CADENCE DESIGN WKN: 873567 ISIN: US1273871087 Kürzel: CDNS Forum: Aktien Thema: Hauptdiskussion

Deswegen

Ich 🤮

Was denn los

Da haben wir doch wieder am ATH gekratzt 😀

😍

Ui, was ist denn heute los?

5 Jahreschart weiter formidable 👌

Super Zahlen, schöner Kursanstieg. Läuft wieder

$CDNS | Cadence Design Systems Q3'24 Earnings Highlights: 🔹 Adjusted EPS: $1.64 (Est. $1.44) 🟢; UP +30% YoY 🔹 Revenue: $1.215B (Est. $1.18B) 🟢; UP +19% YoY FY24 Guidance: 🔹 Revenue: $4.61B-$4.65B (Est. $4.63B) 🟡 🔹 Non-GAAP EPS: $5.87-$5.93 (Est. $5.89) 🟡 Q3 Segments Revenue: 🔹 Product & Maintenance: $1.10B; UP +14% YoY 🔹 Services: $115.1M; more than doubled from $57.3M YoY Operational Metrics: 🔹 Adj Operating Margin: 45% (Est. 41.5%) 🟢; Improved from 41% YoY 🔹 Adj Net Income: $450.2M (Est. $397.5M) 🟢; UP +31% YoY 🔹 Backlog: $5.6B 🔹 Current Remaining Performance Obligations (cRPO): $2.9B Business Highlights: 🔸 Strong growth across portfolio, driven by IP, SD&A, and hardware systems 🔸 System Design & Analysis business achieved +47% YoY revenue growth 🔸 IP business showed +59% YoY growth, with a major partner signing a deal for AI product roadmap development 🔸 Functional Verification revenue grew +22% YoY, reflecting strong demand for AI and automotive systems CEO Anirudh Devgan's Commentary: 🔸 "Cadence delivered exceptional Q3 results, driven by the strength of our portfolio, particularly in IP, SD&A, and hardware systems. AI is becoming integral to the design workflow, and http://Cadence.AI is accelerating adoption." CFO John Wall's Commentary: 🔸 "We saw 19% revenue growth YoY, with recurring revenue growth returning to low teens. China revenue improved and contributed 13% to total Q3 revenue. Our Q4 bookings pipeline looks strong, positioning us for a solid FY24." Strategic Focus: 🔸 http://Cadence.AI portfolio enhanced by GenAI agents, AI-driven optimization, and the JedAI big data analytics platform 🔸 Expansion in the multi-physics portfolio to support AI and hyperscale customers 🔸 Strengthening partnerships to support growth across automotive and cloud markets Outlook: 🔸 Strong second half expected, supported by a robust Q4 bookings pipeline

Gute Frage, GD 200 ist gerissen. Das schöne plus dahin. Am Montag werden Zahlen gemeldet meine ich, dann schaue ich weiter

Tja, das ist durch. Und nun?

Neues ATH. Unglaublich die Aktie. Läuft und läuft

Perfekte Kaufgelegenheit

Na, wie erwartet ...

Bis jetzt hat das aber irgendwie keine negativen Folgen...mal schauen wie die übern Teich darauf reagieren....