Quickie: Nemetschek acquires MCS Solutions for building ops

Quickie: Nemetschek acquires MCS Solutions for building ops

Really quickly, since I’m at the Siemens analyst event: Nemetschek just announced that it has acquired MCS Solutions. maker of building management solutions. MCS Solutions currently serves over 1.5 million active users in over 60 countries, across private and...
A quick refresher: cloud vs. subs

A quick refresher: cloud vs. subs

It seems many people are still confusing the buying mechanism and the delivery mechanism for today’s software, so here’s a quick recap: You can buy software in many ways, from a one-time payment for an app to an ongoing subscription, to purchasing a pool...
Autodesk’s FQ2 up by almost all measures

Autodesk’s FQ2 up by almost all measures

Autodesk last night announced results for the fiscal second quarter that surprised almost everyone: revenue of $612 million was up 22% over last year and handily beat analyst forecasts of around $600 million and the company’s estimate of $585 million. Autodesk...
ANSYS says, oops, there weren’t as many of those deals

ANSYS says, oops, there weren’t as many of those deals

ANSYS announced results earlier this week, highlighted by a lot of big deals. In the company’s prepared remarks it said this:   For the second quarter, we had 35 customers with cumulative orders over $1 million, including one customer with cumulative orders...
Autodesk’s FQ2 up by almost all measures

Altair revenue up 17% in Q2 – wow

Q2 was awesome across the CAE landscape. First ANSYS reported solid performance due large deals and sales across its portfolio and now, Altair reports that total revenue was up 17% (17!!! — we don’t see that very often), with software revenue up 22% (even...
Autodesk’s FQ2 up by almost all measures

ANSYS’ strong Q2 highlights portfolio effect

Note: This blog was written before ANSYS updated its prepared remarks, which lowered the number of big deals from 35 to 27 and the size of the largest from $30 million to $16 million. You can read about that here — but none of the company’s revenue,...
Autodesk’s FQ2 up by almost all measures

In DS’ Q2, SOLIDWORKS was again the standout

I have been trying to get time to expand on this brief note, but the news is just coming too fast right now. Here is a summary of Dassault Systèmes’ (DS) fiscal second quarter results, reported last week. Total revenue of €840 million was up 4% as reported and...