Synopsys Inc
SNPSQ3 2025Estimated15% AI
AI Revenue %
15%
AI Fair Value
$7.2B
AI Revenue (Q)
$673.7M
Total Revenue (Q)
$4.5B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2025 (ending Jul 31, 2025): Total revenue $1,739.7M. Design Automation $1,312.2M (includes Ansys S&A from merger completed Q3), Design IP $427.6M. Ansys merger completed and integrated into Design Automation segment. Revenue jump (+14% YoY) partly reflects Ansys contribution (~$200M+ quarter from S&A). Excluding Ansys, organic Synopsys revenue ~$1,540M. AI chip design demand remains strong; AI chip designers represent growing share of EDA/IP customers. With Ansys, simulation tools also serve AI chip thermal/power analysis. Estimated 15% of total (reflecting both organic AI chip design demand growth and Ansys S&A tools used for AI chip/system thermal-structural simulation). $1,739.7M * 15% = ~$261.0M.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenue $1,739,737 thousand
10-Q Condensed Consolidated Statements of Income, Three Months Ended July 31, 2025
Design Automation: Revenue $1,312,166 thousand
Note 17. Segment Disclosure, Three Months Ended July 31, 2025
Design IP: Revenue $427,571 thousand
Note 17. Segment Disclosure, Three Months Ended July 31, 2025
We completed our assessment of our organizational structure after the Ansys Merger and concluded that Ansys will be included within our Design Automation segment
Note 17. Segment Disclosure
AI Products Identified (Ring 1)
Synopsys.ai EDA suiteAI chip interface IPAnsys S&A for AI chip/system simulationAI-optimized verification/emulation
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 Ansys simulation (automotive, aerospace)Standard IP blocksLegacy EDA licenses
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix