CAE rumbles on: ANSYS, ESI and Exa earnings recaps

CAE rumbles on: ANSYS, ESI and Exa earnings recaps

Over the last few weeks, CAE companies have released earnings that highlight the growing importance of CAE technology in many companies’ product development processes, and the impact these technologies are having on the enterprises that use them. First, key...
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...
Autodesk’s FQ1 2018 is a pleasant surprise

Autodesk’s FQ1 2018 is a pleasant surprise

Autodesk last night reported results that surprised on many levels, almost all good. Revenue declined 5% year/year as the transition from perpetuals to subs continues, and deferred revenue (the part of the sub payment that will be recognized in the future) was up 18%,...
Q1 in AEC: looks like 2017 is a breakout year

Q1 in AEC: looks like 2017 is a breakout year

You (and investors and entrepreneurs and many others) often ask me how the AEC market is accepting the technologies that discrete manufacturing has long relied on: 3D design, using a model as reference and not just drawings, managing those models and related...
Quickie: DS’ Q1 shows solid start to 2017

Quickie: DS’ Q1 shows solid start to 2017

As always, there’s a lot to unpack in a Dassault Systèmes earnings release, so here are the bare facts while I catch up on the earnings calls, presentations and press releases: Total revenue in Q1 was €760 million, up 10% as reported and up 7% in constant...
MuM says 2017 is off to a “pleasant” start

MuM says 2017 is off to a “pleasant” start

What a nice way to start a week: an earnings report that includes the word “pleasant”. Too often, it’s all business gobbledy-gook; we all know what “pleasant” means. Not stressful, satisfactory, generally positive, moving in the right...
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...