Schnitger Corporation

Strategic Discovery — Market Research & Insight

PTC’s FQ1 conference call was a masterpiece

PTC’s fiscal first quarter wasn’t perfect and it wasn’t a disaster — but the company’s handling of its conference call with analysts was truly masterful. As teenagers, we all learned that if we didn’t want to tell our parents something, we needed to direct the...

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PTC paints a mixed picture for FQ1

It wasn't the best possible Q1 but it could have been a lot worse. PTC reported that total revenue was basically flat with last year at $325 million, as it encourages customers to switch to subscriptions and copes with a discouraging manufacturing economy. On a...

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Graphisoft consolidates its hold on Italy

Graphisoft just announced that it has acquired the ArchiCAD distribution unit of Italy's Cigraph, a long-time in-country reseller. The deals led to the opening of the Graphisoft's first Italian office, made up of Cigraph people who will work with the Italian ArchiCAD...

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ANSYS tunes its channel

(I know. Terrible pun. But it's a holiday!) ANSYS announced today that it's launching the ANSYS Elite channel partner program -- in essence, ramping up the certification program for partners who want to move beyond "Standard" and into "Elite". ANSYS says "Elite...

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Shakeup at SolidWorks: Sicot out, Bassi in

Well, this is big (and surprising): Dassault Systèmes just announced that Gian Paolo Bassi has been appointed CEO of SOLIDWORKS, replacing Bertrand Sicot. M. Sicot moves on to become DS' VP Sales of the Value Solutions sales channel, the indirect sales...

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PLM, the Resource Revolution and you (yes, you)

I gave a talk last week over at PI Live, Market Key's online platform for all things PLM. When the Market Key team and I were brainstorming the topic for that session, they asked me to focus on something a bit “bigger picture” than implementation stories or best...

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Happy Holidays!

Our world is a troubled place. I, for one, plan to unplug for a few days, hope for snow (but not too much) and enjoy my family and friends. And perhaps too much Stollen. We'll see. I wish the same for you and look forward to continuing our conversation in the new...

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AU 2014: a potent mix of strategy and tactics

I’ve been trying to wrap my brain around Autodesk University and am still not sure what my main takeaways are — and it ended almost two weeks ago! On the one hand, it was the most strategic and visionary AU ever, as Autodesk flexes its muscles in both technical and...

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ESI’s Q3 stalls, momentum expected in Q4

While the US was busy with turkey day, ESI announced Q3 results that show strength in Europe that did not offset weakness in other parts of the world. License revenue continues to hold steady, though without much growth momentum, while the “refocusing” of the services...

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Appreciating …

Thursday is Thanksgiving in the US, a holiday that celebrates family, friends and good food. It also reminds us to be grateful for all that is in our lives. My list is long, and it includes you -- for reading this blog, emailing your thoughts and challenging me when...

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Autodesk customers flocking to subs, boost FQ3

Autodesk reported results last night that show its transition to subscriptions is picking up steam. Total revenue was up 11% to $618 million, knocking both its own forecast of around $600 million and the investment analyst consensus out of the park. Delcam, acquired...

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