PTC, DS results highlight strategic differences

PTC, DS results highlight strategic differences

Nov 9, 2012 | Hot Topics

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 learn about the demand for...
Siemens PLM + LMS shakes up CAE

Siemens PLM + LMS shakes up CAE

Nov 8, 2012 | Hot Topics

Big news! Siemens announced today that it is acquiring LMS International and pairing it with its PLM division. We’ve got facts, a bit of history and, lastly, my impressions. (In case you can’t wait: It’s a good thing — for LMS, Siemens PLM and...
Trimble snaps up Vico for 4D/5D

Trimble snaps up Vico for 4D/5D

Nov 5, 2012 | Hot Topics

Trimble Navigation (an ever-greater misnomer) announced on Friday that it has acquired the assets of privately-held Vico Software, Inc.,  a provider of 4D and 5D architectural modeling software and consulting services. Trimble says this acquisition “extends...
PTC, DS results highlight strategic differences

Quickie: ANSYS reports, too

Nov 1, 2012 | Hot Topics

I knew I had missed one — ANSYS reported, too. Their GAAP revenue of $197 million and non-GAAP revenue of $199.8 million were in the midrange of guidance. Non-GAAP is up 16%, (up 12% excluding currency). In constant currency, the lease business was up 21% to $71...
PTC, DS results highlight strategic differences

Quickies: PTC & FARO disappoint, AspenTech upbeat

Nov 1, 2012 | Hot Topics

A huge day in engineering IT earnings, as PTC and FARO explain their miss to investors while AspenTech and Trimble issue earnings reports. A very quick headline on each and then I dash to the airport — more to come. PTC reported last night that revenue for its...
PTC, DS results highlight strategic differences

Quickies: Earnings good to tepid so far

Oct 31, 2012 | Hot Topics

We’re still recovering from hurricane Sandy here in New England. Schools are open as are most roads, but a lot of people are still without power and assessing damage. It could have been a lot worse, so we’re grateful. It’s interesting that the New...
PLM Innovation abounds

PLM Innovation abounds

Oct 30, 2012 | Hot Topics

I spent part of last week in Atlanta, at the PLM Innovation Americas conference. I typically go to company-sponsored events, where a single vendor showcases its wares at a user conference, investor or analyst event. PLM Innovation was different — lots of...
PTC, DS results highlight strategic differences

Quick update: DS beats expectations in Q3

Oct 25, 2012 | Hot Topics

Dassault Systèmes announced results today that beat expectations on many fronts. I’m at the PLM Innovation Americas conference so will have to get the conference call replays when I can, but here’s a quick update: total revenue was €499.5 million as...
PTC, DS results highlight strategic differences

SAP closes Ariba deal, focuses on cloud

Oct 24, 2012 | Hot Topics

SAP announced earlier today that it was raising its full-year revenue target as a result of strong software sales of its own products and with an extra boost from its acquisition of Ariba, which closed on October 1. All executives on the earnings call said that the...
PTC, DS results highlight strategic differences

Ready, Set, Go! MuM revenue, profit up

Oct 22, 2012 | Hot Topics

Hope your seat belt is buckled, because we’re off to a fast start with earnings for the quarter that ended September 30. Today we heard from Mensch und Maschine; later in the week SAP, Dassault Systemes, 3D Systems, Cybernet Systems and Hexagon tell us what...