SynopsysAmérica Móvil

Synopsys vs América Móvil

Synopsys and América Móvil are examined side by side to illuminate how each company operates in its sector. This page compares their business models, financial performance, and market context in a neu...

Why It's Moving

Synopsys

Synopsys Caps Transformational 2025 with Record Revenue and Surging Backlog Despite Lingering IP Headwinds.

  • Full-year revenue hit record $7.05 billion with Q4 at $2.255 billion exceeding guidance midpoint, showcasing Ansys integration progress and efficiency gains.
  • Backlog soared to $11.4 billion from $10.1 billion last quarter, driven by strength across segments and positioning for 2026 revenue records.
  • Restructuring and new CRO hire accelerate synergies, though lawsuits allege prior undisclosed IP weakness from AI focus eroded economics.
Sentiment:
🐃Bullish
América Móvil

America Movil Posts Robust Q3 Revenue Growth Amid Chile Deal Termination

  • Revenue climbed 4.2% in pesos and 6.2% at constant rates, signaling sustained demand for mobile services and effective customer acquisition strategies.[1]
  • EBITDA surged 4.9% in pesos and 6.8% at constant rates, outpacing revenue growth due to operational efficiencies and fixed-line market share gains to 21%.[1]
  • Termination of Chile MOU with Entel on Dec 3 shifts focus to individual asset pursuits in high-growth markets like Chile and Brazil.[2][3]
Sentiment:
🐃Bullish

Which Baskets Do They Appear In?

EDA Underdogs

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This collection features carefully selected companies in the electronic design automation (EDA) and semiconductor IP space. Our professional analysts have identified these stocks as potential beneficiaries of the changing competitive landscape following Synopsys' massive $35 billion acquisition of Ansys.

Published: July 15, 2025

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China's AI Chip Access

China's AI Chip Access

This carefully selected group of stocks represents companies poised to benefit from China's renewed access to advanced AI chips. Our professional analysts have identified key players across the semiconductor supply chain that could see significant growth as this massive market reopens.

Published: July 15, 2025

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This carefully curated group of stocks represents the essential companies building the hardware backbone of the AI revolution. Selected by professional analysts, these stocks include the critical semiconductor manufacturers, equipment suppliers, and design software firms that make advanced AI chips possible.

Published: July 11, 2025

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Riding Microsoft's AI Wave

Riding Microsoft's AI Wave

This carefully selected group of stocks represents companies powering the AI revolution beyond just Microsoft. Professional analysts have identified these firms in semiconductors, cloud infrastructure, and AI software as positioned to benefit from the massive industry-wide investment surge in artificial intelligence.

Published: July 11, 2025

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Tech Titans' Triumph

Tech Titans' Triumph

Ride the wave of tech giants' success with this carefully selected group of stocks. These companies are vital suppliers to industry leaders like Apple, Nvidia, and Tesla, handpicked by our expert analysts to help you capitalize on the tech sector's powerful momentum.

Published: July 3, 2025

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The Figma Effect: Investing in Collaborative Tech

The Figma Effect: Investing in Collaborative Tech

Figma's upcoming IPO is creating waves in the tech industry. This collection features companies positioned to benefit from growing demand for digital collaboration tools and a revitalized tech IPO landscape, carefully selected by our expert analysts.

Published: July 2, 2025

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Race to Four Trillion

Race to Four Trillion

Invest in the companies building the foundation of the AI revolution. These carefully selected stocks represent crucial suppliers and enablers benefiting from Nvidia and Microsoft's historic race to $4 trillion valuations and their unprecedented spending on AI infrastructure.

Published: June 30, 2025

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Investment Analysis

Pros

  • Synopsys is one of two dominant players in the electronic design automation (EDA) market with nearly 100% customer retention and a substantial portion of recurring subscription revenue.
  • The company maintains the largest intellectual property licensing business in its industry, embedding its solutions deeply into semiconductor design workflows.
  • Synopsys has strong financials including a high gross margin of nearly 80%, conservative debt levels, and significant liquidity, supporting resilience and strategic investments.

Considerations

  • U.S.-China trade tensions and export restrictions have negatively impacted Synopsys' China business, causing recent earnings misses and lowered guidance.
  • The acquisition of Ansys introduces integration challenges and near-term margin pressures, creating operational and investor uncertainty.
  • Intense competition from Cadence Design Systems, particularly in AI-enhanced EDA offerings, forces Synopsys to continuously innovate to protect market share.

Pros

  • América Móvil reported 6.2% year-over-year revenue growth in Q3 2025, driven by accelerating demand in the Mexican market.
  • The company operates as a leading telecommunications provider in Latin America, benefiting from a large and expanding customer base.
  • América Móvil’s scale and diversified operations across multiple countries provide some insulation against localized economic or regulatory risks.

Considerations

  • Currency fluctuations outside of Mexico can negatively impact reported revenues and earnings, introducing volatility to financial results.
  • The telecommunications sector faces regulatory pressures and competitive intensity in Latin America, which may constrain margin expansion.
  • Macroeconomic challenges and inflationary pressures in key markets could hinder consumer spending on telecom services, affecting growth.

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