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Cadence10-Q: Supply chain disruption

Cadence flags risk from U.S.-China tensions, noting a substantial percentage of revenue comes from China.

What happened

The company explicitly states that geopolitical uncertainty between the U.S. and China, a major revenue source, and risks regarding Taiwan's central role in the tech supply chain, could materially harm business. This creates pressure to de-risk operations and build more resilient supply chains.

Source

SEC EDGARJul 28, 2026

Quarterly report (Form 10-Q)

Cadence 10-Q

Filing excerpt

the ongoing geopolitical and economic uncertainty between the United States and China, where we conduct business and have derived a substantial percentage of our revenue, the unknown impact of current and future U.S. and Chinese trade regulations, including tariffs and other trade restrictions, and geopolitical risks with respect to Taiwan, which serves as a central hub for the technology industry supply chain, could, directly or indirectly, materially harm our business, financial condition and results of operations.

sec.gov/Archives/edgar/data/813672/000081367226000092/cdns-20260630.htmRead the full source

Other signals in this filing (7)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Supply chain disruption

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
06/30
Filed
Jul 28, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Details

CIK
813672
Accession number
0000813672-26-000092
Metric named
substantial percentage of our revenue
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Supply chain tools urgently needed
Signal category
Operations

Topics and mentions

Regions named

  • United States
  • China
  • Taiwan

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
Aug 4, 2026
signal_type
sec-10q
signal_subtype
supplyChainDisruption

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/022f4cc2-539b-439a-a9cf-f08d67008345 returns this record as JSON. POST /v1/companies/enrich returns every signal for cadence.com.

{
  "signal_id": "022f4cc2-539b-439a-a9cf-f08d67008345",
  "signal_type": "sec-10q",
  "signal_subtype": "supplyChainDisruption",
  "detected_at": "2026-08-04T07:03:35.78+00:00",
  "company": {
    "name": "Cadence",
    "domain": "cadence.com"
  },
  "data": {
    "detail": "The company explicitly states that geopolitical uncertainty between the U.S. and China, a major revenue source, and risks regarding Taiwan's central role in the tech supply chain, could materially harm business. This creates pressure to de-risk operations and build more resilient supply chains.",
    "metrics": {
      "timeframe": "current_year",
      "pct_context": "substantial percentage of our revenue"
    },
    "summary": "Cadence flags risk from U.S.-China tensions, noting a substantial percentage of revenue comes from China.",
    "excerpts": "the ongoing geopolitical and economic uncertainty between the United States and China, where we conduct business and have derived a substantial percentage of our revenue, the unknown impact of current and future U.S. and Chinese trade regulations, including tariffs and other trade restrictions, and geopolitical risks with respect to Taiwan, which serves as a central hub for the technology industry supply chain, could, directly or indirectly, materially harm our business, financial condition and results of operations.",
    "relevance": 0.8,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/813672/000081367226000092/cdns-20260630.htm",
    "filing_date": "2026-07-28",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "06/30",
    "sales_relevance": "Supply chain tools urgently needed",
    "signal_category": "operations",
    "regions_mentioned": [
      "United States",
      "China",
      "Taiwan"
    ]
  }
}

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