canar.ai
Rankings/SNPS/Q1 2025 Analysis

Synopsys Inc

SNPS
Q1 2025Estimated12% AI
AI Revenue %
12%
AI Fair Value
$5.8B
AI Revenue (Q)
$181.3M
Total Revenue (Q)
$1.5B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.gov

Analysis

Q1 FY2025 (ending Jan 31, 2025): Total revenue $1,455.3M. Design Automation $1,020.2M, Design IP $435.1M. Revenue description now emphasizes 'pioneering artificial intelligence (AI) driven chip design across the full-stack EDA suite.' Sold OpenLight ownership (photonics subsidiary). AI chip design remains core growth driver; hyperscaler custom AI silicon programs expanding. Estimated 12% as AI penetration of semiconductor design starts continues growing. $1,455.3M * 12% = ~$174.6M.
Analyzed by claude-opus-4-6

Quoted Figures

Total revenue $1,455,315 thousand
10-Q Condensed Consolidated Statements of Income, Three Months Ended January 31, 2025
Design Automation: Revenue $1,020,216 thousand
Note 17. Segment Disclosure, Three Months Ended January 31, 2025
Design IP: Revenue $435,099 thousand
Note 17. Segment Disclosure, Three Months Ended January 31, 2025
We are pioneering artificial intelligence (AI) driven chip design across the full-stack EDA suite
Note 1. Description of Business

AI Products Identified (Ring 1)

Synopsys.ai EDA suiteAI chip interface IP (HBM, UCIe, CXL)AI-optimized verificationCloud EDA for AI chip design

AI-Enabled Items (Ring 2 — Not Counted)

These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.

Non-AI IP blocksAutomotive/IoT design toolsLegacy EDA licenses

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix