Deal roundup: Extension not reinvention at Bentley, Hexagon, Altair, Nemetschek, and Trimble
Deal roundup: Extension not reinvention at Bentley, Hexagon, Altair, Nemetschek, and Trimble There has been so much earnings news –generally good retrospectively with varying degrees of caution looking ahead– that I’ve lost sight of one of the...
Earnings catch up: Dassault Systèmes reports solid Q4, guides to slow start to 2023
Earnings catch up: Dassault Systèmes reports solid Q4, guides to slow start to 2023 Dassault Systèmes recently reported Q4 2022 revenue of €1,584 million, up 16% as reported and up 10% in constant currencies (cc). Software revenue was €1,429 million, up 15% (up 9%...
Earnings catch up: Siemens reports FQ1, ups DI growth targets
Earnings catch up: Siemens reports FQ1, ups DI growth targets Siemens recently announced upbeat results for its fiscal first quarter — so good, in fact, that the company raised guidance for Digital Industries (DI) and Smart Infrastructure and, as a result, for the...
Nemetschek hits 2022 revenue target — just
Nemetschek hits 2022 revenue target — just Nemetschek announced preliminary results for fiscal 2022 earlier today, indicating that business slowed slightly in Q4. For 2022, the company reported revenue of €802 million, which means Q4 revenue of €203 million...
PTC’s FQ1 was good, but macroeconomic worries loom
PTC’s FQ1 was good, but macroeconomic worries loom PTC announced fiscal Q1 2023 results last night that were better than expected in some areas. Profit was up but not as much as expected, and ARR was bigger than expected even though growth slowed a bit …...
Earnings are a mixed bag so far, with Hexagon and AspenTech reporting, and reports from Microsoft and SAP driving news
Earnings are a mixed bag so far, with Hexagon and AspenTech reporting, and reports from Microsoft and SAP driving news Tech earnings start piling up this week, so before we drown under news from Meta, Apple, Amazon, and others — and PTC and Dassault Systemes in our...
Super quick: Hexagon preannounces because of data breach
Super quick: Hexagon preannounces because of data breach Almost every earnings season, someone asks why companies preannounce, and I reply that it’s usually to make sure no ethics violations can occur. Earnings info is usually considered market-moving so if a...
Sandvik’s Q4 2022 knocked expectations out of the park
Sandvik’s Q4 2022 knocked expectations out of the park Sandvik started the PLMish reporting season with a bang, reporting Q4 2022 results that beat expectations in nearly all instances. (Note that Sandvik doesn’t give exact guidance, so the numbers that were...
