AVEVA’s F12 ahead on all counts

May 30, 2012 | Hot Topics

It’s hard to come up with a single headline. Total revenue: £195.9 million, up 13% and ahead of analysts’ forecasts of £192 million. Profit before tax of £62.3 million versus median estimate of £61.5 million. Cash balance of £178.9 million against...

More on Cimatron’s Q1

May 25, 2012 | Hot Topics

Cimatron announced results last week while I was at the Altair user conference. I’ve had a chance to listen to the earnings call replay, and have a bit more to add to last week’s quick post: CEO Danny Haran said on the call that “Q1 of 2012...

AVEVA & Hexagon expand offerings

May 23, 2012 | Hot Topics

We interrupt the regularly scheduled blog to note two acquisitions this week (so far – it’s only Wednesday!). One is decidedly old-school, as AVEVA adds bocad’s structural detailing of steel, glass, wood and more to its portfolio. The other, by Hexagon, is...

Bentley focuses on infrastructure

May 23, 2012 | Hot Topics

I spent a few hours last week at Bentley Systems’ annual Be Together user conference. Analysts and journalists are typically not at this event but I was invited to moderate a session on the use of standards in the process industries and took advantage of my time...

CD-adapco users validate, automate to success

May 21, 2012 | Hot Topics

In part 1 of my report on the CD-adapco Global User Conference, I wrote about plans for STAR-CCM+, a new iPad app and my adventures in a STAR-CCM+ hands-on session. There were so many excellent user presentations, that I’d like to give a quick recap of what I...

Autodesk’s Q1 “Solid, uneven”

May 18, 2012 | Hot Topics

Autodesk announced results last night for the quarter ended April 30. While pretty good retrospectively, the company’s outlook was cautious, leading to a sharp decline in the company’s share price morning. The good: total revenue was up 11%, revenue from Asia hit a...

Cimatron reports strong Q1

May 17, 2012 | Hot Topics

Another quick update, since I’m now at the Altair HyperWorks Technology Conference — it’s user event in Detroit. Cimatron reported good results for Q1, with revenue up 11% to just under $10 million. Better, depending on perspective, was that operating profit...

Rand Q3 revenue down y/y, profit too

May 15, 2012 | Hot Topics

A real fast update today — I’m at the Bentley Systems user conference — but this is important, too. Rand Worldwide today announced that revenue in its fiscal third quarter was down 18% from last year to $22.4 million but basically flat sequentially. Tight...

Quickies: CENIT and Stratasys

May 14, 2012 | Hot Topics

Did you think earnings season is over? Nope. Not yet. This week we’ll hear from Rand, Autodesk and Cimatron on their most recent quarters. But first, a bit of catch-up from last week, when I was at Siemens PLM World. CENIT says its start to 2012 was better than...

Hexagon’s Q1 upbeat, trouble in SG&I

May 10, 2012 | Hot Topics

Hexagon AB, the parent company of Intergraph, Leica and other brands, reported results for the March quarter earlier this week. CEO Ola Rollén characterized the group’s overall performance as a good start to the year, but reflecting uneven performance across regions...