Schnitger Corporation

Strategic Discovery — Market Research & Insight

The 3DX Forum Experience

Dassault Systèmes invited several hundred of its best customers to Orlando last week, to learn about the company's latest efforts to vault out of providing solutions and into delivering experiences. Over two days, we heard from CEO Bernard Charlès, EVP Monica Menghini...

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AVEVA H1 2013 revenue up 15%

Switching gears from the day's activities here in Amsterdam but still staying with the infrastructure/AEC theme, here is a quick update on AVEVA's solid results for the first half of fiscal 2013, with broad-based growth reported in many regions, end-markets and...

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PTC, DS results highlight strategic differences

Earnings news from engineering IT companies has been a mixed bag of late: misses and downgrades of expectations for the remainder of 2012 but also some stronger-than-expected results. Why did each company report as it did and what can we learn about the demand for...

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Siemens PLM + LMS shakes up CAE

Big news! Siemens announced today that it is acquiring LMS International and pairing it with its PLM division. We've got facts, a bit of history and, lastly, my impressions. (In case you can't wait: It's a good thing -- for LMS, Siemens PLM and their customers.)...

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Trimble snaps up Vico for 4D/5D

Trimble Navigation (an ever-greater misnomer) announced on Friday that it has acquired the assets of privately-held Vico Software, Inc.,  a provider of 4D and 5D architectural modeling software and consulting services. Trimble says this acquisition "extends Trimble's...

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Quickie: ANSYS reports, too

I knew I had missed one -- ANSYS reported, too. Their GAAP revenue of $197 million and non-GAAP revenue of $199.8 million were in the midrange of guidance. Non-GAAP is up 16%, (up 12% excluding currency). In constant currency, the lease business was up 21% to $71...

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Quickies: PTC & FARO disappoint, AspenTech upbeat

A huge day in engineering IT earnings, as PTC and FARO explain their miss to investors while AspenTech and Trimble issue earnings reports. A very quick headline on each and then I dash to the airport -- more to come. PTC reported last night that revenue for its fiscal...

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Quickies: Earnings good to tepid so far

We're still recovering from hurricane Sandy here in New England. Schools are open as are most roads, but a lot of people are still without power and assessing damage. It could have been a lot worse, so we're grateful. It's interesting that the New York Stock...

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PLM Innovation abounds

I spent part of last week in Atlanta, at the PLM Innovation Americas conference. I typically go to company-sponsored events, where a single vendor showcases its wares at a user conference, investor or analyst event. PLM Innovation was different -- lots of vendors, a...

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Quick update: DS beats expectations in Q3

Dassault Systèmes announced results today that beat expectations on many fronts. I'm at the PLM Innovation Americas conference so will have to get the conference call replays when I can, but here's a quick update: total revenue was €499.5 million as reported (IFRS),...

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SAP closes Ariba deal, focuses on cloud

SAP announced earlier today that it was raising its full-year revenue target as a result of strong software sales of its own products and with an extra boost from its acquisition of Ariba, which closed on October 1. All executives on the earnings call said that the...

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Ready, Set, Go! MuM revenue, profit up

Hope your seat belt is buckled, because we're off to a fast start with earnings for the quarter that ended September 30. Today we heard from Mensch und Maschine; later in the week SAP, Dassault Systemes, 3D Systems, Cybernet Systems and Hexagon tell us what they've...

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AVEVA unveils E3D to intrigued customers

For months, AVEVA has been blanketing the virtual airwaves with messaging around its new plant design product, dubbed "the future of plant design" or FoPD for short. Many users were at AVEVA World Summit last week in Paris to take back answers to: Would FoPD replace...

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AVEVA’s H1 showed “good progress”

AVEVA today gave a quick update on results for its most recent six-month period: the company made "good progress" in the period ended September 30, 2012. As has been the case recently, the oil and gas vertical drove sales in the company's Engineering & Design...

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Rand: new business area “exhilarating”

A couple of weeks ago, Rand Worldwide reported results for its fiscal fourth quarter and for the year ended June 30, 2012. FQ4 revenue was $22.6 million, down 3% from last year, with net income of $5.3 million. For the year, revenue was $89.4 million, essentially flat...

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MSC’s Digimat opens up use of advanced materials

MSC Software last month announced that it had acquired e-Xstream engineering, most known for its Digimat products for advanced materials simulation. This acquisition follows on the heels of a partnerships between MSC and HBM-nCode for fatigue testing, giving MSC what...

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Siemens on PLM, Mars, shipbuilding and so much more

Get this: we're using Teamcenter to visualize a car, trying to assess the impact of a design change. First, we zoom in on the components that are in a specific area a foot forward of the steering wheel. Then we shift from a location-based view to a system view, as we...

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