What a day for news! I’ve already blogged about PTC’s March quarter, tweeted a bit about Dassault Systèmes’ interesting announcements (and hope to blog about that tomorrow), but here are a couple of other important things you need to know about:
3D Systems announced that revenue increased 63% to $78 million in the first quarter of 2011. I need to dig into the details, but the company said that 3D printer unit sales increased 153% over last year as “the company’s effective mix shift[s] towards its lower priced personal, professional and production printers and the addition of acquired ZPrinters to its portfolio”. Print materials revenue was up 58% to $25 million as a result of the greater number of printers sold and because of “price point re-alignment and expansion”. Services revenue increased was $29 million and included $18 million of on-demand parts.
Cybernet Systems, the Japanese company that bought Waterloo Maple and Noesis in 2010, reported today that revenue for the year ended March 31, 2012 was 13,613 million Yen, up 4.6%. There are about 80 Yen to the US Dollar, so that makes Cybernet Systems’ total revenue about $170 million. For the year ending March 31, 2013, the company sees revenue rising about 3%, to 14,000 million Yen. Cybernet resells ANSYS, Invention Machine and other products, as well as its own, so it’s unclear right now how much of the total is from Noesis Optimus and Maplesoft.
ESI Group posted final results for the year ended January 31, 2011 that confirmed the preliminary results announced last month: Total revenue was up 12% to €94 million, led by license revenue growth of 11% (to €69 million). CEO Alain de Rouvray signaled that the company is ready to do more acquisitions, saying that “a very healthy financial situation and a high financing capacity, [mean] ESI is entering a new stage in its development, combining external growth and organic growth whilst improving its profitability.”
Trimble announced its intention to acquire Google SketchUp. It had been rumored that SketchUp was (ahem) up for grabs, but I don’t recall Trimble being floated as a possible buyer. Terms of the deal weren’t disclosed, but the transaction is expected to close by June 2012, assuming it passes all of the typical regulatory hurdles. Here’s what’s interesting: “As part of the SketchUp platform, Trimble will also partner with Google on running and further developing SketchUp’s 3D Warehouse, an online repository where users can find, share, store and collaborate on 3D models. The site enables users to create collections of models, including 3D Buildings, and share them with fellow modelers around the world. Individual models can be loaded, saved and viewed in 3D from within SketchUp or a web browser. For the foreseeable future, Google will host and operate the 3D Warehouse for Trimble and together the companies will continue to offer the same capabilities, functions and services that are offered today. The ability for users to submit 3D Buildings for potential acceptance and viewing in Google Earth will be maintained. Currently the 3D Warehouse has almost two million user-generated models.” Hmmm. Lots and lots of opportunity there. But for what?
More when there’s time to breathe! It’s crazy busy and I’d suggest following me on Twitter (@monica_schnitge) if this stuff interests you, because I do try to tweet live from earnings presentations when I can.