PTC roadmaps aplenty

Another Las Vegas extravaganza wrapped yesterday, as thousands of PTC faithful headed for the exits at Caesar’s Palace. I’m not a fan of Vegas in general, but PTC made it work. The company showcased its new management team (energetic, visionary with practical bits...

PTC World, day 1: Creo and more

PTC users have gathered in Las Vegas for PTC World 2011 to hear from the company and other users how to use PTC products for competitive advantage. After a long day of presentations and meetings, here are a few impressions on what I’ve learned; more to come in the...

PTC surprised by CAD growth

As noted yesterday, PTC reported reported second fiscal quarter revenue of $269 million, up 23% from a year ago, driven in large part by growth in the enterprise CAD business. Net income more than doubled from last year’s Q2, at $19 million or $0.16 per share. ...

PTC FQ2 first view: desktop drove growth

PTC reported results today after the market closed — yes, that’s two in one day — and will hold its analyst conference call tomorrow. A quick read of the press release and supplemental material shows that reported revenue of $269 million (up 12%) and...

DS Q1 first view: SMB growth, acquisitions

Dassault Systèmes today reported results for the first quarter that show that the momentum established towards in 2010 continued into 2011. Total revenue in Q1 was €410 million, up 31% as reported and up 29% excluding currency. New license revenue was up 30%,...

PTC embeds MKS

Last week PTC announced its intention to acquire MKS, Inc. of Waterloo, Ontario, a supplier of tools to manage the lifecycle of embedded mechatronics software, for CDN$26.20/share or CDN$292.5 million in total (about $304 million at current exchange rates). PTC will...

DS update: offerings for a growing market

Dassault Systèmes’ Al Bunshaft, Managing Director of DS America, today held the first of a series of update calls for industry analysts. The call reiterated DS’ focus on growing its brands and tweaking its sales channels to reach an ever-greater addressable market and...

DS announces banner 2010, cautious for 2011

2010 was a big year for Dassault Systèmes as it tightened control on its distribution network by buying IBM PLM, closing the biggest acquisition in DS’ history. Did this distract management? Lead to complications in merging sales teams and assigning territories and...

More good news: Tekla, CENIT

A Bank of America Merrill Lynch report arrived in my inbox this morning with the title “Do earnings never end” — how true. Here are two quick notes on today’s announcements to keep you up-to-date while I finish going over the results reported by Dassault...

PTC reports an Optima Q1

(Sorry. The Optima is a model of Kia automobile. Bad pun, I know, but hard to resist.) PTC is usually the first PLM company to report results and is therefore seen as a bit of the canary in a coal mine (send in the canary; if it dies, there’s not enough oxygen for...