PTC’s FQ2 featured ‘strong’ CAD, PLM performance

PTC’s FQ2 featured ‘strong’ CAD, PLM performance

PTC announced results on Wednesday that were, in a single word, impressive. Growth across most revenue categories, product lines, channels — and with positive outlook for the rest of 2018, too, which means no deals were pulled from the future into the fiscal second...
ESI’s Q4 returns to license growth

ESI’s Q4 returns to license growth

You have spoken: you’re not fans of long blog posts that summarize a clump of earnings all at once, nor do you want to wait until the last of a bunch of companies publishes results to read the post. So we’re back to the old scheme, one company at a time....
10 things: PLMish earnings show confidence and growth

10 things: PLMish earnings show confidence and growth

I’ve been recapping earnings for you for years but with the ready availability of the source materials it seems silly to just reproduce it all and make you hunt for my commentary. To make this more productive for you and for me, we’re trying something new: I’m...
ESI’s Q3 disappoints, but Q4 should be OK

ESI’s Q3 disappoints, but Q4 should be OK

ESI reported third quarter results last week that were, at best, so-so, as revenue declined 7% as reported (2% in constant currency, cc) to €25 million. ESI management says Q3 results “[do] not realistically reflect the considerable transformative added value...
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...
Quickie: ANSYS’ Q3 well ahead of expectations

Quickie: ANSYS’ Q3 well ahead of expectations

We’re on day 4 of no power here in our little slice of (New England) paradise, so this must be short, if there’s any hope of uploading it. More after the earnings call and once Net access is back to normal. ANSYS reported a Q3 that basically blew past its...
Quickie: DS acquires No Magic for MBSE, has mixed Q3

Quickie: DS acquires No Magic for MBSE, has mixed Q3

I’m at AVEVA World Summit this week, so this has to be brief: DS announced earnings today, and as part of that package of news said that it intends to acquire No Magic, a maker of model-based systems engineering and architecture modeling solutions for software...