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.

Cadence Design Systems Backlog (Quarterly) (USD billions)
PeriodQuarter-end backlog
Q3 20268.2
Q2 20268.1
Q1 20268
Q4 20257.8
Q3 20257
Q2 20256.4
Q1 20256.4
Q4 20246.8
Q3 20245.6
Q2 20246
Q1 20246
Q4 20236
Q3 20235.4
Q2 20235.3
Q1 20235.4
Q4 20225.8
Q3 20225.5
Q2 20225.6
Q1 20225.1
Q4 20214.4
Q3 20213.7

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)

Cadence Design Systems Current Remaining Performance Obligations (Quarterly) (USD billions)
PeriodcRPO (next 12 months)
Q3 20264.2
Q2 20264.2
Q1 20264
Q4 20253.8
Q3 20253.5
Q2 20253.1
Q1 20253.2
Q4 20243.4
Q3 20242.9
Q2 20243.1
Q1 20243.1
Q4 20233.2

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)

Cadence Design Systems Days Sales Outstanding (Quarterly) (days)
PeriodDSO
Q3 202666
Q2 202665
Q1 202667
Q4 202564
Q3 202555
Q2 202551
Q1 202544
Q4 202448
Q3 202444
Q2 202449
Q1 202436
Q4 202343
Q3 202339
Q2 202342
Q1 202344
Q4 202249
Q3 202240
Q2 202242
Q1 202237
Q4 202140
Q3 202140

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)

Cadence Design Systems Revenue Mix by Product Category (Quarterly) (percent)
PeriodCore EDASemiconductor IPSystem Design and Analysis
Q3 2026691516
Q2 2026681517
Q1 2026711415
Q4 2025691516
Q3 2025711415
Q2 2025711316
Q1 2025711415
Q4 2024681319
Q3 2024701416
Q2 2024731314
Q1 2024761212

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.

Cadence Design Systems Recurring versus Up-Front Revenue (Annual) (percent)
PeriodRevenue recognised over timeOther recurringUp-front
202576420
202480317
202381316
202283215
202185312

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.

Cadence Design Systems Recurring versus Up-Front Revenue (Quarterly) (percent)
PeriodRevenue recognised over timeOther recurringUp-front
Q3 202674521
Q2 202672622
Q1 202673423
Q4 202577221
Q3 202578418
Q2 202573522
Q1 202577518
Q4 202472424

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.

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Cadence Design Systems (CDNS) - KPIs | Sterling