Synopsys this week raised its long-term targets, signed a $1 billion-plus IP deal with Amazon and announced a revenue-sharing partnership with OpenAI. CFO Shelagh Glaser explains how the Ansys acquisition, Elliott’s activist stake and a shift to royalty-based IP change the company’s financial model. She also covers what has to go right for GAAP operating margin to roughly double next year.

#TheDrillDown #Synopsys #SNPS #ShelaghGlaser #EDA #Semiconductors #ChipDesign #Ansys #AIchips #SiliconIP #ElliottManagement #CFO




Learn more about your ad choices. Visit megaphone.fm/adchoices

Drill Down Insider #24: Vinci CEO Hardik Kabaria

The Drill Down is  focused on the business stories of stocks on the move, hosted by veteran financial journalist Cory Johnson. Through insightful interviews with CEOs and investors, meaningful research and in-depth analysis, The Drill Down provides a clearer picture of what’s really going on under the hood at publicly traded companies. 



This is business news for business people.