Schnitger Corporation

Strategic Discovery — Market Research & Insight

Hexagon rides diversification wave, Q2 up 5%cc

Hexagon, the parent company of Intergraph, Leica, Vero and other brands you know, reported Q2 revenue of €781 million, up 23% as reported (hold on -- the devil is in the details) and a tad ahead of expectations. On an organic, constant currency basis (cc),...

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ANSYS’ Q2 shows steady pace

ANSYS today reported Q2 revenue of $235.5 million, smack in the middle of its prior forecast of  $230 million to $238 million and about $1 million ahead of Wall Street consensus. That's good, and the news sent the share price up about 2%; after the earnings call, it...

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Nemetschek’s Q2 up 34%, boosted by Bluebeam

Earnings season continues to roll, with many IT and industrial companies reporting this week. So far, foreign exchange seems the dominant factor for many: fluctuations can cause companies to miss their targets purely because of the math and it can make goods and...

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PTC’s FQ3 a story of big deal misses and IoT growth

As PTC announced a few weeks ago, fiscal third quarter (FQ3) revenue was $304 million, below the company forecast of $306 million to $311 million. What happened in the quarter to cause revenue to be below expectations? It comes down to two things: PTC’s reliance on...

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Quickie: DS blows by Q2 forecast

Dassault Systèmes reported today that Q2 revenue was €716 million, up 29% as reported (and up 16% in constant currency) year/year. The company had forecast non-IFRS total revenue of around €675 million and just reported non-IFRS Q2 revenue of €723 million. Some of...

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MuM reports H1 up 15%, VAR up 10% or so ex-fx

German reseller and software developer Mensch und Maschine (MuM) releases its earnings shortly before other PLM companies and often signals whether the market is doing well -- if the company's Q2 report is anything to go by, it should be a decent earnings season. MuM...

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DEAL! AVEVA+Schneider, sorta

While you and I were at the beach or in the mountains, the lads and lasses at AVEVA have been busily negotiating a merger with Schneider Electric, one of the suitors that kept cropping up over the last couple of years. It's a very complicated deal --and it make sense...

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AVEVA’s trading update: all going as planned

AVEVA issued another one of its periodic trading updates last week: In a very brief statement, AVEVA said that it hasn't seen any change in the business climate since its May report and that the continued strengthening of the British pound continues to drag down...

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PTC starts earnings with a warning, deals slipping

PTC last week said that its fiscal third quarter (ended June 30) would be a bit light, as it expects to report GAAP revenue of $303 million, short of its own forecasts and analysts consensus of $310 million and down about 10% from a year ago. Not surprising, then,...

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Bentley Systems at 30 — no slowing down

Who are these handsome young men and women? None other than the founders and first employees of Bentley Systems, the AECO company, taken in 1986 in front of what must have been a very sweet ride: Bentley Systems turned 30 last year, a milestone celebrated in the...

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Siemens Automation Summit: Big data is a big goal

I'm in hot hot hot Las Vegas for the 20th annual Siemens Automation Summit and hear it's the best yet. The typical "we're all getting older" grumbling is mixed with quite a bit of "I used to know everyone, but I don't recognize these young folks" and a lot, a LOT, of...

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Q&A: AVEVA AVEVA AVEVA, revenue recognition and more

Once again, we're opening the Google and answering questions that led searchers to the Schnitger Corp. website. It's not clear that there's a theme or even a pattern, but it's certainly an interesting mix of business- and product-related questions. You continue to be...

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HxGN Live: where software, data, sensors meet

Hexagon shepherds to market such diverse offerings as Vero’s CAM software, Intergraph Process, Power and Marine’s SmartPlant, CADWorx and plant-specific simulation solutions, Leica laser scanners and Hexagon Metrology optical probes (for manufacturing tolerance...

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Q&A: VARs, AspenTech, Nastran and more

It's always fascinating to see what brings people to the Schnitger Corp. website. Some of it makes sense: I write about PLM and you want to know about PLM -- boom! Sometimes, though, it's not so obvious ... Do you really want me to write more about Steve MacDonald and...

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AVEVA grows its steel fab offerings, acquires FabTrol

It's not even dawn here in Boston and I'm at the airport, waiting to board a flight to Las Vegas and the Hexagon user conference -- and this comes into the inbox on my phone: AVEVA will acquire FabTrol Systems, Inc. from the Dowco Group of Companies later in June. I'm...

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