KPI data tables
Cadence Design Systems operating metrics behind the KPI charts, newest period first (up to 24 periods per chart). Periods use each company's own fiscal labels where the source does; each table names its source.
| Period | Quarter-end backlog |
|---|---|
| Q3 2026 | 8.2 |
| Q2 2026 | 8.1 |
| Q1 2026 | 8 |
| Q4 2025 | 7.8 |
| Q3 2025 | 7 |
| Q2 2025 | 6.4 |
| Q1 2025 | 6.4 |
| Q4 2024 | 6.8 |
| Q3 2024 | 5.6 |
| Q2 2024 | 6 |
| Q1 2024 | 6 |
| Q4 2023 | 6 |
| Q3 2023 | 5.4 |
| Q2 2023 | 5.3 |
| Q1 2023 | 5.4 |
| Q4 2022 | 5.8 |
| Q3 2022 | 5.5 |
| Q2 2022 | 5.6 |
| Q1 2022 | 5.1 |
| Q4 2021 | 4.4 |
| Q3 2021 | 3.7 |
Source: Cadence Form 8-K Exhibit 99.1 quarter-end backlog bullet, Form 10-Q/10-K contracted but unsatisfied performance obligations footnote, and SEC XBRL us-gaap:RevenueRemainingPerformanceObligation (same total-RPO stock as printed backlog; not cRPO). Period-end stock, USD billions. Prefer EDGAR HTML. Later filing wins. Q3 2021 3.7 (https://www.sec.gov/Archives/edgar/data/813672/000081367221000037/cdns-20211002.htm). Q4 2021 4.4 (https://www.sec.gov/Archives/edgar/data/813672/000081367222000012/cdns-20220101.htm). Q1 2022 5.1 (https://www.sec.gov/Archives/edgar/data/813672/000081367222000022/cdns-20220402.htm). Q2 2022 5.6 (https://www.sec.gov/Archives/edgar/data/813672/000081367222000037/cdns-20220702.htm). Q3 2022 5.5 (https://www.sec.gov/Archives/edgar/data/813672/000081367222000054/cdns-20221001.htm). Q4 2022 5.8 (https://www.sec.gov/Archives/edgar/data/813672/000081367223000011/cdns-20221231.htm). Q1 2023 5.4 (https://www.sec.gov/Archives/edgar/data/813672/000081367223000025/cdns-20230331.htm). Q2 2023 5.3 (https://www.sec.gov/Archives/edgar/data/813672/000081367223000041/cdns-20230630.htm). Q3 2023 5.4 (https://www.sec.gov/Archives/edgar/data/813672/000081367223000068/cdns-20230930.htm). Q4 2023 6 (https://www.sec.gov/Archives/edgar/data/813672/000081367224000034/cdns-20231231.htm). Q1 2024 6 (https://www.sec.gov/Archives/edgar/data/813672/000081367224000092/cdns-20240331.htm). Q2 2024 6 (https://www.sec.gov/Archives/edgar/data/813672/000081367224000155/cdns-20240630.htm). Q3 2024 5.6 (https://www.sec.gov/Archives/edgar/data/813672/000081367224000192/cdns-20240930.htm). Q4 2024 6.8 (https://www.sec.gov/Archives/edgar/data/813672/000081367225000024/cdns-20241231.htm). Q1 2025 6.4 (https://www.sec.gov/Archives/edgar/data/813672/000081367225000051/cdns-20250331.htm). Q2 2025 6.4 (https://www.sec.gov/Archives/edgar/data/813672/000081367225000113/cdns-20250630.htm). Q3 2025 7 (https://www.sec.gov/Archives/edgar/data/813672/000081367225000148/cdns-20250930.htm). Q4 2025 7.8 (https://www.sec.gov/Archives/edgar/data/813672/000081367226000016/cdns-20251231.htm). Q1 2026 8 (https://www.sec.gov/Archives/edgar/data/813672/000081367226000047/cdns-20260331.htm). Q2 2026 8.1 (https://www.sec.gov/Archives/edgar/data/813672/000081367226000092/cdns-20260630.htm). Q3 2026 8.2 (https://www.sec.gov/Archives/edgar/data/813672/000081367226000116/cdns10262026ex9901.htm)
| Period | cRPO (next 12 months) |
|---|---|
| Q3 2026 | 4.2 |
| Q2 2026 | 4.2 |
| Q1 2026 | 4 |
| Q4 2025 | 3.8 |
| Q3 2025 | 3.5 |
| Q2 2025 | 3.1 |
| Q1 2025 | 3.2 |
| Q4 2024 | 3.4 |
| Q3 2024 | 2.9 |
| Q2 2024 | 3.1 |
| Q1 2024 | 3.1 |
| Q4 2023 | 3.2 |
Source: Cadence Form 8-K Exhibit 99.1 earnings-release cRPO / next-12-month remaining performance obligations bullet (period-end stock, USD billions; not total RPO and not backlog). XBRL RevenueRemainingPerformanceObligation is total RPO/backlog and is not used here. Prefer EDGAR HTML. Later filing wins. Q4 2023 3.2 (https://www.sec.gov/Archives/edgar/data/813672/000081367224000030/cdns02122024ex9901.htm). Q1 2024 3.1 (https://www.sec.gov/Archives/edgar/data/813672/000081367224000083/cdns04222024ex9901.htm). Q2 2024 3.1 (https://www.sec.gov/Archives/edgar/data/813672/000081367224000150/cdns07222024ex9901.htm). Q3 2024 2.9 (https://www.sec.gov/Archives/edgar/data/813672/000081367224000188/cdns10282024ex9901.htm). Q4 2024 3.4 (https://www.sec.gov/Archives/edgar/data/813672/000081367225000016/cdns2182025ex9901.htm). Q1 2025 3.2 (https://www.sec.gov/Archives/edgar/data/813672/000081367225000046/cdns4282025ex9901.htm). Q2 2025 3.1 (https://www.sec.gov/Archives/edgar/data/813672/000081367225000108/cdns7282025ex9901.htm). Q3 2025 3.5 (https://www.sec.gov/Archives/edgar/data/813672/000081367225000144/cdns10272025ex9901.htm). Q4 2025 3.8 (https://www.sec.gov/Archives/edgar/data/813672/000081367226000013/cdns02172026ex9901.htm). Q1 2026 4 (https://www.sec.gov/Archives/edgar/data/813672/000081367226000044/cdns04272026ex9901.htm). Q2 2026 4.2 (https://www.sec.gov/Archives/edgar/data/813672/000081367226000089/cdns07272026ex9901.htm). Q3 2026 4.2 (https://www.sec.gov/Archives/edgar/data/813672/000081367226000116/cdns10262026ex9901.htm)
| Period | DSO |
|---|---|
| Q3 2026 | 66 |
| Q2 2026 | 65 |
| Q1 2026 | 67 |
| Q4 2025 | 64 |
| Q3 2025 | 55 |
| Q2 2025 | 51 |
| Q1 2025 | 44 |
| Q4 2024 | 48 |
| Q3 2024 | 44 |
| Q2 2024 | 49 |
| Q1 2024 | 36 |
| Q4 2023 | 43 |
| Q3 2023 | 39 |
| Q2 2023 | 42 |
| Q1 2023 | 44 |
| Q4 2022 | 49 |
| Q3 2022 | 40 |
| Q2 2022 | 42 |
| Q1 2022 | 37 |
| Q4 2021 | 40 |
| Q3 2021 | 40 |
Source: Cadence Form 8-K Exhibit 99.2 CFO Commentary Total DSO table (period-end stock, days, not a derived DSO). Prefer EDGAR HTML. Later filing wins. Q3 2021 40 (https://www.sec.gov/Archives/edgar/data/813672/000081367222000053/cfocommentary10242022ex9902.htm). Q4 2021 40 (https://www.sec.gov/Archives/edgar/data/813672/000081367223000010/cfocommentary02132023ex9902.htm). Q1 2022 37 (https://www.sec.gov/Archives/edgar/data/813672/000081367223000024/cfocommentary04242023ex9902.htm). Q2 2022 42 (https://www.sec.gov/Archives/edgar/data/813672/000081367223000040/cfocommentary07242023ex9902.htm). Q3 2022 40 (https://www.sec.gov/Archives/edgar/data/813672/000081367223000067/cfocommentary10232023ex9902.htm). Q4 2022 49 (https://www.sec.gov/Archives/edgar/data/813672/000081367224000030/cfocommentary02122024ex9902.htm). Q1 2023 44 (https://www.sec.gov/Archives/edgar/data/813672/000081367224000083/cfocommentary04222024ex9902.htm). Q2 2023 42 (https://www.sec.gov/Archives/edgar/data/813672/000081367224000150/cfocommentary07222024ex9902.htm). Q3 2023 39 (https://www.sec.gov/Archives/edgar/data/813672/000081367224000188/cfocommentary10282024ex9902.htm). Q4 2023 43 (https://www.sec.gov/Archives/edgar/data/813672/000081367225000018/cfocommentary2182025ex9902.htm). Q1 2024 36 (https://www.sec.gov/Archives/edgar/data/813672/000081367225000046/cfocommentary4282025ex9902.htm). Q2 2024 49 (https://www.sec.gov/Archives/edgar/data/813672/000081367225000108/cfocommentary7282025ex9902.htm). Q3 2024 44 (https://www.sec.gov/Archives/edgar/data/813672/000081367225000144/cfocommentary10272025ex9902.htm). Q4 2024 48 (https://www.sec.gov/Archives/edgar/data/813672/000081367226000013/cfocommentary02172026ex9902.htm). Q1 2025 44 (https://www.sec.gov/Archives/edgar/data/813672/000081367226000044/cfocommentary04272026ex9902.htm). Q2 2025 51 (https://www.sec.gov/Archives/edgar/data/813672/000081367226000089/cfocommentary07272026ex9902.htm). Q3 2025 55, Q4 2025 64, Q1 2026 67, Q2 2026 65 and Q3 2026 66 (https://www.sec.gov/Archives/edgar/data/813672/000081367226000116/cfocommentary10262026ex9902.htm)
| Period | Core EDA | Semiconductor IP | System Design and Analysis |
|---|---|---|---|
| Q3 2026 | 69 | 15 | 16 |
| Q2 2026 | 68 | 15 | 17 |
| Q1 2026 | 71 | 14 | 15 |
| Q4 2025 | 69 | 15 | 16 |
| Q3 2025 | 71 | 14 | 15 |
| Q2 2025 | 71 | 13 | 16 |
| Q1 2025 | 71 | 14 | 15 |
| Q4 2024 | 68 | 13 | 19 |
| Q3 2024 | 70 | 14 | 16 |
| Q2 2024 | 73 | 13 | 14 |
| Q1 2024 | 76 | 12 | 12 |
Source: Cadence Form 8-K Exhibit 99.1 Revenue Mix by Product Category table. 2024 quarters and 2025 Q1-Q4 from the Q4 2025 / FY 2025 release: https://investor.cadence.com/news/news-details/2026/Cadence-Reports-Fourth-Quarter-and-Fiscal-Year-2025-Financial-Results/default.aspx. 2025 Q1-Q4 and 2026 Q1 from the Q1 2026 release: https://investor.cadence.com/news/news-details/2026/Cadence-Reports-First-Quarter-2026-Financial-Results/default.aspx. 2025 Q2-Q4 and 2026 Q1-Q2 from the Q2 2026 release: https://investor.cadence.com/news/news-details/2026/Cadence-Reports-Second-Quarter-2026-Financial-Results/default.aspx. 2025 Q1-Q4 and 2026 Q1-Q3 from the Q3 2026 release: https://www.sec.gov/Archives/edgar/data/813672/000081367226000116/cdns10262026ex9901.htm. Overlapping quarters match across those tables.
| Period | Revenue recognised over time | Other recurring | Up-front |
|---|---|---|---|
| 2025 | 76 | 4 | 20 |
| 2024 | 80 | 3 | 17 |
| 2023 | 81 | 3 | 16 |
| 2022 | 83 | 2 | 15 |
| 2021 | 85 | 3 | 12 |
Source: Cadence Form 8-K Exhibit 99.2 CFO Commentary for Q4 2025 / FY 2025, annual Recurring and Up-Front Revenue table (2021-2025): https://cdn.prod.nntech.io/company-events/reports/6c0175e4-21f5-3dd6-b45e-7c0d0eba7ece/report.pdf. FY 2026 recurring outlook of about 80% is in the same document and in the Q2 2026 CFO Commentary outlook table, and is not plotted.
| Period | Revenue recognised over time | Other recurring | Up-front |
|---|---|---|---|
| Q3 2026 | 74 | 5 | 21 |
| Q2 2026 | 72 | 6 | 22 |
| Q1 2026 | 73 | 4 | 23 |
| Q4 2025 | 77 | 2 | 21 |
| Q3 2025 | 78 | 4 | 18 |
| Q2 2025 | 73 | 5 | 22 |
| Q1 2025 | 77 | 5 | 18 |
| Q4 2024 | 72 | 4 | 24 |
Source: Cadence Form 8-K Exhibit 99.2 CFO Commentary, Recurring and Up-Front Revenue table. Q4 2024 through Q4 2025: Q4 2025 / FY 2025 CFO Commentary https://cdn.prod.nntech.io/company-events/reports/6c0175e4-21f5-3dd6-b45e-7c0d0eba7ece/report.pdf. Q2 2025 through Q2 2026: Q2 2026 CFO Commentary https://www.sec.gov/Archives/edgar/data/813672/000081367226000089/cfocommentary07272026ex9902.htm. Q3 2025 through Q3 2026: Q3 2026 CFO Commentary https://www.sec.gov/Archives/edgar/data/813672/000081367226000116/cfocommentary10262026ex9902.htm. Overlapping quarters match.