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...
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...