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

Cadence Design wird voraussichtlich über 100 Millionen US-Dollar zahlen, um eine Untersuchung wegen illegaler Verkäufe an eine chinesische Militäruniversität beizulegen. Die Einigung könnte erhebliche Auswirkungen auf die Aktie des Chipdesign-Softwareunternehmens haben.

Was für eine Achterbahnfahrt mit dieser Aktie 🙄

Warum ist sie so stark gestiegen?

Back on track

Endlich gehts vorwärts😄

Deswegen

Handelsblatt: Experten fürchten Eskalation des Handelskriegs: USA beschränken Verkauf von Chipsoftware nach China https://hbapp.handelsblatt.com/cmsId/100131702.html?utm_medium=in&utm_source=app&utm_campaign=share

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