Q3: So, how did we do?

It’s always hard to create context around companies whose businesses, and business models, are so different but we can draw a couple of conclusions now that Autodesk, Dassault Systèmes and PTC have reported for the summer quarter: • Starting at the top: all three...

Quick hits: news roundup

We’ve been so focused on the big news of last week (in case you missed it, Dassault Systèmes is buying the DS-focused IBM PLM division of IBM and PTC and DS announced earnings) that a lot of other noteworthy items slipped under the radar. A quick recap: How long...

DS: Holding steady

Good things come in twos (so far): Dassault Systèmes reported that Q3 performance was as expected, with total revenue of 291.7 million euros and software revenue of 255.6 million euros, both down 8% from a year ago but essentially flat with Q2. Keep in mind that Q3 is...

DS Q2 revenue down 5% but profit down 41%

Dassault Systèmes reported today that Q2 revenue fell 5% from a year ago to 310.9 million euros, the high end of its earlier guidance, while net profit fell 41% to 25.7 million euros from 43.2 million euros. On a sequential basis, however, revenue was flat to up...

Dassault Systèmes sees tough times continuing

As expected, DS reported that the economic conditions seen in the fourth quarter continuedin the first, leading to a constriction in spending on new licenses as companies scaled backimplementations. Total revenue for the quarter was EU309.7 million, up 1% as reported...

DS 2008 results as expected — but 2010 looks interesting

Dassault Systèmes reported final results for 2008 earlier today and issued outlook for2009 that reflects what the company believes will be a “challenging” 2009, with conditionssimilar to those seen in Q4 2008. Highlights from the earnings calls and...

Dassault Systèmes missed Q4 on 20% drop in new license revenue

DS released preliminary fourth quarter results today, showing that the global economiccrisis is affecting all price points along the PLM curve. DS reports that preliminarynon-GAAP total revenue is estimated at €382 million, compared to the company’sobjective of €385...

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...

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...
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