Tag Archives: PLM
Autodesk: Q1 was “tough”, no plan to end perpetual sales
Autodesk reported results last night that highlighted how tough the economy is, and perhaps will be for a bit longer than earlier-reporting companies had hoped. Until now, just about everyone pointed to tepid demand that got worse as we moved … Continue reading
PTC channel doing well, DS/SIMPOE update
It’s going to be another busy week, with earnings from Hexagon, Cimatron and Stratasys today and then CENIT, ExOne and Autodesk later in the week. Before we start on those, however, there are a couple of bits of old business … Continue reading
Quickies: Uncertain economy drags down March quarter
It’s a busy week for earnings reports from engineering software companies. While I work on longer-form reports, here are a few quotes from my notes. Note that these are not 100% representative of the company’s March quarter reports — in … Continue reading
DS reports OK Q1, adds FE-DESIGN & Archividéo
Dassault Systèmes’ earnings announcements are usually a welter of numbers, currencies, products, markets and geographies. Today, DS threw two acquisitions into the mix, too. Grab a cup of coffee and let’s see what it all means. DS reports that the … Continue reading
PTC reports decent FQ2, still tough out there
PTC just reported results for its fiscal second quarter (ended March 31) that show the company performed more or less as it predicted. But the rest of fiscal 2013 (through September) is going to be tough and so PTC moderated … Continue reading
Quickies: Rand earnings, PTC debuts Windchill PDM Essentials
While you’re out buying flowers and chocolates for your Valentine (you did remember to, didn’t you?), others were making news. First off, Rand Worldwide announced results for the quarter ended December 31. Total revenue was down 4% year/year to $21.6 million, … Continue reading
Dassault Systèmes’ cautious outlook dampens good Q4
Earnings calls are interesting beasts: on the one hand, company executives have to speak to and perhaps justify the reported results. On the other, they need to spin everything as positively as possible to boost the stock price. Add in … Continue reading
Autodesk reports bumpy FQ3
As you probably know by now, Autodesk missed its fiscal third quarter targets, citing a weakening global economy as undoing any gains made by its improved execution over FQ2. There were pockets of good and not so good — a … Continue reading
The 3DX Forum Experience
Dassault Systèmes invited several hundred of its best customers to Orlando last week, to learn about the company’s latest efforts to vault out of providing solutions and into delivering experiences. Over two days, we heard from CEO Bernard Charlès, EVP Monica … Continue reading
PTC, DS results highlight strategic differences
Earnings news from engineering IT companies has been a mixed bag of late: misses and downgrades of expectations for the remainder of 2012 but also some stronger-than-expected results. Why did each company report as it did and what can we … Continue reading
