Earnings Edge

Earnings Edge

We're Out of Upside in Chip Design Software? Cadence $CDNS 2Q'25 Consensus Earnings Preview

Consensus Media's avatar
Consensus Media
Jul 28, 2025
∙ Paid

Back to all-time highs for Cadence in the wake of trade concessions that include a relaxation on Chinese purchases of chip design software. Here’s where Cadence stands in historical context into this afternoon’s print:

User's avatar

Continue reading this post for free, courtesy of Consensus Media.

Or purchase a paid subscription.
© 2026 Consensus Media · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture