Synopsys Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 03, 2026 / 07:30PM GMT
Release Date Price: MXN7094.88
Unidentified Participant 1

Good morning, everyone. I think it's still morning, and welcome to San Francisco. This is the TMT Conference, Morgan Stanley 2026, and I'm glad to welcome to the stage, Sassine Ghazi, CEO of Synopsys. Sassine, welcome.

Sassine Ghazi

Thank you.

Questions & Answers

Unidentified Participant 1

Maybe just to help level set everyone. Maybe -- it was only just last week, we did the results. So maybe you could just help us summarize what it was you highlighted for Q1 results, what you said for Q2, and maybe a little bit about the '26 guide?

Sassine Ghazi

Great. Before I go into the Q1 and the year, it's important to point out that FY26 will be the first year that we have the combined companies, Ansys plus Synopsys coming together. And that provided a significant expansion for the opportunity that you have. Synopsys has gone from a silicon design solution to silicon to systems engineering solution.

And the timing could not be better for these two companies to come

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