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Synopsys at Goldman Sachs Technology Conference

Synopsys at Goldman Sachs Technology Conference
by Paul McLellan on 02-21-2011 at 7:00 pm

Aart de Geus was interviewed at the Goldman Sachs Technology Conference last week. Here is some of what he said. Strong Q1, good Q2 outlook, on-track for 2011 guidance. Strong rebound in Far East, Europe mixed, North America good. 80% revenue for year booked by start of year, 90% revenue for a quarter already booked at start of quarter. Predictability has allowed investment.

Five point economic strategy:

[LIST=1]

  • Organic growth in low to mid-single digits
  • Investment in rapid growth adjacencies: systems and IP
  • M&A: 7-8 acquisitions last year
  • Focus on efficiency
  • Maintain flat share count

    20% revenue this year coming from IP products. Second largest IP vendor behind ARM (I’m not sure if he counts Rambus as an IP supplier who were at $323M last year). IP business is changing, no longer make vs buy but differentiated IP the customer wouldn’t be able to design themselves (e.g. USB 3). There used to be 200-300 IP companies 4 years ago, now it is down to a handful since it is so risky to incorporate IP from an unknown supplier. Synopsys is the safe choice since they provide a complete solution.

    Systems: placing a major focus on hardware/software interaction. Acquired3-4 companies around prototyping last year. Bringing technology of VaST and CoWare (and presumably Virtio although he didn’t mention it) together. Decade long process.

    Pricing: industry is very competitive but Synopsys is enforcing pricing discipline. Layering IP on top of big tools deals. Implied competition is doing anything to avoid being designed out at customers.


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