Drill Down Insider #23: Synopsys (SNPS:NASDAQ) CFO Shelagh Glaser

Podcast: The Drill Down · Cory Johnson

Opublikowano: 2026-10-01

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