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CDNS filed its 10-Q; the most relevant disclosure change is expanded Business combinations: Cadence completed acquisition of Hexagon D&E business on February 23, 2026 for $2.9 billion net of cash acquired ($2.2B cash + $902M in 3.2M shares); acquired intangible assets of $1.248 billion including $723M existing technology, $507M customer relationships.
Subscribe to read moreCadence Design Systems has scheduled its 2026 Annual Meeting of Stockholders for May 7, 2026 at 1:00 p.m. Pacific Time via virtual meeting, with stockholders of record as of March 9, 2026 eligible to vote. The proxy statement seeks stockholder approval on four proposals: election of eleven directors, approval to amend the Omnibus Equity Incentive Plan to increase authorized shares by 5,000,000, an advisory say-on-pay resolution approving named executive officer compensation, and ratification of PricewaterhouseCo...
Subscribe to read moreCadence Design Systems filed an S-3ASR registration statement to register up to 3,224,473 shares of common stock for potential resale by Hexagon Smart Solutions AB, a wholly-owned subsidiary of Hexagon AB. The shares were issued as partial consideration in connection with Cadence's acquisition of the design and engineering business of Hexagon Smart Solutions AB pursuant to a September 4, 2025 equity purchase agreement. Cadence will not receive any proceeds from the sale of these shares by the selling stockholder...
Subscribe to read moreCadence Design Systems, Inc. completed its acquisition of the design and engineering business of Hexagon Smart Solutions AB on February 23, 2026. As partial consideration, Cadence issued 3,224,473 shares of common stock to the seller. The transaction was conducted under Section 4(a)(2) and Regulation S exemptions from securities registration requirements.
Subscribe to read moreCDNS filed its 10-K; the most relevant disclosure change is added Legal proceedings settlement: Paid $140.6 million in Q3 2025 to BIS and DOJ to settle export control violations related to China sales between 2015-2021; plea agreement with DOJ includes 3-year probation and compliance obligations.
Subscribe to read moreCadence reported Q4 2025 revenue of $1.440 billion, up 6.2% year-over-year, and FY 2025 revenue of $5.297 billion, up 14.1% year-over-year. Non-GAAP EPS of $7.14 for FY 2025 grew approximately 20% versus $5.97 in FY 2024. The company issued FY 2026 guidance for revenue of $5.9 billion to $6.0 billion, representing 11% to 13% growth, with non-GAAP EPS of $8.05 to $8.15, up 13% to 14% year-over-year at the midpoint. Record backlog of $7.8 billion at year-end 2025 positions the company for continued growth. For Q1...
Subscribe to read moreCDNS filed its 10-Q; the most relevant disclosure change is expanded Business combinations: Cadence announced pending acquisition of Hexagon's design and engineering business for €2.70 billion (€1.89 billion cash plus €810 million in Cadence shares) on September 4, 2025, expected to close Q1 2026. Also completed acquisition of Arm's Artisan Foundatio.
Subscribe to read moreCadence Design Systems reported Q3 2025 revenue of $1.339 billion, which was in line with the prior guidance midpoint. GAAP EPS of $1.05 and non-GAAP EPS of $1.93 both exceeded prior guidance midpoints. The company raised its full-year 2025 revenue outlook to $5.262-$5.292 billion, representing approximately 14% growth year-over-year at the midpoint, up from the prior range of $5.210-$5.270 billion. Non-GAAP EPS guidance for FY 2025 was raised to $7.02-$7.08 at the midpoint, compared to the prior midpoint of $6.90.
Subscribe to read moreCadence Design Systems has entered into an Equity Purchase Agreement to acquire Hexagon Smart Solutions AB's design and engineering business for an enterprise value of €2.70 billion. The transaction will be funded with approximately €1.89 billion in cash (from cash on hand and borrowings under existing debt facilities) and approximately €810 million in newly issued Cadence common stock. The acquisition is subject to regulatory approvals including Hart-Scott Rodino clearance and is expected to close in Q1 2026, w...
Subscribe to read moreCDNS filed its 10-Q; the most relevant disclosure change is added Loss related to contingent liability: Cadence recorded a $128.5 million loss related to a contingent liability for export control violations involving sales to China between 2015-2021. On July 27, 2025, Cadence reached a settlement with BIS and DOJ requiring aggregate payments of $140.6 million du. Customer concentration: Customer A represented 10% of accounts_receivable.
Subscribe to read moreCadence Design Systems issued a press release on July 28, 2025 announcing financial results for the quarter ended June 30, 2025. The actual financial figures and year-over-year comparisons are contained in Exhibit 99.01 (Press Release) and Exhibit 99.02 (CFO Commentary), which are not included in the 8-K wrapper text provided. The filing references Q2 2025 results but the specific revenue, EPS, and margin figures are not available in the source document text.
Subscribe to read moreOn July 2, 2025, the Bureau of Industry and Security (BIS) rescinded export license requirements for Cadence's electronic design automation software and technology classified under Export Control Classification Numbers 3D991 and 3E991 when a party to the transaction is located in China or is a Chinese military end user. Cadence is in the process of restoring access to affected customers in accordance with the updated U.S. export regulations. This rescission reverses requirements that BIS had imposed on May 23, 2...
Subscribe to read moreCDNS filed its 10-Q; the most relevant disclosure change is expanded Legal proceedings - BIS/DOJ investigation: Cadence has been responding to subpoenas from BIS (February 2021) and DOJ (November 2023) regarding sales and business activity in China; in December 2024, Cadence began discussions with BIS and DOJ regarding their preliminary findings and a potential resoluti.
Subscribe to read moreCadence Design Systems reported Q1 2025 revenue of $1.242 billion, up 23% year-over-year, with non-GAAP EPS of $1.57, up 34% year-over-year, exceeding Q1 guidance for all key metrics. The company raised its full-year 2025 revenue guidance by $10 million at midpoint to $5.19 billion and raised its full-year non-GAAP EPS midpoint by $0.02 to $6.78. Operating cash flow was $487 million for the quarter.
Subscribe to read moreCadence Design Systems has filed its definitive proxy statement for the 2025 Annual Meeting of Stockholders to be held on May 8, 2025 at 1:00 p.m. Pacific Time via virtual meeting. Stockholders of record as of March 10, 2025 will vote on the election of ten directors, an advisory say-on-pay resolution for named executive officer compensation, ratification of PricewaterhouseCoopers LLP as independent auditor, and a stockholder proposal regarding political spending disclosure. The proxy references Cadence's fiscal...
Subscribe to read moreCDNS filed its 10-K; the most relevant disclosure change is changed Product category classification: Reorganized into three product categories: Core EDA (71% of revenue), IP (13%), and System Design and Analysis (16%).
Subscribe to read moreCadence Design Systems reported Q4 2024 revenue of $1.356 billion, exceeding expectations with 27% year-over-year growth driven by strength across all business segments. Non-GAAP EPS of $1.88 beat the prior year by 36%. For full year 2024, revenue grew 13.5% to $4.641 billion with non-GAAP operating margin of 42.5%. The company issued FY 2025 guidance projecting revenue of $5.14 billion to $5.22 billion (11-12% growth) and non-GAAP EPS of $6.65 to $6.75.
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