Synopsys, Inc. · NASDAQ:SNPS

Synopsys — Investor Day (September 2015)

56 slides from Synopsys's investor day presentation, Sep 17, 2015

  1. Slide 1: Synopsys Investor Meeting

    Synopsys Investor Meeting Lisa Ewbank VP, Investor Relations September 17, 2015 © 2015 Synopsys, Inc. 1

  2. Slide 2: Forward-Looking Statements

    Forward-Looking Statements This presentation contains forward-looking statements under the safe harbor provisions of Section 21E of the Securities Exchange Act of 1934, including statements regarding projected financial results and long- term growth rates. For a discussion of important factors that

  3. Slide 3: Agenda

    Agenda Aart de Geus, Chairman and co-CEO Synopsys Overview and Strategy Dave DeMaria, VP, Corporate Marketing 2015 New Product Highlights Andreas Kuehlmann, SVP and GM, Software Integrity Group Synopsys’ Software Quality & Security Strategy Q&A © 2015 Synopsys, Inc. 3

  4. Slide 4: Synopsys Overview and Strategy

    Synopsys Overview and Strategy Aart de Geus, Chairman and co-CEO © 2015 Synopsys, Inc. 4

  5. Slide 5: © 2015 Synopsys, Inc.

    . n silicn © 2015 Synopsys, Inc. 5 Synopsys’

  6. Slide 6: © 2015 Synopsys, Inc.

    . n silicn © 2015 Synopsys, Inc. 6 Synopsys’

  7. Slide 7: Revenue

    TTM Rev.: $2,194M Revenue '05 '06 '07 '08 '09 '10 '11 '12 '13 '14 '15 © 2015 Synopsys, Inc. 7

  8. Slide 8: Revenue

    • New TAM: TTM Rev.: $2,194M  Emerging leader SW Integrity • Industry Leader • #2 in market segment Revenue • Broad, high-quality • Solid profitability and IP portfolio cash generation • Committed to building • Market segment long-term shareholder leader value EDA • Technology leader • New products

  9. Slide 9: SW Integrity

    SW Integrity” © 2015 Synopsys, Inc. 9 SyNOPSys

  10. Slide 10: SW HW

    © 2015 Synopsys, Inc. 10 Synopsys’

  11. Slide 11: Internet of Things

    SW SW SW HW HW SW SW HW HW HW SW HW SW SW HW HW SW HW SW SW HW SW HW HW SW SW HW SW HW HW SW HW “Internet of Things” © 2015 Synopsys, Inc. 11

  12. Slide 12: Internet of Things

    SW SW The Apps SW HW HW SW SW HW HW HW SW HW The Cloud SW SW HW HW SW The Fog HW SW The Edge SW HW SW HW HW SW SW HW SW HW HW SW HW “Internet of Things” © 2015 Synopsys, Inc. 12

  13. Slide 13: Smart Everything

    “Smart Everything” Smart Smart Industrial Wearables Health Automotive Finance Homes Cities Automation “Internet of Things” © 2015 Synopsys, Inc. 13

  14. Slide 14: Smart Everything

    “Smart Everything” Smart Smart Industrial Wearables Health Automotive Finance Homes Cities Automation “Internet of Things” © 2015 Synopsys, Inc. 14

  15. Slide 15: Smart Everything

    “Smart Everything” Software Integrity Verification IC Compiler II Continuum Advanced IP “Internet of Things” © 2015 Synopsys, Inc. 15

  16. Slide 16: © 2015 Synopsys, Inc.

    © 2015 Synopsys, Inc. 16

  17. Slide 17: 2015 New Product Highlights

    2015 New Product Highlights Dave DeMaria, VP, Corporate Marketing © 2015 Synopsys, Inc. 17

  18. Slide 18: Software Integrity Verification

    Software Integrity Verification IC Compiler II Continuum Advanced IP © 2015 Synopsys, Inc. 18

  19. Slide 19: Optimized IP Solutions for IoT

    Optimized IP Solutions…for IoT Battery Energy Harvesters IoT Software Devices Sensors Processor(s) Storage RF © 2015 Synopsys, Inc. 19

  20. Slide 20: Optimized IP Solutions for IoT

    Optimized IP Solutions…for IoT • Broadest IP portfolio IoT Platform • Recent acquisitions add critical IP IoT Interface & Processors Security IP Devices Analog IP • Pre-validated IoT platform through Sensor Memories & TSMC collaboration Bluetooth Subsystem Libraries © 2015 Synopsys, Inc. 20

  21. Slide 21: Optimized IP Solutions for Automotive

    Optimized IP Solutions…for Automotive ISO 26262 Automotive Safety Package • Broadest IP Portfolio Batte Energy Automotive Platform • Automotive Safety ry Harvesters Certification Software Sensors Interface & Processors Security IP Analog IP Processor(s) • ASIL B Ready & Actuators AEC-Q100 tested Sto

  22. Slide 22: Software Integrity Verification

    Software Integrity Verification IC Compiler II Continuum Advanced IP © 2015 Synopsys, Inc. 22

  23. Slide 23: FinFET Designs Growing Rapidly

    FinFET Designs Growing Rapidly 90nm 65/55nm 45/40nm FinFET ~240 32/28nm FinFET Designs 14/16/20/22nm 10nm 7/5nm 500 450 400 350 300 >95% 250 Rely on Synopsys 200 150 100 50 0 © 2015 Synopsys, Inc. 23

  24. Slide 24: Synopsys IC Compiler II: Game-Changer in Digital Design

    Synopsys IC Compiler II: Game-Changer in Digital Design V 10X © 2015 Synopsys, Inc. 24

  25. Slide 25: Synopsys IC Compiler II: Staying Ahead

    Synopsys IC Compiler II: Staying Ahead 10X Productivity ICC II Throughput Competitor Industry-leading performance Earlier-to-market ICC I Competitor Before ‘14 ‘14 ‘15 Time © 2015 Synopsys, Inc. 25

  26. Slide 26: A Year Later… Customers Achieving Game-Changing Results

    A Year Later… Customers Achieving Game-Changing Results 5X Faster < 1 day © 2015 Synopsys, Inc. 26

  27. Slide 27: A Year Later… Customers Achieving Game-Changing Results

    A Year Later… Customers Achieving Game-Changing Results 5X Faster < 1 day 10X Faster < 1 day © 2015 Synopsys, Inc. 27

  28. Slide 28: A Year Later… Customers Achieving Game-Changing Results

    A Year Later… Customers Achieving Game-Changing Results 5X Faster < 1 day 10X Faster < 1 day 3-14X Faster Many designs © 2015 Synopsys, Inc. 28

  29. Slide 29: A Year Later… Customers Achieving Game-Changing Results

    A Year Later… Customers Achieving Game-Changing Results 5X Faster < 1 day 10X Faster < 1 day 3-14X Faster Many designs 4-6.5X Faster Better QoR © 2015 Synopsys, Inc. 29

  30. Slide 30: Fastest Product Ramp-up in Our History

    Fastest Product Ramp-up in Our History 4 designs > 100 designs! 117 29 Production Completed Designs Tapeouts 16/14nm 42 18 Active Process 10nm Customers Nodes 28nm 40nm Early in Multi-year Upgrade Cycle SNUG 2014 Sept. 2015 © 2015 Synopsys, Inc. 30

  31. Slide 31: Software Integrity Verification

    Software Integrity Verification IC Compiler II Continuum Advanced IP © 2015 Synopsys, Inc. 31

  32. Slide 32: Exploding Verification Complexity

    Exploding Verification Complexity CPUs GPUs 200M+ Gates Image HD Video 25+ Processor Processor IPs USB SPI OTG UART SDIO Display HDMI 1M+ NAND Mobile Security I 2S Lines of SW MIPI Flash DDR Engine I 2C Manage Complexity & HW-SW Verification © 2015 Synopsys, Inc. 32

  33. Slide 33: Verification Continuum: Game-Changing Platform

    Verification Continuum: Game-Changing Platform VCS® 80% of Advanced Simulation Designs use Synopsys © 2015 Synopsys, Inc. 33

  34. Slide 34: Verification Continuum: Game-Changing Platform

    Verification Continuum: Game-Changing Platform Virtual Prototyping #1 Debug & Coverage #1 #1 #1 Unified Debug Static VCS® Physical Emulation Fastest Engines & Formal Simulation Prototyping Unified Compile VIP, Models & Databases © 2015 Synopsys, Inc. 34

  35. Slide 35: A Year Later…Verification Continuum

    A Year Later…Verification Continuum Virtual Prototyping #1 • Acquired Atrenta Debug & Coverage #1 #1 #1 #1 Unified Debug Static VCS® Physical Emulation Fastest Engines & Formal Simulation Prototyping Unified Compile VIP, Models & Databases © 2015 Synopsys, Inc. 35

  36. Slide 36: A Year Later…Verification Continuum

    A Year Later…Verification Continuum Virtual Prototyping ~200X #1 faster HW-SW verification • Acquired Atrenta Debug & Coverage #1 #1 #1 #1 Unified Debug • New technology and strong growth in Static VCS Physical & Formal Simulation Emulation Prototyping Fastest Engines Emulation Unified Compile VIP,

  37. Slide 37: A Year Later…Verification Continuum

    A Year Later…Verification Continuum Synopsys’ New HAPS-80 FPGA-Based Prototyping Solution Delivers Up to 100 MHz System Performance Virtual Prototyping #1 MOUNTAIN VIEW, Calif., Sept. 16, 2015 • Acquired Atrenta Debug & Coverage #1 Synopsys ProtoCompiler #1 #1 #1 Unified Debug • New technology and 1

  38. Slide 38: A Year Later…Verification Continuum

    A Year Later…Verification Continuum Virtual Prototyping #1 • Acquired Atrenta Debug & Coverage #1 #1 #1 #1 Unified Debug • New technology and strong growth in Static VCS® Physical & Formal Simulation Emulation Prototyping Fastest Engines Emulation Unified Compile • Next generation VIP, Models & Data

  39. Slide 39: Synopsys’ Software Quality & Security Strategy

    Synopsys’ Software Quality & Security Strategy Andreas Kuehlmann, SVP and GM, Software Integrity Group © 2015 Synopsys, Inc. 39

  40. Slide 40: Software Integrity Verification

    Software Integrity Verification IC Compiler II Continuum Advanced IP © 2015 Synopsys, Inc. 40

  41. Slide 41: Shifting Concerns for SW Product Liability

    Shifting Concerns for SW Product Liability From “Blue Screen of Death” to “Hacked Car Driving Off the Road” 1980’s 1990’s 2000’s 2010’s Standalone SW Applications Internet and WWW SW Controlled Devices © 2015 Synopsys, Inc. 41

  42. Slide 42: Shifting Concerns for SW Product Liability

    Shifting Concerns for SW Product Liability From “Blue Screen of Death” to “Hacked Car Driving Off the Road” 1980’s 1990’s 2000’s 2010’s Standalone SW Applications Internet and WWW SW Controlled Devices Quality Quality Security Quality Security Safety & Privacy $ $$ $$ $ $ $ $ $ $ $ $ $ © 2015 Synops

  43. Slide 43: Software Megatrends

    Software Megatrends Lines of Code 400M Size of Applications Continues to Grow 100M 40M 145K 2.3M 50K Apollo 11 Windows Windows Auto Auto SNPS 1969 1992 2009 1981 2014 Source: Information is Beautiful © 2015 Synopsys, Inc. 43

  44. Slide 44: Software Megatrends

    Software Megatrends Size of Applications Continues to Grow Worldwide SW Developer Population (in million) 30 23 24 25 25 20 21 22 Number of Developers Increases Steadily 20 15 10 5 0 2015 2016 2017 2018 2019 2020 APAC EMEA NAM LATAM Source: Evans Data Corp. 2015 Global Developer Population Survey ©

  45. Slide 45: Software Megatrends

    Software Megatrends Quality & Security Tools Market (~$B) 1.6 1.5 Size of Applications Continues to Grow 1.4 1.2 1.3 1.2 0.9 Number of Developers Increases Steadily 0.7 0.6 0.4 Total Market Growing ~20%, Security Growing ~30% 2012 2013 2014 2015 2016 Security Quality Source: VDC, Gartner, SNPS resea

  46. Slide 46: Software Megatrends

    Software Megatrends HealthCare FSI Privacy Size of Applications Continues to Grow Number of Developers Increases Steadily Total Market Growing ~20%, Security Growing ~30% Automotive Compliance Regulations Start Emerging © 2015 Synopsys, Inc. 46

  47. Slide 47: Application Security at a High Level

    Application Security at a High Level Development Deployment Production © 2015 Synopsys, Inc. 47

  48. Slide 48: Application Security at a High Level

    Application Security at a High Level Development Deployment Production Security Built In Security Penetration Testing Real Time Security Detect and Defend • Automated testing tools Size & Growth • Human-led testing post Size & Growth • Automated protection Size & Growth used in development and devel

  49. Slide 49: Our Business Focus

    Our Business Focus Development Deployment Production Quality Security • Built-in quality and security during development Safety & − Quality and security are inseparable Privacy − Safety and privacy = whole new ballgame © 2015 Synopsys, Inc. 49

  50. Slide 50: Synopsys Software Integrity: Growing the Business

    Synopsys Software Integrity: Growing the Business Acquired in February 2014 Organic Development • Broader language coverage for enterprise needs • Compliance coverage for vertical market penetration Acquired in April 2015 Expand into Dynamic Security Testing • World-leading fuzzing technology coveri

  51. Slide 51: Growing the Business: Field Execution

    Growing the Business: Field Execution Trusted Relationship with Dedicated Enterprise Existing Customers Sales Team • Leveraging core Synopsys • Focused on enterprise sales team to sell to customers in key verticals embedded SW customers Culture of Close Customer Collaboration Strong International Pr

  52. Slide 52: Target Customer Verticals

    Mobile / Consumer Devices Enterprise Networking / ISV High Reliability Devices Financial Services © 2015 Synopsys, Inc. 52

  53. Slide 53: Growing the Business: Driving Software “Sign-Off”

    Growing the Business: Driving Software “Sign-Off” Collaboration with Underwriter Laboratories on Industry-First Cybersecurity Assurance Program Synopsys to Unveil Cybersecurity Collaboration with UL at CodenomiCON USA 2015 © 2015 Synopsys, Inc. 53

  54. Slide 54: Growing the Business: Industry Recognition

    Growing the Business: Industry Recognition Synopsys Positioned as Visionary in 2015 Magic Quadrant for Application Security Testing Challengers Leaders Ability to Execute 6 August 2015 G00268424 *Gartner "Magic Quadrant for Application Security Testing" by Neil MacDonald, Joseph Feiman. August 6, 20

  55. Slide 55: Growing the Business: Industry Recognition

    Growing the Business: Industry Recognition Synopsys Provides 4 Critical Technologies in Forrester’s TechRadar for Application Security Forrester Research, Inc. © 2015 Synopsys, Inc. 55

  56. Slide 56: Thank You

    Thank You © 2015 Synopsys, Inc. 56

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