Cadence Design Systems Inc (FRA:CDS)
€ 333.75 +11.2 (+3.47%) Market Cap: 91.59 Bil Enterprise Value: 93.07 Bil PE Ratio: 87.94 PB Ratio: 15.86 GF Score: 99/100

Cadence Design Systems Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 04, 2026 / 10:35PM GMT
Release Date Price: €262.35 (+1.57%)
Unidentified Participant

(inaudible) Thank you. Okay. Good afternoon, everyone. Welcome to San Francisco. We're on the stage with Anirudh Devgan, CEO of Cadence. Welcome, Anirudh.

Questions & Answers

Unidentified Participant

Maybe if I just kick things off. I mean, no pressure, but we were in here, all of us earlier. Jensen gave a call out to Cadence, talking, I think, really around the sort of emulation space. And of course, you talk a lot about that sim to real gap and how you guys can plug that. So maybe help us understand, how does that segue? And how is this an opportunity for you guys, looking at physical AI in particular?

Anirudh Devgan
Cadence Design Systems Inc - President, Chief Executive Officer, Director

Yes, yes. Well, thank you. It's good to be here. Thank you for the interest. And we love working with Jensen and NVIDIA too. We have a long-term partnership with them, of course.

And then I think what I've talked forever -- so sorry for people who are familiar with this -- is like the three-layer cake.

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