The following is another authorized reprint from "On The Edge" a newsletter from "A Leader's Edge CA". The author is Yvonne T Ryan, Founder and President of the company. You can subscribe to the newsletter, which I find very helpful to practicing engineers by following this link.
The following is an authorized reprint from "On The Edge" a newsletter from "A Leader's Edge CA". The author is Yvonne T Ryan, Founder and President of the company. You can subscribe to the newsletter, which I find very helpful to practicing engineers by following this link.
“As reprinted from GSA Forum, Volume 17, No.3, September 2010, Published by GSA”
While the semiconductor industry laments the cost of getting products to market and bemoans increasing design complexity, crafty design teams are finding ways to beat these seemingly impossible challenges with a host of creative solutions.
In some cases, these design teams are relying on embedded software and not hardware as a product differentiator. Others are looking to the electronic design automation (EDA) market for tools that can deliver a solid and defensible return on investment (ROI). And those EDA companies whose products can meet ROI performance measurements have a far better chance of success and long-term survival.
Magma Design Automation continued its march out of its financial difficulties. For the six straight quarter in a row it beat guidance. This quarter it posted revenue of $32.6 million, with a non-GAAP operating margin of 13% and a non-GAAP earnings per share of $0.05. During the quarter it generated $1.4 million cash from operations.
Mentor Graphics (MENT)’s 2QFY11 results and outlook were of course already, and appropriately, reflected in the higher share price this past Friday, but the following details may still be of some interest. The 2QFY11 results were modestly below my model, but the guidance for the balance of the fiscal year ending January 2011 was better than I would have assumed (the outlook includes of course the recent Valor acquisition, which, due to certain accounting treatment for revenue recognition of a joint venture in which Valor had an interest, may not be as incremental on a fully consolidated basis as once thought. Nonetheless, in terms of product positioning the acquisition made sense).
Synopsys reported 3QFY10 results ahead of my model, including slightly better revenues. The non-GAAP operating margin (23% vs. 21.6% estimate) and cash flow did well, and I infer that product bookings were ahead of the quarter-billion dollar forecast (with the book/bill getting closer to 1.0x than has been the case for most of the past two years). 4QFY10 guidance was in line for revenues and earnings, though the cash flow forecast was well above my prior $205 million forecast.
Brian C. Toohey took office today as president of the Semiconductor Industry Association (SIA). Toohey, 42, succeeds George Scalise, who has led the association since 1997. SIA is the voice of the U.S. semiconductor industry, America’s number-one export industry over the past five years.
Sean Murphy is well known in EDA as a consultant, entrepreneurial adviser, and commentator. His background in software engineering, project management, and business development translate into a deep understanding of both the unique and universal aspects of the business of electronic design automation. Murphy has a BS in Mathematical Sciences and an MS in Engineering-Economic Systems, both from Stanford.
I spoke with Sean before DAC 2010. Our conversation focused solely on the Art & Magic of Marketing in EDA.
Hello everyone – below is the latest detailed analysis of the EDA industry, based on the just-released EDA Consortium (EDAC) market statistics. The EDAC data disclose product category and geographic revenues, to which I add bookings, industry forecast, and industry profitability comments.
I continue to be told about the power of social media, and of course we know that gossip has ruled the world since man started to keep records. Yet, the problem is that in the rush to provide instant communication, quality, from time to time suffers. In addition, in spite of some brave attempts, like what David Lin has done, to provide a timely grouping of blogs and editorial columns in one place, communication in the social media space is fragmented and information travels asynchronously through the "pipes" that make up the social information web.