And the market breathes a sigh of relief …

I’ve been wrong so often on pre-announcements that I waited this time until companies announce their earnings dates: ANSYS and PTC both announced today the dates and times of their June quarter earnings calls, which means that neither is likely to announce results...

PTC tries to sell investors on growth strategy

PTC gave a comprehensive presentation of its financial status, goals and milestones at its user conference earlier this month. The headlines from the event focused on the announcement that revenue would come in at the low end of the company’s guidance for the...

Busy busy — quick updates

Too busy to craft anything long or thoughtful — I know I owe you a more detailed analysis of PTC’s investor presentation — but in the meantime: – are companies getting too big? I’ve been talking to people responsible for coordinating PLM...

PTC sees tough June quarter but also signs of improvement

PTC last week told investors that it is seeing “some softness in services and a ‘hangover’ inmaintenance” — but also a sequential improvement in license revenue in its fiscal thirdquarter. In total, the company expect to report Q3 revenue...

Catching Up: Bentley, Intergraph, PTC, Siemens and COFES

I may be quite busy and on travel, but the engineering software world rolls on. A couple of interesting tidbits: – According to Greg Bentley, CEO of Bentley Systems, engineering software provides significant return on investment by improving standards of living...

Dassault Systèmes sees tough times continuing

As expected, DS reported that the economic conditions seen in the fourth quarter continuedin the first, leading to a constriction in spending on new licenses as companies scaled backimplementations. Total revenue for the quarter was EU309.7 million, up 1% as reported...

Rackable Systems buying SGI

Since this is from an SEC filing, I don’t think it’s a practical joke: Rackable Systems willbuy “substantially all the assets, except for certain excluded assets, of SGI for $25 million,subject to adjustment in certain circumstances, plus the...

DS 2008 results as expected — but 2010 looks interesting

Dassault Systèmes reported final results for 2008 earlier today and issued outlook for2009 that reflects what the company believes will be a “challenging” 2009, with conditionssimilar to those seen in Q4 2008. Highlights from the earnings calls and...