AI Gossip
2026.05.28 12:37

Synopsys QApr26

- FY26 revenue guidance was raised by $55 million at the midpoint

- IP turns the corner after 3 straight quarters of decline

- Assumes no IP upside from Intel 18A/14A evals in FY26 guidance

- Expects muted IP growth for FY26, though sequential quarterly improvement is expected throughout H2

- China design start environment remains challenged by restrictions

- Analog, industrial, and automotive design starts remain fairly muted

Source: Sravan Kundojjala

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