Tag Archives: Earnings

AVEVA’s H1 update = uh oh

AVEVA issues periodic trading updates in between the more formal and detailed announcements every six months. These interim press releases typically don’t say much — but every so often something interesting slips through. This time, the nuggets aren’t joyous. In … Continue reading


Siemens PLM grows into the AG — a good thing

Every year, Siemens PLM holds an analyst event to talk about its strategy, how it sees the PLMish industry evolving, and its product and go-to-market plans. It’s wall-to-wall PowerPoints, from the company, its partners and customers. A couple of general highlights from … Continue reading


Autodesk adds 74k subscribers in Q2, way more than anticipated

A few weeks ago, Autodesk announced results for its second quarter that beat expectations, caused Wall Street to go all giddy and then pull back once the exuberance bubble burst. Why? It seems that most analysts grabbed onto 74,000 subscribers … Continue reading


Trimble’s Q2 highlights broad diversification

I love how writers start stories about Trimble Navigation: sometimes it’s the electrical instrument company, other times it “isn’t just GPS” — both are correct as far as they go but under-represent all that Trimble is today. And at the rate the … Continue reading


Hexagon’s Q2 a mixed bag of good/bad, up/down

Many things went well for Hexagon in Q2, as the Metrology and Intergraph PP&M businesses returned to more robust growth and the new Solutions business, created to make offerings that combine products from across the portfolio, started to have an impact. … Continue reading


ANSYS Q2 hits usual high notes, but is strangely boring

ANSYS’ Q2 hit the usual superlatives: record revenue, forecasts and consensus beaten — but, even so, it felt as though the company and CEO Jim Cashman were largely treading water, in a “same old same old” pattern of previous quarters. … Continue reading


FARO’s Q2 highlights growing interest in reality computing

FARO Technologies, the metrology company, last week announced Q2 results that gave Wall Street something to cheer about. The company beat expectations and forecasts for both revenue and earnings per share, with revenue up 20% year/year (y/y) to $82 million … Continue reading


PTC moves away from the pack, stays firmly in it

Last week PTC announced solid fiscal third quarter performance, another IoT acquisition and, perhaps most heartening for its core constituency, surprising growth in the CAD business. I covered this all when it happened, but it deserves more attention. Without a doubt, the headline is … Continue reading


Morning coffee: MuM Q2 up on VAR revenue, SIMPACK news, Flow Science awarded

Happy Monday! It’s going to be a busy week, with earnings and lots of other happenings. Germany’s Mensch und Maschine, one of Autodesk’s largest resellers and a supplier of its own CAM and AEC solutions, announced Q2 results today. Later in the … Continue reading


DS Q2 all about CATIA! oh, and acquisitions

The good news continues to roll in the PLM universe. Dassault Systèmes (DS) reported Q2 results that weren’t great but that also weren’t all due to acquired revenue. To be sure, quite a bit was, but CATIA featured prominently in the … Continue reading