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...
ESI reports steady progress in Q4

ESI reports steady progress in Q4

ESI just reported revenue for the fourth quarter and fiscal year that ended on January 31 — and the news is good. Recall that ESI’s revenue is really backweighted, with the bulk of renewals coming in Q4 and skewing result for earlier periods each year....
ANSYS realigns to go from $1B to $2B

ANSYS realigns to go from $1B to $2B

ANSYS held its first earnings call under the leadership of new CEO Ajei Gopal today to discuss Q4 and full-year 2016 results and to offer investors a glimpse into where Mr. Gopal believes he can take ANSYS. One clear takeaway from the call: the goals are ambitious, as...
MuM sees subs growth resuming in H2 2017

MuM sees subs growth resuming in H2 2017

Earlier this week, Germany’s Mensch und Maschine Software announced preliminary results for 2016 — and they were solid, even with the perpetual to subscription transition it and its customers are working through. Total revenue in 2016 was €167 million, up...
Quickie: Nemetschek hit record revenue in 2016

Quickie: Nemetschek hit record revenue in 2016

Nemetschek just announced preliminary results for 2016 — and they’re solid. Revenue was around €337 million, at the low end of the company’s earlier guidance but still up 18% over 2015. We don’t have any real detail about Q4 but through the...