Earnings: so far, so good

Here we go! The PLM earnings season starts today: so far, 2 of 2 companies have reportedsolid calendar Q3 results but see rocky times ahead. Quick hits: – MSC did not announce earnings (that’s next Tuesday) but did file a series of forms with theSEC about...

Solid shipbuilding

Say you want to build a yacht and, since you’re a competitive person, you want to be able togloat at Larry Ellison the next time you run into him in Cannes. That means your yachtneeds to be bigger and better than his — or, according to Wikipedia, have at...

PLM stocks battered on Wall Street — why?

So everyone knows that the US Congress on Monday failed to vote to pass a $700 billion billto bail out the financial markets. Whether you’re for or against the bill is irrelevant; its failureto pass cost investors $1.1 trillion. Almost twice what the bill would...

Solidworks, Dassault Systèmes and PTC — Oh my!

It’s been an interesting week. Like you, dozens of emails and press releases cross my desk every day, some of which are far more relevant and interesting than others. Of interest: Bernard Charlés appeared for the first time ever at a SolidWorks-sponsored event – and...

Is PTC hanging out the “For Sale” sign?

The Financial Times of London reported on Saturday that PTC has approached GoldmanSachs about selling itself for something on the order of $2 billion. FT cites “people withknowledge of the process” but was unable to get PTC to comment. The article says...

What, exactly, is a seat?

A few weeks ago I pointed out that most public companies put information into their earningsreleases that leads to … shall we say, less than clarity? Autodesk is a champion at providing reams of information that turn out to be not so useful. Inits fiscal second...

Autodesk’s streak continues

Autodesk handily beat market expectations for the second fiscal quarter of 2009, reportingtotal revenue of $620 million, up 18% over last year and ahead its own earlier forecast.Excluding foreign exchange effects, total revenue was up 10%. Moldlfow contributed...

PTC continues to roll

PTC announced earnings after the market closed on July 22, reporting revenue of $273 million for the fiscal third quarter of 2008, ahead of expectations – and up 21%,over last FQ3 due in no small part to the contribution of CoCreate. A couple of interesting tidbits...