Software & data
Synopsys
Business, financial evidence and documented connections to the AI buildout.
Business and AI exposure
Synopsys licenses electronic-design-automation tools and develops chip-design software. Its OpenAI agreement includes tool licensing and joint development of GPT-Synopsys, with revenue sharing. Demand for designing AI chips is broader than revenue from that future model.
Earnings and disclosures
Latest verified results: Q3 fiscal 2026 · Released 2026-08-26
Next results: No next results date listed in the official event listings checked 2026-10-18.
Checked 2026-10-18 · Financial context and sources ↓
Financial context
For fiscal Q3 2026, Synopsys reported $2.477 billion of revenue. Nine-month operating cash flow was $2.299 billion; debt repayments of $3.464 billion and $2 billion of private-placement proceeds were separate financing flows. The full-year revenue outlook midpoint was $9.715 billion.
Delivery and commitments
OpenAI had licensed EDA tools, while the joint model remained a development and commercialization commitment. The agreement did not disclose revenue-sharing amounts, a general-availability date or a separately recognized AI revenue percentage.
Costs, funding and dependencies
Technical validation, confidentiality of chip-design data, model quality and integration affect commercialization. Acquisition financing and share dilution must be assessed separately from the economics of the new model.
investor.synopsys.com ↗ · investor.synopsys.com · 2026-08-26 ↗
What to watch next
Watch for product availability, customer qualification and disclosed commercial terms. A multiyear collaboration and a licensed toolset do not establish that the joint model has generated production revenue.
Documented project connections
Each connection below has a specific, cited role. A supplier, lender, customer or proposed acquirer has different economics from the project owner.
No named tracked-project role has been established by the evidence used for this profile. This does not mean the company has no AI exposure.
Evidence boundaries
Company totals, segment sales, bookings, backlog, spending, capacity and usage describe different things. They do not establish project-level revenue, earnings or an exact AI-only revenue share unless the cited disclosure explicitly says so.
This is a dated research snapshot. Forecasts are attributed expectations, and undisclosed amounts remain unknown. Source review does not certify every project or future outcome.