CDNS · Full Picture

CADENCE DESIGN SYSTEMS INC — the full picture

Trailing window · 2026-05-11 to 2026-08-09

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Guidance / Outlook · Guidance & outlookPriority 66
    1 forward row(s); quote_verified
    TIKR reported Cadence raised its full-year 2026 revenue growth target to 19% and reported a record $8.1 billion backlog.
  2. Backlog and Demand Trends · Demand, orders & backlogPriority 64
    quote_verified
    Cadence reported a record $8.1 billion backlog.
  3. Revenue Performance and Mix · Revenue growth & mixPriority 64
    +19.5% revenue (realized); quote_verified
    Cadence reported $2.11 EPS and $1.58 billion in revenue.
  4. Agentic AI Product Launch · Products & launchesPriority 27
    quote_verified
    Cadence introduced AuraStack AI, an agentic AI platform for PCB and advanced packaging design.

Threads by pillar

Revenue & Demand Priority 68 · 3 threads

Guidance & Outlook Priority 66 · 1 thread

Expected impact by metric

metricforward netforward grossrealized
revenue——+19.5%