Tag Archives: Earnings

AVEVA kicks off earnings amid takeover rumbles

PLMish results start in earnest this week, as both PTC and Dassault Systèmes talk about their June quarter results. But AVEVA kicked things off in their uniquely British way last week, updating us on how things are going so far in fiscal … Continue reading


Get ready! Earnings are starting …

No, we’re not changing our focus to industrials! Yesterday did, however, mark the start of earnings season with Alcoa  announcing that Q2 was far better than expected, which raises the bar for all other earnings releases to come. Alcoa said that … Continue reading


ESI’s Q1 down year/year, partly due to planned change in services

ESI Group reported today that fiscal Q1 2014/5 revenue was down 7% to €20.1 million, in part because of the company’s intention focus on high value services engagements that are likely to lead to future license sales. Had services revenue held constant with … Continue reading


Exa’s Q1 falls short — but for a good reason

Exa announced Q1 results on Thursday that were good, not great. Revenue was just under $14 million, at the low end of the company’s guidance but still up 10% year/year (y/y). Exa CEO Steve Remondi told investors that a few … Continue reading


AVEVA’s marine woes may be over, eyes acquisitions in FY15

New product gaining traction in the market? Check. Problematic end-industry apparently reviving? Looks like it. Costs under control? Yup. More acquisitions? Yes, please. AVEVA’s recent earnings announcement hit all the high notes and investors loved it, sending the share price … Continue reading


Autodesk’s Q1 a study in moving parts

There’s been no shortage of news from Autodesk lately, what with new licensing options, acquisitions, 3D printing and an RV touring the US*, so it’s no surprise that the Q1 earning call tried to put it all in perspective. CEO Carl Bass addressed the … Continue reading


Morning coffee: deals, cars and snowmelt. Yup.

So here we are, just a few days from June. Where does the time go? It’s full-on user conference season so there’s more to cover than ever — let’s get right to it. It’s the Economy … … And it … Continue reading


ANSYS channel worries, Russia drag down Q1

ANSYS’s announcement that it was buying SpaceClaim took the spotlight off its Q1 earnings, but those deserve a look, too. The company reported Q1 revenue of $215 million, up 9% from a year ago, with software revenue up 6% to … Continue reading


Encouraging new license sales lead DS to “decent” Q1 2014

Dassault Systèmes reported Q1 results that were decidedly mixed. Total revenue was up but that growth was largely due to acquisitions — and, even then, most of the increase was in services, thanks to the RTT acquisition. Unusual for a traditional software company, … Continue reading


Morning coffee: manufacturing, earnings, ice and … tuna?

Wow, what a week! Let’s see: earnings, COFES, earnings, meetings, briefings … There’s lots more coming from me over the next few weeks about COFES and earnings but here are some highlights and news we all need to catch up … Continue reading