Happily, the “Revenue by Geography” portion of the table, is less ambiguous.
 Footnote: As a valuable counter-example, ARM reported Artisan revenues separately for years after Artisan was acquired by ARM in 1994.
 Footnote: Pursuant to Footnote , the supplement published by Synopsys yielded the following comments by this EDA WEEKLY writer.
The author of this and previous issues of EDA WEEKLY was pleased to receive an email from one Yvette Huygen Deshpande, Director, Worldwide PR & Corporate Communications, Synopsys, Inc. on August 18, 2010. Yvette kindly pointed out that in a supplement to its standard quarterly financial reports, Synopsys did indeed publish the revenue results of several categories of its Product Groups, of which "IP & Systems" is one.
Synopsys defines this product category as "Intellectual Property and System-Level Solutions." Synopsys' IP portfolio provides customers with silicon-proven digital, PHY, analog and verification IP for SoC designs to reduce their design risk and time-to-market. Its IP solutions include the DesignWare® Library of infrastructure IP, VCS Verification Library of popular chip function models, and DesignWare Cores, which are pre-designed and pre-verified digital logic and mixed-signal blocks that implement important industry standards, including USB, PCI Express, DDR, SATA, HDMI, Ethernet and MIPI. Its analog IP solutions include analog-to-digital converters, digital-to-analog converters, audio codecs, video analog front ends and touch screen controllers. Our System-Level solutions enable customers to, among other things, accelerate verification and embedded software development. These solutions include Synopsys virtual prototyping portfolio and Confirma™ Rapid Prototyping System, the portion of the Certify®, Identify Pro, and Synplify Premier software tools used for system verification, and Synphony High Level Synthesis.
Analysis & Comments by the EDA WEEKLY writer:
This quarterly Synopsys supplement is made available only for one quarter, and then it's replaced by the next quarter's supplement. Upon request, however, Yvette was able to supply the writer of this EDA WEEKLY with some additional data starting in 2006. These data are summarized here (keeping in mind that Synopsys' fiscal years terminate at the end of October each year):
Comment #1: Note from Table 6A that "IP & Systems" revenue recognized by Synopsys has increased steadily as a percent of total Synopsys revenue through each the full years reported, from 7.84% of total revenue in FY 2006 to 10.65% in Fiscal 2009, and it is averaging 13.30% of Synopsys actual revenue through three quarters of Synopsys FY 2010.
Comment #2: Among the four segments into which Synopsys has chosen to split its total revenue for supplementary reporting purposes, the revenue from the "IP & Systems" segment has reached and eclipsed the "Manufacturing" segment in total revenue for the first three quarters of FY 2010, to become the second highest revenue producer next to the traditional leader -- the Synopsys "Core EDA" segment:
Comment #3: Revenue recognition in FY 2010 Q4 from recent IP acquisitions, such as Virage Logic, is likely to increase the full 2010 fiscal year revenue number percentage for "IP & Systems" faster than it increases total Synopsys revenue, which may mean an even higher YE percentage of "IP & Systems" revenue as a percent of total Synopsys revenue than 13.30% for the full FY 2010.
Comment #4: While the supplemental Product Segments revenue reports are both welcome and extremely useful, one immediately craves the corresponding earnings data, which remain unreported in Synopsys' supplements just as they are unreported in EDAC quarterly new releases and other EDA vendors' financials.
One may also desire further segmentation into the individual product by product contents of each of the four Product Segments chosen by Synopsys for both revenue and profitability. It would also be useful to see these data for Synopsys' fiscal years earlier than 2006 as well.
Comment #5: The writer would welcome similar reported data in similar detail from Cadence & Mentor Graphics, and if the data already exist, the writer would appreciate directions on where to them.
Again, great thanks to Synopsys' Yvette Huygen Deshpande for her readership, interest and action in supplying the available Synopsys data used in the foregoing.
The writer would like to acknowledge the sources of data and information for this EDA WEEKLY issue: Vendor News Releases; Hoover's; Yahoo! Finance; Google Finance; and The SIA. Ongoing support by the team at IBSystems, Inc., including but not limited to Sanjay Gangal, Adam Heller, David Heller, Jon Heller, Nitai Fraenkel, and Sumit Singhal, is also appreciated.
About the Author:
Since 1996, Dr. Russ Henke has been and remains active as president of HENKE ASSOCIATES, a San Francisco Bay Area high-tech business & management consulting firm. The number of client companies for Henke Associates now numbers more than forty. During his corporate career, Henke operated sequentially on "both sides" of MCAE/MCAD and EDA, as a user and as a vendor. He's a veteran corporate executive from Cincinnati Milacron, SDRC, Schlumberger Applicon, Gould Electronics, ATP, and Mentor Graphics. Henke is a Fellow of the Society of Manufacturing Engineers (SME) and served on the SME International Board of Directors. Henke was also a board member of SDRC, PDA, ATP, and the MacNeal Schwendler Corporation, and he currently serves on the board of Stottler Henke Associates, Inc. Henke is also a member of the IEEE and a Life Fellow of ASME International. In April 2006, Dr. Henke received the 2006 Lifetime Achievement Award from the CAD Society, presented by CAD Society president Jeff Rowe at COFES2006 in Scottsdale, AZ. In February 2007, Henke became affiliated with Cyon Research's select group of experts on business and technology issues as a Senior Analyst. This Cyon Research connection aids and supplements Henke's ongoing, independent consulting practice (HENKE ASSOCIATES). Dr. Henke is also a contributing editor of the EDACafé EDA WEEKLY, and he has published EDA WEEKLY articles every four weeks since November 2009; URL's available.
"2010 Business Planning Tool Kit Promotion"
from HENKE ASSOCIATES,
Since May 2003 HENKE ASSOCIATES has also published a total of ninety-two (92) independent COMMENTARY articles on MCAD, PLM, EDA and Electronics IP on IBSystems' MCADCafé and EDACafé. Further information on HENKE ASSOCIATES, and URL's for past Commentaries, are available at http://www.henkeassociates.net . March 31, 2010 marked the 14th Anniversary of the founding of HENKE ASSOCIATES.