Hot Topics | Schnitger Corporation

Autodesk Q2 revenue down, AEC investments pay off

Aug 23, 2013 | Hot Topics

So this is interesting: I’m watching Autodesk’s share price the morning after the company announced relatively dismal results for its second quarter — and the price is climbing. Last night, after the market closed and Autodesk released its earnings...

Quickie: CROSS makes offer for rest of TRIPLAN shares

Aug 15, 2013 | Hot Topics

TRIPLAN is one of many companies in our PLMish universe and it often gets lost in the deluge of news. Since there’s interesting stuff happening, let’s look a bit more closely, shall we? You may be more familiar with TRIPLAN’s ITandFactory brand, the...

CAM Earnings: Manufacturing the future

Aug 14, 2013 | Hot Topics

While some of us are on a beach, sipping drinks with little umbrellas, others are busily telling Wall Street (or London City) what’s going on in their businesses. Today, we’ll take a quick look at recent earnings from CAM vendors Cimatron and Delcam....

ANSYS Q2 revenue up 10%, sees some volatility

Aug 1, 2013 | Hot Topics

ANSYS struggled in Q1 and, apparently, at the start of Q2 but seems to have ended the quarter with a bang. CEO Jim Cashman told investors that Q2 saw strong contributions from all parts of the business, across all product areas and from software license, maintenance...

DS’ Q2 ahead on some metrics, not on others

Jul 30, 2013 | Hot Topics

Dassault Systèmes’ earnings announcements keep getting more complex, mixing lots of different revenue metrics, acquisitions, currency and abstruse international accounting. FQ2 2013 was no exception. Let’s see what we can figure out. The most obvious point from...

PTC: FQ3 challenging with pockets of strength

Jul 24, 2013 | Hot Topics

Earlier this evening, PTC reported fiscal third quarter (ended June 30) results that were at the bottom end of expectations — but the headline is that the company sees a tough economic outlook and decided to lower its Q4 forecast. Again. CEO Jim Heppelmann said...

Quickies: PTC acquires, DS closes, Hexagon sells

Jul 23, 2013 | Hot Topics

There’s a lot of acquisition news coming out of the PLMish universe, so let’s catch up a bit while we wait for earnings to really heat up later this week. PTC last week announced that it acquired Enigma, a company whose products aggregate and deliver...

MuM says slow Q2, but demand picking up

Jul 22, 2013 | Hot Topics

A few weeks ago, AVEVA teased that it had seen “good” conditions in the market for its engineering and enterprise solutions, but without giving any numbers. European company Mensch und Maschine (MuM) today painted a slightly different picture,...

Autodesk Fusion 360 – it’s here!

Jul 17, 2013 | Hot Topics

A couple of weeks ago, Autodesk formally released Fusion 360, the not-at-all secret CAD product the company has worked on for the last couple of years. If you remember, the company showed off a pre-Beta version of the product at a Design Slam contest at AU about 6...

AVEVA kicks off earnings in high style

Jul 10, 2013 | Hot Topics

AVEVA announced yesterday that the June quarter was a “good start” to its fiscal 2014; happy investors sent its share price up 14% for the day. These interim announcements don’t include many actual numbers, so AVEVA uses qualifiers to describe...