What Cadence's latest 10-Q says: 8 signals
Cadence filed its latest 10-Q with the SEC on Jul 28, 2026. It discusses capex increase, compliance burden and customer concentration.
Public (CDNS)Software Development10,000+ employeescadence.comLinkedIn
- Filed
- Jul 28, 2026
- Filings
- 2
- Signals
- 20
10-Q · latest 10
What Cadence's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 8 signals
Cadence confirms threat actor stole source code and configuration files in recent cyberattack.
The company disclosed a security incident where a threat actor obtained confidential information, including source code files.
cloud computingAIgenerative AI
Cadence acknowledges increased cybersecurity risk from acquiring companies with weaker security.
The company's M&A strategy introduces security vulnerabilities, as it admits to acquiring companies with 'less sophisticated security measures.' This creates a significant compliance and integration challenge, requiring investment in security assessments, remediation, and standardization across newly acquired entities.
Cadence flags significant business risk from US-China geopolitical uncertainty.
The company explicitly states that tensions between the U.S.
Cadence is actively making strategic cash investments in companies with important technologies.
Cadence runs a strategic investment program to fund companies with technologies that could be important to its future.
- SEC EDGAR
10-Q
Filed · 12 signals
Cadence discloses recent data breach where threat actor stole source code and configuration files
The company admitted a threat actor accessed and exfiltrated confidential data, including source code and configuration files.
Cadence completes $2.2B acquisition of Hexagon Design, entering computational fluid dynamics market.
Cadence spent approximately $2.2 billion to acquire Hexagon Design, a provider of computational fluid dynamics (CFD) software.
$2.2B
Total purchase price for Hexagon Design
Hexagon Design
Cadence completes $2.2B acquisition of Hexagon Design, driving major IT integration needs
The $2.2 billion acquisition of Hexagon Design has massively increased Cadence's goodwill and intangible assets, signaling a large-scale, complex IT and systems integration project is imminent.
$2.2B
Aggregate purchase price for Hexagon Design acquisition
Cadence acquires Hexagon Design for $2.2 billion to expand into system analysis software.
The acquisition of Hexagon Design for $2.2 billion, including $1.9 billion in cash, represents a massive capital outlay and a strategic push into system analysis.
$2.2B
Total acquisition cost for Hexagon Design AB
Cadence boosts R&D cloud hosting spend by $12.8M in Q1 to support product development
Cadence's R&D expenses included a $12.8 million increase for cloud hosting and related tools, indicating a strategic push to leverage cloud infrastructure for its development roadmap.
$12.8M
Increase in costs related to cloud hosting and EDA tools for R&D
cloud
R&D spending jumps 25% ($101.4M) YoY, driven by hiring and cloud infrastructure investment.
Cadence significantly increased its R&D budget, with a $101.4 million rise year-over-year.
$101.4M
Increase in R&D expenses YoY
25%
Increase in R&D expenses YoY
cloud
Showing 10 of 20 filing signals. The Signal API returns all of them.
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Cadence earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Raised full-year revenue and EPS growth guidance significantly.The company raised its full-year 2025 outlook to approximately 14% revenue growth and 18% EPS growth, indicating strong business momentum, high confidence, and financial capacity for new investments. | |
| Winning IP market share as customers actively shift from competitorsIn contrast to a competitor expressing concerns about their IP business, the CEO highlighted strong, profitable growth, stating that superior performance is causing customers to actively switch to Cadence's IP portfolio, especially for AI and HPC designs. | |
| Acquiring Hexagon's D&E business to accelerate expansion into physical AI.The company signed a definitive agreement to acquire Hexagon's MSC software business, a strategic move to add structural analysis and multi-body dynamics, targeting growth in automotive, aerospace, and physical AI. | |
| Meaningfully expanded partnership with Samsung across multiple product linesCadence secured a wide-ranging proliferation of its core EDA software and system software (PCB, advanced packaging, system analysis) with Samsung, deepening a key strategic relationship and demonstrating broad portfolio adoption. | |
| Cites exponential design complexity from AI as key customer pain pointThe CEO identifies the unprecedented complexity of AI-driven system architectures as the fundamental challenge for customers, which is the primary driver for demand across Cadence's entire EDA, IP, and systems portfolio. | |
| Flags China export control regulations as a key business uncertaintyThe financial outlook for Q4 and the full year explicitly assumes that current export control regulations will remain stable, highlighting that any changes in geopolitical policy represent a significant risk and source of variability for the business. |
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Questions about Cadence 10-Q
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .