M+M Q1 on target, too

May 2, 2011 | Hot Topics

Mensch und Maschine Software (M+M) announced Q1 results today that show that its diversification strategy is working: building up a VAR channel and focusing on the “value add” component is paying off. First quarter revenue was up 14% to €59 million, as all parts of...

Nemetschek’s Q1 on target

Apr 29, 2011 | Hot Topics

Nemetschek AG reported today that revenue grew 10% in the March quarter to €39 million, aided by a 15% increase in maintenance revenue (to €18 million). License revenue grew 7% to €19 million. Said CEO Ernst Homolka, “The new fiscal year has started well. The...

News bits: SAP and ESI

Apr 28, 2011 | Hot Topics

Earnings season is in full spate, which makes it hard to keep up with all of the news coming out of the vendor community.  Here are a couple you may have missed: SAP AG SAP confounded investors on Thursday with results that were below expectations for the first...

PTC surprised by CAD growth

Apr 28, 2011 | Hot Topics

As noted yesterday, PTC reported reported second fiscal quarter revenue of $269 million, up 23% from a year ago, driven in large part by growth in the enterprise CAD business. Net income more than doubled from last year’s Q2, at $19 million or $0.16 per...

PTC FQ2 first view: desktop drove growth

Apr 27, 2011 | Hot Topics

PTC reported results today after the market closed — yes, that’s two in one day — and will hold its analyst conference call tomorrow. A quick read of the press release and supplemental material shows that reported revenue of $269 million (up 12%) and...

DS Q1 first view: SMB growth, acquisitions

Apr 27, 2011 | Hot Topics

Dassault Systèmes today reported results for the first quarter that show that the momentum established towards in 2010 continued into 2011. Total revenue in Q1 was €410 million, up 31% as reported and up 29% excluding currency. New license revenue was up 30%,...

COFES 2011: desert, ideas and horses

Apr 25, 2011 | Hot Topics

For those who have never attended, COFES is hard to describe. It’s a mix of conference sessions, facilitated discussions and informal chats that disrupt those poor folks who came to a resort in the Arizona desert for sun and swimming pools. It’s not about product...

Autodesk’s channel in the suite spot

Apr 19, 2011 | Hot Topics

Autodesk last week invited media and industry analysts to HQ to learn about updates to its channel programs and to hear from partners how last year’s revamp has gone. The changes are both subtle and significant, touching on the offering itself, how Autodesk will...

AVEVA says all’s still ok

Apr 19, 2011 | Hot Topics

AVEVA released one of its cryptic interim statements today, in which it said that fiscal 2011 was “in line with expectations” and that all was “consistent with trends” discussed in an (equally cryptic) January 2011 statement. I shouldn’t pick on AVEVA; this...

Channels, plants and innovation

Apr 19, 2011 | Hot Topics

I am on quite the road trip —won’t be back in the office for a few more days— and my head is spinning from all I’ve learned. The next few posts will be my attempt to recap and set it all into context for those of you not at the Autodesk Channel Summit,...