Comparing 2025 vs 2024 $CDNS:
-Revenue +14.1%
-Backlog 7.8B (+14.7%)
-GAAP EPS +5.4%
-OPM -90bps
-Headcount +8.6%
-SBC +16.3%
China revenue share (21'-25'):
13%->15%->17%->12%->13%
That SBC really weighing down on stock.
Generalist
npub15l…70ar3
2026-02-18 17:55:48 UTC
Author Public Key
npub15l8fm0fl462an4w24qh7u5a4v6cj0d8gcsvaxk0tyuyxdrtxem3sn70ar3Seen on
wss://relay.damus.ioPublished at
2026-02-18 17:55:48 UTCEvent JSON
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"content": "Comparing 2025 vs 2024 $CDNS:\n-Revenue +14.1%\n-Backlog 7.8B (+14.7%)\n-GAAP EPS +5.4%\n-OPM -90bps\n-Headcount +8.6%\n-SBC +16.3%\n\nChina revenue share (21'-25'):\n13%-\u003e15%-\u003e17%-\u003e12%-\u003e13%\n\nThat SBC really weighing down on stock.",
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