Quickie: ESI reports slump in H1, boosts R&D investment

Quickie: ESI reports slump in H1, boosts R&D investment

ESI Group today released results for the second quarter of fiscal 2018 (ending January 31, 2018, but which the company sometimes refers to as fiscal 2017). Overall, the results aren’t awful — the company suffered from both a touch comparable over a year...
Quickie: Hexagon’s Q2 shows continued weakness in PPM

Quickie: Hexagon’s Q2 shows continued weakness in PPM

Hexagon just announced Q2 results that showed modest growth overall and a decent contribution from the recently acquired MSC Software. PPM continues to struggle, but CEO Ola Rollen said in the earnings material that he expects the business to return to growth towards...
Quickie: PTC’s FQ3 suffers from weakness in Japan

Quickie: PTC’s FQ3 suffers from weakness in Japan

It’s tough to be PTC. Revenue ahead of expectations, license and subscription bookings not so much, “sales execution issues” in Japan … weak guidance for the company’s fiscal Q4 … stock gets hammered. A few of the details — much more...
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...