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新思科技Synopsys(SNPS)2026财年第一季度公司概况投资者展示报告「NASDAQ」(英文版)(18页).pdf

上传人: 1****1 编号:1143809 2026-02-26 18页 1.78MB

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1、Corporate Overview for InvestorsFebruary 2026 2026 Synopsys,Inc.2Forward-Looking StatementsThis presentation contains forward-looking statements,including,but not limited to,statements regarding Synopsys,Inc.s(Synopsys,we or our)short-term and long-term financial targets,expectations and objectives;

2、our businesses,business segments,strategies,partnerships,initiatives and opportunities,including,among other things,the reallocation of resources in our Design IP segment to higher growth opportunities and planned restructuring activities;industry growth and technological trends,such as artificial i

3、ntelligence;business and market outlook;the macroeconomic environment and global economic conditions;the impact of current and future U.S.and foreign trade regulations,government actions and regulatory changes,such as export control restrictions and tariffs,including the anticipated impact of China

4、export control restrictions;the Ansys integration and its expected impact,including expected synergies and the timing thereof and our ability to create joint solutions as a combined company;planned dispositions and their expected impact;our key customers,customer concentration,customer demand and ma

5、rket expansion;strategies related to our products,technology and services,including product development and our planned product releases and capabilities;the expected realization of our contracted but unsatisfied or partially unsatisfied performance obligations(backlog);planned stock repurchases;our

6、 expected tax rate;and the impact and result of pending legal,regulatory,administrative and tax proceedings.These statements involve risks,uncertainties and other factors that could cause our actual results,time frames or achievements to differ materially from those expressed or implied in such forw

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1. **公司目标**:Synopsys长期目标包括收入实现行业领先的两位数增长(EDA双位数、Design IP中 teens),长期非GAAP营业利润率目标为40%多,非GAAP每股收益(EPS)增长目标为 teens范围。 2. **2026财年指引**:收入目标95.6亿-96.6亿美元,非GAAP营业利润率约40.5%,非GAAP稀释EPS目标14.38-14.46美元。 3. **业务布局**:EDA领域全球第一,尤其在数字设计与验证、AI驱动EDA技术领先;Design IP全球第二,接口IP和基础IP市场份额第一;仿真与分析(S&A)领域主导多物理场分析。 4. **风险提示**:包括宏观经济不确定性、半导体行业增长波动、地缘政治政策影响(如出口管制)、客户集中度高、并购整合风险(如ANSYS收购)等。 5. **非GAAP调整**:2026财年EPS目标需剔除无形资产摊销、股权激励等调整项(如摊销约8.39亿美元),GAAP与非GAAP指标差异显著。
**Synopsys增长目标?** **AI如何驱动创新?** **EDA市场地位如何?**
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