship CPU and GPU cores.

Pending Acquisition of ANSYS

Regulatory clearances obtained in all jurisdictions except China, with active negotiations ongoing to secure approval, expected to close in the first half of the year.

Synopsys (DE:SYP) Earnings, Revenues Date & History

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DE:SYP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 09, 2025	2025 (Q3)	3.25 / -	2.95	―	―	―
May 28, 2025	2025 (Q2)	2.92 / 3.16	2.58	22.33% (+0.58)
Feb 26, 2025	2025 (Q1)	2.40 / 2.61	3.062	-14.89% (-0.46)
Dec 04, 2024	2024 (Q4)	2.84 / 2.92	2.726	7.26% (+0.20)
Aug 21, 2024	2024 (Q3)	2.82 / 2.95	2.477	19.10% (+0.47)
May 22, 2024	2024 (Q2)	2.54 / 2.58	2.185	18.11% (+0.40)
Feb 21, 2024	2024 (Q1)	2.95 / 3.06	2.253	35.88% (+0.81)
Nov 29, 2023	2023 (Q4)	2.61 / 2.73	1.643	65.97% (+1.08)
Aug 16, 2023	2023 (Q3)	2.36 / 2.48	1.806	37.14% (+0.67)
May 17, 2023	2023 (Q2)	2.13 / 2.18	2.15	1.60% (+0.03)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DE:SYP Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 28, 2025	€447.15	€410.10	-8.29%
Feb 26, 2025	€452.50	€448.75	-0.83%
Dec 04, 2024	€558.00	€496.65	-10.99%
Aug 21, 2024	€503.90	€503.30	-0.12%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.