Bentley surpasses $700 million

Bentley surpasses $700 million

[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...
Bentley surpasses $700 million

Altair’s Q1 revenue up 13% on software strength

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...
Bentley surpasses $700 million

ANSYS’ Q1 again tops forecasts. A lot.

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...
Bentley surpasses $700 million

More earnings-apalooza: ANSYS, Trimble and FARO

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...
Bentley surpasses $700 million

MuM is “completely satisfied” with Q1

— and that’s a good thing for Autodesk, too. Mensch und Maschine said today that it had “a fantastic start to fiscal year 2019”, with revenue up for in proprietary software business, its new SOFiSTiK acquisition and its Autodesk reseller...
Bentley surpasses $700 million

Earnings-apalooza, part 2: PTC and AspenTech

This morning started strong, with news from SAP and Dassault Systèmes announcing nice revenue growth, highlighting customer adoption of their newer offerings. I’ll have more on those later, but here’s a quick snapshot fo the highlights. Now we’re...
Bentley surpasses $700 million

Earnings-apalooza! SAP, DS, PTC, AspenTech today

SAP and DS have already reported, PTC and AspenTech report later this afternoon. More on each when time allows, but so far (at 8:45AM ET), we’ve learned: Dassault Systèmes’ Q1 2019 non-IFRS revenue was up 13% in constant currencies (cc) and up 8% on a cc...
Bentley surpasses $700 million

AVEVA says full steam ahead

AVEVA issued one of its periodic trading updates — they don’t really say much but seem to be required to coincide with parent company Schneider Electric’s earnings releases. Schneider Electric is on a December year-end, quarterly pattern while AVEVA...