Synopsys Inc
SNPSQ4 2023Estimated8% AI
AI Revenue %
8%
AI Fair Value
$3.1B
AI Revenue (Q)
$108.4M
Total Revenue (Q)
$1.4B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 FY2023 / Full FY2023 (ending Oct 31, 2023): FY2023 total revenue $5,843M (from later 10-K). Design Automation $3,775.3M, Design IP $1,542.7M for the year. Synopsys is 'pioneering artificial intelligence (AI) driven chip design across the full-stack EDA suite' per 10-K business description. Exploring strategic alternatives for Software Integrity (divested in FY2024). AI chip design activity intensifying; new customers entering AI chip market. TSL renewals beginning to reflect AI premium. Estimated 8% for Q4. Q4 implied revenue ~$1,599M (FY total less 9 months). $1,599M * 8% = ~$127.9M.
Analyzed by claude-opus-4-6
Quoted Figures
We are pioneering artificial intelligence (AI) driven chip design across the full-stack EDA suite to improve efficiency and accelerate the design, verification testing and manufacturing of advanced digital and analog chips
10-K Item 1. Business, FY2023
Design Automation: Revenue $3,775.3M (full year)
10-K Segment Disclosure
Design IP: Revenue $1,542.7M (full year)
10-K Segment Disclosure
AI Products Identified (Ring 1)
Synopsys.ai full-stack EDAAI chip design IP (HBM3, UCIe)Cloud-based EDA for AI chip developmentVerification hardware for AI chip validation
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.
Software Integrity (being divested)Legacy IP blocksProfessional services
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix