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Strategic Discovery — Market Research & Insight

Graphisoft at 40: Looking forward

What do you do when you’re no longer a teenager in a world that prizes newness and chases the next hot thing? If you’re Graphisoft, you celebrate your 40th birthday while simultaneously showing that you’re just as capable as the new kids in bringing your customers the...

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Siemens DI software revenue up 14%, again led by EDA

Siemens today reported decent results for its fiscal third quarter even with the stresses in component supply chains and the European energy markets. The part we care most about, Digital Industries, reported revenue of €4.9 billion, up 18% (and up 12% in constant...

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Bentley reports solid, “straightforward” Q2

Many signs are positive for AEC companies right now. Public spending on infrastructure is up, there's a renewed interest in oil and gas exploration and extraction, and we seem to have figured out how to do business even with shutdowns and sanctions -- leading AEC...

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Altair revenue up 11% in Q2 on strength in CAE

Altair last night announced results for Q2 2022 -- and exceeded expectations in just about all revenue categories. The details: Total Q2 revenue was $133 million, up 11% as reported and up 16% in constant currencies, or ccSoftware product revenue was $117 million, up...

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ANSYS Q2 beats expectations, raises annual guidance

Ansys last night reported Q2 GAAP revenue of $474 million, up 6% as reported and up 12% in constant currencies (cc) -- and handily ahead of expectations. The details: Within total revenue, Subscription and lease revenue was $135 million, up 4% (up 12% cc)Perpetual...

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AVEVA’s CQ2 revenue down/flat cc but ARR up

AVEVA released one of its quick-and-cryptic investor communications this morning. It said revenue in the June quarter declined at "a mid-single digit rate ... on a constant currency basis" but was "flat on a reported currency basis, supported by the strengthening of...

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Nemetschek invests in 4th startup in 14 months

The Nemetschek Group announced that it has invested in SymTerra, a UK startup working on a construction site communications platform. Nemetschek says SymTerra’s communication platform “allows easy, instant, and intuitive communication across multiple...

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Sandvik lays out CAM ambitions

I am seriously behind on posting earnings writeups but for now, know that most companies reported good results for the March quarter and that our corner of the IT vendor space has little exposure to Russia and Belarus, so won't see a significant revenue decline due to...

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Digital transformation? Let’s talk.

I was at Autodesk’s Accelerate conference in New Orleans earlier this week. Many great speakers talked about how they are adapting to the realities they find themselves in—demanding customers, changing supply chains, squeezed timelines — and, oh, the complexities of...

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