SN

Synopsys, Inc. stock research

Jul 31, 2024

FY2024 Q3

Synopsys (SNPS) Gross Margin — Quarter Ended Jul 31, 2024

Revenue was stable compared to the prior quarter, while gross profit increased slightly as cost of revenue decreased, resulting in an improved gross margin. Compared to the same quarter last year, revenue and gross profit were higher, but cost of revenue also increased, leaving gross margin nearly unchanged.

Gross margin takeaway

Quarter ended Jul 31, 2024 · FY2024 Q3

Revenue was stable compared to the prior quarter, while gross profit increased slightly as cost of revenue decreased, resulting in an improved gross margin. Compared to the same quarter last year, revenue and gross profit were higher, but cost of revenue also increased, leaving gross margin nearly unchanged.

  • The strongest observable margin driver was the reduction in cost of revenue relative to the prior quarter, which directly supported the gross margin improvement.
  • Compared to the immediately preceding quarter, gross margin improved as cost of revenue decreased while revenue held steady. Versus the same quarter one year earlier, gross margin was stable, 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

80.9%

Gross profit

$1.2B

Revenue

$1.5B

Cost of revenue

$290.7M

Quarter-over-quarter change

+1.6 pts

Year-over-year change

+0.2 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Oct 31, 2023$1.5B$1.2B$286.2M80.5%
Jan 31, 2024$1.5B$1.2B$279.2M81.5%
Apr 30, 2024$1.5B$1.2B$300.4M79.4%
Jul 31, 2024$1.5B$1.2B$290.7M80.9%

Quarterly comparisons

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

Previous-quarter change

Apr 30, 2024

+1.6 pts

Year-over-year change

Jul 31, 2023

+0.2 pts

What the margin says

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

The strongest observable margin driver was the reduction in cost of revenue relative to the prior quarter, which directly supported the gross margin improvement.

Compared to the immediately preceding quarter, gross margin improved as cost of revenue decreased while revenue held steady. Versus the same quarter one year earlier, gross margin was stable, with revenue and cost of revenue both higher.

Monitor the trajectory of cost of revenue, as its decline drove the current quarter's margin improvement.