ANSYS Q1 was a combo of platforms & headwinds

ANSYS Q1 was a combo of platforms & headwinds

ANSYS just reported financial results for the first quarter of 2016. It wasn’t a bad quarter, overall, but it certainly wasn’t one that beat expectations. Tough comparable, the continued slowdown in the semiconductor industry, new sales heads that are yet...
Quickies: OnShape, Bentley, Hexagon and PP&M — oh my!

Quickies: OnShape, Bentley, Hexagon and PP&M — oh my!

So much news, so little time. A quick roundup of interesting news: A couple of weeks ago, OnShape reported that it has now sold shares valued at a total of $105 million, an increase of $25 million from last year’s announcement. By my reckoning, this...
PTC’s Q2 revenue misses but positions for the future

PTC’s Q2 revenue misses but positions for the future

It’s tough to be PTC right now. Most indicators are going in the right direction: subscriptions are ahead of expectations (though that means perpetual license revenue is below plan), IoT-related sales are growing as PTC sells both standalone IoT solutions and...
MuM had “best Q1 in company’s history”

MuM had “best Q1 in company’s history”

Now, that’s a headline. We’re all worrying about how the switch to subscriptions across the software universe affects the software creators and their reseller partners, and how many will be unable to manage the cash flow implications of the change —...
PTC surprised by subs, DS continues to roll

PTC surprised by subs, DS continues to roll

It’s a big day in PLMish earnings, as PTC reported last night and Dassault Systèmes this morning. We’ll get to details in other posts but here are the highlights: PTC continues to struggle with the mix of traditional and subscription licensing, causing...
Autodesk adds to its renderers, buys Solid Angle

Autodesk adds to its renderers, buys Solid Angle

Autodesk just announced that it has acquired Solid Angle, maker of Arnold, a ray-tracing image renderer for high-quality 3D animation and visual effects creation. Arnold was co-developed with Sony Pictures Imageworks and is now their main renderer. Autodesk says...
Quickie: Yokogawa closes KBC acquisition

Quickie: Yokogawa closes KBC acquisition

Back in February, Yokogawa outbid AspenTech for KBC, the UK software developer and consultancy focused on operational optimization for the oil and gas industry. The deal needed to be approved by UK regulators, which happened on April 5, and on April 7 both boards of...