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Schnitger Corporation

Strategic Discovery — Market Research & Insight

Exa’s Q1 is back on track

Exa Corporation just announced results for its first quarter of fiscal 2014, which ended April 30, 2013. CEO Steve Remondi said that "revenue for the quarter was at the high end of our guidance, increasing 11%, or 14% on a constant currency basis, from a year ago....

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Earnings update, AEC edition — a mixed bag

This earnings season has been incredibly busy and I have fallen far, far behind in summarizing the highlights. To try to catch up a bit, I’ll be grouping these companies by general product category for you, since that’s so much more useful than chronologically by...

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Earnings update, 3D printer edition — looks good!

This earnings season has been incredibly busy and I have fallen far, far behind in summarizing the highlights. To try to catch up a bit, I'll be grouping these companies by general product category for you, since that's so much more useful than chronologically by...

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Autodesk links PLM and ERP, buys Tinkercad

PLM 360 + NetSuite = Control for SMBs? Last week, Autodesk and NetSuite announced that they had entered into a strategic partnership to link Autodesk PLM 360 and NetSuite ERP, with the aim of offering PLM and ERP to small and medium-sized companies that might have...

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PTC channel doing well, DS/SIMPOE update

It's going to be another busy week, with earnings from Hexagon, Cimatron and Stratasys today and then CENIT, ExOne and Autodesk later in the week. Before we start on those, however, there are a couple of bits of old business to handle, too. If "old" means last week...

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News you can use, 10 May 2013

A quick digest to keep you up to speed on what's happening in our end-markets and the world at large. It's the Economy, Stupid The Harvard Business Review examines how Chinese government subsidies changed the global economic landscape, and ponders what will happen as...

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SIMULIA shines the spotlight on topology optimization

Dassault Systèmes recently announced the acquisition of FE-DESIGN Group, makers of TOSCA for topology optimization. DS' SIMULIA brand had already released a TOSCA-based Abaqus product, Abaqus ATOM, and the relationship between SIMULIA and FE-DESIGN was good, so why...

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Quickies: Adobe drops perpetual, DS buys SIMPOE

It's not even 8AM and there's already lots of news, so let's get right to it. Adobe announced late Monday that it will no longer sell its Creative Suite software and focus instead on its $50/month Creative Cloud and other subscription plans. Scott Morris, senior...

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ANSYS beats some expectations, lowers others

ANSYS is in a no-win situation: reporting the best first-quarter revenue in its history, within its guidance for the first quarter but lower than some financial analysts had expected. Too, like many other tech companies, ANSYS lowered its revenue forecast for the rest...

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Quickies: Uncertain economy drags down March quarter

It's a busy week for earnings reports from engineering software companies. While I work on longer-form reports, here are a few quotes from my notes. Note that these are not 100% representative of the company's March quarter reports -- in other words, the full results...

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ESI falters, costs outpace revenue at year end

ESI yesterday provided more details on its results for the fiscal year ended January 31, 2013. As we posted after the preliminary announcement last month, total revenue was up 16% year/year to €109 million. However, the company's cautious outlook and...

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DS reports OK Q1, adds FE-DESIGN & Archividéo

Dassault Systèmes' earnings announcements are usually a welter of numbers, currencies, products, markets and geographies. Today, DS threw two acquisitions into the mix, too. Grab a cup of coffee and let's see what it all means. DS reports that the March quarter was...

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PTC reports decent FQ2, still tough out there

PTC just reported results for its fiscal second quarter (ended March 31) that show the company performed more or less as it predicted. But the rest of fiscal 2013 (through September) is going to be tough and so PTC moderated its revenue forecast for the next six...

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News you can use, 24 March 2013

Every week, I read dozens of news articles, technical publications, presentations and magazines about the world of engineering, software, manufacturing, infrastructure, business and IT. I tweet the most interesting links but realize that Twitter goes by so fast (and...

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AVEVA teases solid performance in FY13

AVEVA today tantalized financial markets with good news that sent its share price up 5%. Turns out that the last half of fiscal 2013 (ended March 31) wasn't awful. In fact, it was pretty good. The company says it continues to see good demand for its engineering...

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Quickies: Pricing Fusion 360, CENIT reports, COFES

It's been tough to concentrate this week, so we've finally wised up and are sticking to classical music and not news radio. Did you know that there is a big world outside Boston? And that much of it waltzes, minuettes and tangos? Time to get busy. We're starting to...

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Marathons and first responders – no PLM needed

You can't live in the Boston area without being aware of the Marathon. Packs of runners train on the course before the snow is gone, dodging cars and trying to avoid puddles of melted sludge. Streets are closed, snarling traffic and annoying drivers to no end. It's a...

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