Multiphysics Fusion add-on capabilities are expected to become a new EDA growth contributor starting in fiscal 2027.
Agentic AI workflows are being positioned for a subscription-plus-consumption commercial model that could increase EDA software consumption.
Factory 2 custom IP engagements are moving toward license-plus-royalty agreements with hyperscalers and other custom-silicon customers.
Synopsys raised fiscal 2026 revenue, non-GAAP operating margin and EPS guidance while expecting EDA growth to accelerate to double digits in Q4 and for the full year.
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