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CDNS: AI-driven growth, record backlog, and margin focus fuel strong outlook and expansion

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The company is experiencing strong growth driven by AI design activity, record backlog, and expanding demand for both EDA and IP products. Strategic investments in infrastructure and physical AI, along with disciplined capital allocation and margin improvement, position it for continued success.

Based on Cadence Design Systems, Inc. [CDNS] UBS’s 2025 Global Technology and AI Conference Audio Transcript — Dec. 2 2025

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