Schnitger Corporation

Strategic Discovery — Market Research & Insight

Mentor expands CAE offering

Last month, Mentor Graphics announced that it had acquired Flowmaster, a developer of "1D" computational fluid dynamics (CFD) simulation software. Just look at that sentence: Mentor, Flowmaster, 1D, CFD - how does that fit together, let alone in a single sentence? I...

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PTC: 5 markets, higher growth

PTC is hosting an investor day today at which it is describing the new organizational structure that was teased on its recent earning call and explaining how this better reflects changes PTC sees in the marketplace. CEO Jim Heppelmann kicked things off by saying that...

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Trimble growing ahead of expectations

A quick update on Trimble, which reported Q4 and fiscal 2011 on February 2, 2012. The company had expected revenue growth of about 20% for 2011, but wound up acquiring at a rapid clip that lead it to report FY 2011 revenue of $1.64 billion, up about 27% over FY...

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AspenTech continues its reinvention

AspenTech continues its turnaround, with total revenue climbing 34% to nearly $67 million for the second fiscal quarter ended December 31. The transition from paid-up license/maintenance revenue recognition to subscriptions has been rocky with the company not yet near...

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Delcam reports nice surprise

In case you missed it, Delcam also gave a trading update last week. The UK-based maker of CAM solutions said that it saw a “strong finish” to 2011 with “profit before tax to be ahead of current market forecasts of £3.2m (stated before share option charges of £0.1m)....

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AVEVA confident of a successful F12

The earnings news so far has been almost giddy, both retrospectively as PTC and SAP strong December quarters and looking forward as both companies project strong growth for 2012. AVEVA tamped that down a bit today, releasing an Interim Management Statement (no...

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PTC has great FQ1; realigns for future

PTC continues to roll, reporting solid results for its fiscal first quarter ended December 31, 2011 and raising its forecasts for fiscal 2012. For the quarter, PTC reported total revenue of $318 million, up 19% from a year ago, helped by $18.5 million contributions...

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SAP has great 2011, but cloud is tiny

SAP today announced Q4 and full-year 2011 results that confirm its news release on January 13. In a nutshell, total revenue in 2011 was €14.2 billion, up 14%, while software revenue was just under €4 billion, up 22% from a year earlier (helped by the Sybase...

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More acquisitions: Hexagon’s turn

Hexagon today announce that it has acquired MicroSurvey Software Inc., a Canadian developer of software used in the surveying, construction, and for forensic reconstruction. I first became aware of MicroSurvey more than 10 years ago, when I worked on my first Daratech...

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SofTech: sequential increase

Ahh, earning season. Get ready, ‘cause here we go. By all accounts, 2011 wasn’t bad -- global economies were tense, foreign exchange rates were unpredictable, wars continued and natural disasters too, but consumers kept buying because ... that’s what they do. Over the...

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Autodesk & Pitney Bowes partner for AEC

Earlier this week, Autodesk and Pitney Bowes Software announced a strategic alliance to “help infrastructure owners and architecture, engineering and construction (AEC) organizations make more informed decisions and drive greater efficiencies across the plan, design,...

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Now THAT’s customer service

Most of you know that I’m an Apple fangirl. I’ve admired their product design concepts, ease of use and ability to make mundane tasks more fun ever since the first Macs hit the market back in the 1980s. I’ve never had much to do with the company other than at the...

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ADSK supports T-Splines for Rhino/SolidWorks

Just before the year-end, Autodesk announced that it had acquired the technology assets of T-Splines, Inc., patent holder of the T-Splines surface modeling technology. Many people emailed and blogged their fears that this would spell the end of the popular T-Splines...

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SofTech’s reinvention continues

Welcome back! I love how quiet the world gets around the end of each year, with even junk email slowing to a trickle. Then the new year starts, full of bustle and purpose. A lot of news tends to get lost in that transition so I’ll try to get us all caught up over the...

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Quick Update: Autodesk’s T-Splines

Earlier on Thursday, Autodesk announced that it was acquiring some of the assets of T-Splines, Inc., patent holder of the T-Splines surface modeling technology. The news release raised more questions than it answered, and we reached out to Autodesk to see if we...

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Autodesk acquires T-Spline tech

Autodesk’s buying binge is not over yet for 2011, as the company announced early today that it has acquired “certain technology-related assets from T-Splines Inc., a privately-held surface modeling software company ... Terms of the transaction were not disclosed.”...

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ESI reports Q3 revenue up 10%

ESI Group reported today that third quarter 2011 revenue was €17.6 million, up 10% both as reported and in constant currencies on strong demand for its services offerings.  ESI CEO Alain de Rouvray said that the third quarter results “show the offensive and defensive...

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ESI announces Efield acquisition

Last month, ESI Group said that it had opened a 7-year, €30 million credit facility to help fund its acquisition strategy -- and today we learn of the second* deal under the new financing arrangement: the acquisition of Efield, a Swedish supplier of electromagnetic...

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A peek at the new DS North America Campus

Yesterday was the formal unveiling of the new Dassault Systèmes campus in Waltham MA, about 30 minutes from my office. Waltham lies on what used to be known as “America’s Technology Highway” (Route 128) in the 1980s, a ring road about 15 miles outside of Boston....

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