SN

Synopsys, Inc. stock research

Jan 31, 2023

FY2023 Q1

Synopsys (SNPS) Gross Margin — Quarter Ended Jan 31, 2023

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year. Gross margin weakened from the prior quarter but was slightly lower than the year-ago period, as cost of revenue grew faster than revenue.

Gross margin takeaway

Quarter ended Jan 31, 2023 · FY2023 Q1

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year. Gross margin weakened from the prior quarter but was slightly lower than the year-ago period, as cost of revenue grew faster than revenue.

  • The strongest observable margin driver is the relationship between revenue and cost of revenue: revenue increased while cost of revenue rose at a higher rate, compressing gross margin.
  • Compared to the immediately preceding quarter, gross margin weakened as cost of revenue increased more than revenue. Compared to the same quarter one year earlier, gross margin was slightly lower, with revenue and cost of revenue both higher.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

79.1%

Gross profit

$1.1B

Revenue

$1.4B

Cost of revenue

$284.4M

Quarter-over-quarter change

n/a

Year-over-year change

-0.7 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Jan 31, 2023$1.4B$1.1B$284.4M79.1%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Previous quarter unavailable

n/a

Year-over-year change

Jan 31, 2022

-0.7 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The strongest observable margin driver is the relationship between revenue and cost of revenue: revenue increased while cost of revenue rose at a higher rate, compressing gross margin.

Compared to the immediately preceding quarter, gross margin weakened as cost of revenue increased more than revenue. Compared to the same quarter one year earlier, gross margin was slightly lower, with revenue and cost of revenue both higher.

Monitor the trend in cost of revenue relative to revenue, as its faster growth drove the margin decline this quarter.

SNPS Gross Margin — Quarter Ended Jan 31, 2023