Subtext

Synopsys, Inc. SNPS

SectorInformation Technology
Transcripts33
Date range2017-02-15 – 2025-02-26
Calls charted33

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-19-9+0+9+192017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32017 Q1 · Overall: +9.72017 Q2 · Overall: +7.62017 Q3 · Overall: +8.92017 Q4 · Overall: +11.62018 Q1 · Overall: +9.32018 Q2 · Overall: +11.32018 Q3 · Overall: +7.42018 Q4 · Overall: +13.82019 Q1 · Overall: +11.12019 Q2 · Overall: +10.12019 Q3 · Overall: +9.62019 Q4 · Overall: +11.42020 Q1 · Overall: +11.42020 Q2 · Overall: +8.62020 Q3 · Overall: +11.12020 Q4 · Overall: +15.82021 Q1 · Overall: +10.32021 Q2 · Overall: +8.82021 Q3 · Overall: +5.32021 Q4 · Overall: +11.72022 Q1 · Overall: +16.32022 Q2 · Overall: +13.32022 Q3 · Overall: +10.42022 Q4 · Overall: +13.02023 Q1 · Overall: +15.12023 Q2 · Overall: +11.82023 Q3 · Overall: +11.42023 Q4 · Overall: +13.22024 Q1 · Overall: +14.42024 Q2 · Overall: +11.72024 Q3 · Overall: +10.52024 Q4 · Overall: +8.22025 Q1 · Overall: +15.2
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-38-19+0+19+382017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32017 Q1 · CEO: +13.62017 Q2 · CEO: +9.92017 Q3 · CEO: +10.82017 Q4 · CEO: +13.02018 Q1 · CEO: +14.82018 Q2 · CEO: +17.62018 Q3 · CEO: +12.12018 Q4 · CEO: +18.22019 Q1 · CEO: +13.32019 Q2 · CEO: +12.92019 Q3 · CEO: +15.52019 Q4 · CEO: +17.62020 Q1 · CEO: +15.32020 Q2 · CEO: +12.42020 Q3 · CEO: +14.12020 Q4 · CEO: +19.82021 Q1 · CEO: +15.22021 Q2 · CEO: +6.62021 Q3 · CEO: +6.02021 Q4 · CEO: +16.62022 Q1 · CEO: +25.42022 Q2 · CEO: +17.42022 Q3 · CEO: +15.22022 Q4 · CEO: +15.62023 Q1 · CEO: +21.32023 Q2 · CEO: +14.12023 Q3 · CEO: +15.62023 Q4 · CEO: +19.22024 Q1 · CEO: +15.42024 Q2 · CEO: +17.02024 Q3 · CEO: +14.22024 Q4 · CEO: +13.12025 Q1 · CEO: +24.62017 Q1 · CFO: +11.22017 Q2 · CFO: +9.52017 Q3 · CFO: +11.52017 Q4 · CFO: +15.92018 Q1 · CFO: +12.42018 Q2 · CFO: +9.12018 Q3 · CFO: +7.42018 Q4 · CFO: +14.92019 Q1 · CFO: +18.12019 Q2 · CFO: +14.92019 Q3 · CFO: +9.72019 Q4 · CFO: +13.62020 Q1 · CFO: +17.22020 Q2 · CFO: +19.22020 Q3 · CFO: +16.02020 Q4 · CFO: +19.82021 Q1 · CFO: +18.12021 Q2 · CFO: +21.42021 Q3 · CFO: +14.32021 Q4 · CFO: +15.52022 Q1 · CFO: +16.22022 Q2 · CFO: +24.32022 Q3 · CFO: +17.72022 Q4 · CFO: +18.02023 Q1 · CFO: +14.32023 Q2 · CFO: +33.12023 Q3 · CFO: +25.42023 Q4 · CFO: +7.42024 Q1 · CFO: +15.52024 Q2 · CFO: +10.62024 Q3 · CFO: +17.92024 Q4 · CFO: +12.12025 Q1 · CFO: +8.5
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-49-25+0+25+492017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32017 Q1 · Prepared remarks: +12.32017 Q2 · Prepared remarks: +18.02017 Q3 · Prepared remarks: +17.72017 Q4 · Prepared remarks: +12.22018 Q1 · Prepared remarks: +18.42018 Q2 · Prepared remarks: +23.32018 Q3 · Prepared remarks: +20.02018 Q4 · Prepared remarks: +23.22019 Q1 · Prepared remarks: +20.02019 Q2 · Prepared remarks: +19.62019 Q3 · Prepared remarks: +26.12019 Q4 · Prepared remarks: +26.22020 Q1 · Prepared remarks: +25.92020 Q2 · Prepared remarks: +21.52020 Q3 · Prepared remarks: +22.42020 Q4 · Prepared remarks: +16.32021 Q1 · Prepared remarks: +27.12021 Q2 · Prepared remarks: +42.92021 Q3 · Prepared remarks: +30.82021 Q4 · Prepared remarks: +22.52022 Q1 · Prepared remarks: +33.52022 Q2 · Prepared remarks: +28.52022 Q3 · Prepared remarks: +28.12022 Q4 · Prepared remarks: +20.42023 Q1 · Prepared remarks: +27.62023 Q2 · Prepared remarks: +26.42023 Q3 · Prepared remarks: +22.02023 Q4 · Prepared remarks: +22.12024 Q1 · Prepared remarks: +28.72024 Q2 · Prepared remarks: +24.32024 Q3 · Prepared remarks: +26.72024 Q4 · Prepared remarks: +20.12025 Q1 · Prepared remarks: +32.12017 Q1 · Q&A responses: +3.92017 Q2 · Q&A responses: +5.62017 Q3 · Q&A responses: +6.82017 Q4 · Q&A responses: +19.72018 Q1 · Q&A responses: +9.52018 Q2 · Q&A responses: +6.42018 Q3 · Q&A responses: +4.12018 Q4 · Q&A responses: +8.32019 Q1 · Q&A responses: +6.92019 Q2 · Q&A responses: +7.72019 Q3 · Q&A responses: +5.52019 Q4 · Q&A responses: +2.22020 Q1 · Q&A responses: +6.92020 Q2 · Q&A responses: +2.12020 Q3 · Q&A responses: +8.12021 Q1 · Q&A responses: +6.42021 Q2 · Q&A responses: +7.22021 Q3 · Q&A responses: +5.42021 Q4 · Q&A responses: +6.32022 Q1 · Q&A responses: +8.22022 Q2 · Q&A responses: +11.12022 Q3 · Q&A responses: +2.72022 Q4 · Q&A responses: +11.72023 Q1 · Q&A responses: +14.72023 Q2 · Q&A responses: +10.72023 Q3 · Q&A responses: +13.62023 Q4 · Q&A responses: +6.22024 Q1 · Q&A responses: +8.52024 Q2 · Q&A responses: +8.12024 Q3 · Q&A responses: +6.62024 Q4 · Q&A responses: +4.62025 Q1 · Q&A responses: +12.9
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$2.42$9.33$16.252017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32017 Q1: $3.372017 Q2: $3.452017 Q3: $3.562017 Q4: $3.572018 Q1: $3.872018 Q2: $4.042018 Q3: $4.202018 Q4: $4.342019 Q1: $4.482019 Q2: $4.722019 Q3: $5.032019 Q4: $5.342020 Q1: $5.522020 Q2: $5.772020 Q3: $6.102020 Q4: $6.442021 Q1: $6.662021 Q2: $7.092021 Q3: $7.562021 Q4: $8.012022 Q1: $8.412022 Q2: $9.392022 Q3: $9.892022 Q4: $10.572023 Q1: $11.202023 Q2: $11.812023 Q3: $12.562023 Q4: $13.962024 Q1: $14.522024 Q2: $14.422024 Q3: $14.792024 Q4: $15.30

Forward P/E

17.3332.2547.162017 Q12018 Q22019 Q32020 Q42022 Q12023 Q22024 Q32017 Q1: 20.842017 Q2: 21.572017 Q3: 22.232017 Q4: 24.722018 Q1: 22.722018 Q2: 22.382018 Q3: 23.542018 Q4: 19.392019 Q1: 24.012019 Q2: 27.042019 Q3: 27.162019 Q4: 25.842020 Q1: 20.682020 Q2: 32.752020 Q3: 33.912020 Q4: 38.542021 Q1: 35.382021 Q2: 36.852021 Q3: 44.442021 Q4: 45.102022 Q1: 35.672022 Q2: 32.312022 Q3: 32.682022 Q4: 31.402023 Q1: 32.752023 Q2: 37.782023 Q3: 37.162023 Q4: 40.682024 Q1: 38.652024 Q2: 43.012024 Q3: 33.542024 Q4: 32.34

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2017 Q2 tone ↓ -2.0 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q1 tone ↓ -2.3 fwd EPS ↑ +0.30 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q3 tone ↓ -3.9 fwd EPS ↑ +0.16 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q1 tone ↓ -2.7 fwd EPS ↑ +0.14 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↓ -2.7 fwd EPS ↑ +0.25 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q1 tone ↓ -5.5 fwd EPS ↑ +0.22 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q3 tone ↓ -3.4 fwd EPS ↑ +0.47 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↓ -3.0 fwd EPS ↑ +0.97 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↓ -2.9 fwd EPS ↑ +0.51 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q2 tone ↓ -3.3 fwd EPS ↑ +0.61 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q4 tone ↓ -2.3 fwd EPS ↑ +0.51 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-02-26+15.2——View →
2024 Q42024-12-04+8.2$15.3032.3View →
2024 Q32024-08-21+10.5$14.7933.5View →
2024 Q22024-05-22+11.7$14.4243.0View →
2024 Q12024-02-21+14.4$14.5238.6View →
2023 Q42023-11-29+13.2$13.9640.7View →
2023 Q32023-08-16+11.4$12.5637.2View →
2023 Q22023-05-17+11.8$11.8137.8View →