Synopsys Inc
SNPSQ3 2022Estimated5% AI
AI Revenue %
5%
AI Fair Value
$1.7B
AI Revenue (Q)
$62.4M
Total Revenue (Q)
$1.2B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Synopsys does not disclose AI-specific revenue. Q3 FY2022 (ending Jul 31, 2022): Total revenue $1,247.8M. Semiconductor & System Design: $1,129.4M, Software Integrity: $118.3M. AI chip design was growing but pre-ChatGPT; Synopsys.ai existed but was early. AI chip designers (NVIDIA, AMD, Google) are customers but use EDA tools for all chip types. Estimated ~5% of total revenue attributable to AI-driven incremental demand (AI chip design starts + AI-specific IP). $1,247.8M * 5% = ~$62.4M AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $1,247,766 thousand
10-Q Condensed Consolidated Statements of Income, Three Months Ended July 31, 2022
Semiconductor & System Design: Revenue $1,129,427 thousand
Note 16. Segment Disclosure, Three Months Ended July 31, 2022
Software Integrity: Revenue $118,339 thousand
Note 16. Segment Disclosure, Three Months Ended July 31, 2022
AI Products Identified (Ring 1)
Synopsys.ai (AI-powered EDA features)EDA tools for AI chip designDesign IP used in AI accelerators
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.
Analog/mixed-signal IPVerification hardware (ZeBu/HAPS)Professional services
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix