Quickie: AVEVA announces “much improved” H1 2018

Quickie: AVEVA announces “much improved” H1 2018

Super-quick, as I’m at Autodesk University: AVEVA reported today that revenue for the six months ended September 30 was £94 million, up 11% as reported and up 6% in constant currencies — a “much-improved performance”  in the first half of its...
Super quickie: AVEVA shareholders approve Schneider deal

Super quickie: AVEVA shareholders approve Schneider deal

Over 99% of AVEVA shares voted in favor of the combination with Schneider Electric’s Software Business, the entity that includes SimSci, WonderWare and other software assets of Schneider Electric SE. According to the plan outlined earlier this month, that leaves...
Quick add to AVEVA + Schneider

Quick add to AVEVA + Schneider

A couple of people have gotten in touch about yesterday’s post, where I asked whether third time’s the charm for an AVEVA/Schneider Electric software deal. It’s important to note that: The only thing that could derail this combination now is if...
Here we go again: AVEVA + Schneider

Here we go again: AVEVA + Schneider

While many of us Yanks were off celebrating the unofficial end of summer, the British and French were apparently hard at work. The Financial Times and other media report that AVEVA and Schneider Electric are about to announce yet another attempt at a merger...
Quickie: AVEVA + Schneider unlikely right now

Quickie: AVEVA + Schneider unlikely right now

There’s so much going on right now, between earnings, acquisitions and other news-worthy stuff, that I keep starting posts and having to move on before I can finish them. I will, I will! When, though … But many of you are asking about possible acquisition...
Here we go again: AVEVA+Schneider?

Here we go again: AVEVA+Schneider?

A couple of UK media outlets reported yesterday that Schneider Electric is considering once again making an offer for AVEVA. This is one such report, repeating what was in a Sunday Times (paywall) article. As before, such a deal would make a lot of sense: Schneider...
Quickie: AVEVA still feeling the slump in oil and gas

Quickie: AVEVA still feeling the slump in oil and gas

AVEVA just announced that, as expected, total revenue was up as reported but down in constant currencies, as the British Pound is weakened over Brexit uncertainties. In general, the results seem are due to slumping demand from companies that would normally use...
AVEVA’s update previews revenue growth in F17

AVEVA’s update previews revenue growth in F17

AVEVA today gave an update on its performance for the fiscal year that ended 31 March 2017. And it was, as usual, a terse 2-sentence statement:  The Board is pleased to report that the Group’s results, assisted by positive currency translation effects, show a...