Cadence Design Systems, Inc. (NASDAQ:CDNS) Goldman Sachs Communacopia + Technology Conference September 9, 2025 4:45 PM EDT
Company Participants
Anirudh Devgan – CEO, President & Director
Conference Call Participants
James Schneider – Goldman Sachs Group, Inc., Research Division
Presentation
James Schneider
Senior Research Analyst
Okay. Good afternoon, everybody. Welcome to the Goldman Sachs Communacopia and Technology Conference.
My name is James Schneider, I’m the semiconductor analyst here at Goldman Sachs, and it’s my pleasure to welcome Cadence and CEO, Anirudh Devgan, with us today. Thanks so much for being here. We appreciate it.
Anirudh Devgan
CEO, President & Director
Thank you. It’s great to be here.
James Schneider
Senior Research Analyst
Before I’m going to get started with the disclosure, today’s discussion will contain forward-looking statements, including Cadence’s outlook on future business and operating results. Due to risks and uncertainties, actual results may differ materially from those projected or implied in today’s discussion.
Question-and-Answer Session
James Schneider
Goldman Sachs Group, Inc., Research Division
With that, let’s get started. I’m sure we’re going to be hearing a lot about artificial intelligence this week. We already heard about it yesterday and today. I think the EDA space is a place where AI is already being used. It can be even more beneficial to users.
Maybe talk to us about how you use AI internally and what your AI offerings are? And when customers use a tool like Cadence’s, what are the improvements they’re seeing in either time to market, designer hours or other metrics?
Anirudh Devgan
CEO, President & Director
Yes, great question.
So first thing I want to emphasize is like, what we talk about is design for AI and AI for design. So versus other kind of software companies, I mean, the benefit of Cadence and EDA is that we are helping build AI also. So
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