Quickies: Nemetschek and Trimble

May 4, 2012 | Hot Topics

Earnings are threatening to get too far ahead of me! A quick catch-up on two that you need to know about, Nemetschek and Trimble. Recall that Nemetschek is Europe’s largest AEC software supplier and that Trimble is increasingly important in engineering software, with...

ANSYS’ good Q1 disappoints investors

May 4, 2012 | Hot Topics

ANSYS reported results yesterday that were actually quite good, yet the company’s stock price went down 10% for the day and is down another 2% as of the opening of the markets today. CEO Jim Cashman was his usual upbeat self on the earnings call, most analysts seemed...

AspenTech CEO: “A year ahead of plan” in Q3

May 2, 2012 | Hot Topics

Aspen Technology’s transition from a perpetual sales model to one based on subscriptions continues. For the quarter ended March 31, AspenTech’s FQ3, total revenue was $61 million, up increased 17% from $52.6 million a year ago. Subscription and software...

DS models nature with Gemcom

May 1, 2012 | Hot Topics

By now you undoubtedly know that Dassault Systèmes had a very good first quarter 2012, with many aspects of its performance ahead of the objectives it set back in February. That’s all well and good, but what I found most interesting about its announcements last...

Quickies: DDD, Cybernet, ESI, Trimble, oh my

Apr 26, 2012 | Hot Topics

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...

PTC: Pothole repair underway

Apr 26, 2012 | Hot Topics

PTC today gave more details on its financial performance in the March quarter (its fiscal Q2) and a glimpse into the year ahead. The high points: a positive spin on the revenue miss in FQ1, much more cautious outlook for the rest of the year (but the potential for...

Book review: Bentley Annual Report

Apr 24, 2012 | Hot Topics

Bentley Systems is an unusual company, in that it’s privately held yet gives an annual update on how the business is doing. The company held a conference call last month (blogged about here) and recently published its Annual Report which provides a bit more...

My dentist does CAD/CAM!

Apr 23, 2012 | Hot Topics

Like many people, I don’t particularly like going to the dentist. But I’m lucky: my dentist is excellent and I especially like how he’s always been on the leading edge of whatever is new in oral health. My last checkup showed that I had managed to...

MuM 2012: Off to a strong start

Apr 23, 2012 | Hot Topics

Mensch and Maschine Software (MuM) today reported that preliminary Q1 figures indicate that revenue from its continuing operations were up about 17%, but in total were about half of that recorded in Q1, 2011. Sales from the proprietary software segment, M + M Software...

Robots and boilers: automating ETO

Apr 20, 2012 | Hot Topics

Sometimes the universe just whacks you on the head and says “Pay attention!”. I was at SolidWorks World back in February, having lunch with a guy who designs robots that paint cars, cabinets, furniture – anything that moves slowly down a conveyor...