Autodesk’s FQ1 was led by AEC, up 37%

Autodesk’s FQ1 was led by AEC, up 37%

May 31, 2019 | Hot Topics

Autodesk last Thursday announced results for its fiscal first quarter. Were they trying to go under the news radar just before the Memorial Day holiday? (Am I really that cynical?) I dunno but the share price fell 9% at one point, and was down 5% before the stock...
Autodesk’s FQ1 was led by AEC, up 37%

AVEVA’s F19 revenue up 12% on reinvention & execution

May 29, 2019 | Hot Topics

It’s always hard to pick out one factoid from a company’s earnings release, but I think this one says much about how AVEVA is doing: 13 months after swallowing / being swallowed by the larger Schneider Electric Software (SES), the company reported total...
Autodesk’s FQ1 was led by AEC, up 37%

ESI: SaaS before that was even a thing

May 28, 2019 | Hot Topics

ESI just announced results for the first three months of its 2019 financial year and they were, aside from Services, pretty good. Remember that Q1 is usually ESI’s weakest quarter, it’s hard to grow a subscription business, and that the company is...
Totally OT: Walking and the week ahead

Totally OT: Walking and the week ahead

May 28, 2019 | Hot Topics

Welcome back — to me, at least, if you’ve been hard at work the last couple of weeks. I’ve been wandering in England, through old villages, new towns, Garden Cities, woods and fields. I’ve talked to lots of people about all sorts of things,...
Autodesk’s FQ1 was led by AEC, up 37%

ESI’s 2019 is focused on amplifying what works

May 23, 2019 | Hot Topics

You might remember that ESI has a new CEO, Cristel de Rouvray. Since February, Ms. de Rouvray and CFO Olfa Zorgati have been on a listening tour, talking to investors, customers and employees to learn what they think will help drive ESI to new levels of revenue,...
Autodesk’s FQ1 was led by AEC, up 37%

Bentley surpasses $700 million

May 13, 2019 | Hot Topics

[Note: I’m traveling and so wrote this based on advance materials provided by Bentley. They are hosting a conference call today and I’ll update, if warranted, when I can listen to the replay. The report I reference is now available for you to download. Go...
Autodesk’s FQ1 was led by AEC, up 37%

Altair’s Q1 revenue up 13% on software strength

May 10, 2019 | Hot Topics

The good news keeps rolling, as Altair reported Q1 revenue of $128 million, up 13% and around $2 million ahead of expectations. CEO Jim Scapa said that the guidance beat was powered by software product sales — not surprising, given the portfolio buildout and...
Autodesk’s FQ1 was led by AEC, up 37%

ANSYS’ Q1 again tops forecasts. A lot.

May 2, 2019 | Hot Topics

I posted a quick update about ANSYS’s Q1 results right after they were announced yesterday and managed to leave out one important item: an acquisition. So let’s start there and then dive into more earnings detail. ANSYS continues to built out its offering...
Autodesk’s FQ1 was led by AEC, up 37%

More earnings-apalooza: ANSYS, Trimble and FARO

May 1, 2019 | Hot Topics

Sorry – no unifying theme for this afternoon’s earnings announcements from ANSYS, Trimble and FARO. ANSYS is the CAE powerhouse; Trimble makes design, measurement and other software used in the construction, mining, trucking and similar industries. Both...