Exa & ESI: Positive signs in CAE
CFD has been hopping lately, with Exa announcing results from its first quarter as a public company, while ESI acquired OpenCFD from SGI and announced its own results for the most recent quarter. Here's a quick overview of the recent activity: Exa's July quarter was...
Quickies: Autodesk Sim, MSC, Siemens
Once again, news is flowing faster than normal human beings can keep up. More on each of these as time permits, but for now: Autodesk finally took the wraps off its Simulation 360 offering, which lets customers run flow, thermal, and stress analysis in the cloud with...
Quickies: AVEVA and Hexagon
It's not even 8AM here on the East Coast of the US, and we've already had a boatload of news to get the week off to a running start. First up, AVEVA announced that it is partnering with Infosys to speed delivery of its AVEVA NET engineering information management...
Quickies: Siemens, Autodesk, SolidWorks & Exa
I spent much of this week with Siemens PLM at their annual analyst meeting. My head is reeling from talk of ships, Mars laboratories, cars, furniture, NX, Teamcenter, Solid Edge, Synchronous Technology and much more. While I figure out how to explain it all to you,...
Trimble keeps moving with partnerships, acquisitions
Last Friday, Trimble Navigation and FARO announced that they signed an OEM and distribution agreement for FARO's 3D laser scanners. Under the agreement, FARO will provide Trimble with a differentiated product based upon the FARO Laser Scanner Focus3D. Trimble will...
Delcam hits a record — again
Delcam last week reported its fifth consecutive half-year of record revenue. For the first half of 2012, revenue was up 15% to £23 millon. If the second half continues the pattern, Delcam should see revenue up 14% to 15% for the year. The details:...
Autodesk grew 4% in FQ2, accelerating to the cloud
First things first, everybody: Breathe. Now do it again. Yes, Autodesk's FQ2 results weren't full of awesome goodness, but they weren't horrible. Like PTC's "pothole" earlier this year, yesterday's announcement serves as a wakeup call. In Autodesk's case, we learned...
AspenTech revenue up 23% in F12
AspenTech, maker of aspenONE for chemical process and plant optimization, yesterday announced that fourth quarter revenue was $64 million, up 22% from a year ago, leading to total revenue for fiscal 2012 of $243 million, up 23% over last year. Mark Fusco, CEO, said...
Hexagon on track to hit €3.5B by 2015
For a company that very few people have heard of, Hexagon is doing quite well. Its engineering-related brands include Leica Geosystems, Intergraph, CADWorx and its customers include process plants operators, EPCs, surveyors, NASA, auto makers and aircraft...
What is an industry analyst, anyway?
Thanks for all of the positive feedback on the schnitgercorp.com site redesign. We really appreciate your comments, emails and tweets. Keep 'em coming so that we can continue to improve. One thing we didn't anticipate was that you might want our new FAQ to be posted...
Quickies: Cimatron and SGI earnings
Last week had a slew of earnings news, some of which was good and some, not so great. We learned a bit more about how Cimatron's revenue stacks up, and heard about SGI's plans for reinvention (again). Read on ... Cimatron's growth driven by GibbsCAM Cimatron announced...
PTC bolsters SLM offering with Servigistics
PTC today announced that it will acquire Servigistics for $220 million in cash to further fill out its offering for the very long services tail of a product's life -- an area where manufacturers are increasingly looking for revenue opportunities. Servigistics was...
Gemcom and GEOVIA, a tale of two brands
During its earnings call last week, Dassault Systèmes (DS) continued to explain its vision of moving beyond “product experience" (engineering and design), to the larger concept of 3DEXPERIENCE, which adds business intelligence and other apps to its offering in order...
ANSYS customers “receptive to LT vision”, boost Q2
ANSYS reported results today that were at worst in line with and often ahead of expectations, causing shareholders to drive the stock price up 12% in early trading. CEO Jim Cashman summed it up this way: "All key metrics of our business were strong, including our...
Quickies: 3D Systems, CENIT, FARO & Stratasys
While you're undoubtedly thinking "beach", earnings news continues to roll. In general, Q2 seems to have been quite strong but there is concern about the rest of the year, with some companies reporting that activity in Europe started to drop off over the last six...
DS’ great Q2 – a step closer to €2 billion
Dassault Systèmes yesterday reported on its second quarter results and raised its guidance for the full year to €2 billion -- quite a milestone. But much of the content of the presentation and conference calls wasn't about last quarter, but about how DS plans to move...
PTC: refreshing candor, good results
At the end of the March earnings call, we were left with a couple of questions about PTC. First, can the company improve its sales methodology -- forecasting through closing -- so that the missed opportunities that bedeviled last quarter don't continue? Second, big...
Nemetschek also sees Europe slowing
Nemetschek's earnings release today did little to calm concerns about a slide in engineering software sales in Europe, as it sees customers dealing with a projected economic slowdown. Second quarter results were good, as revenue rose 6% to €43 million to lift H1 2012...
Quickies: DDD acquires, SAP beats
It's earnings season, so there's all sorts of news coming out. Two quick items to note: 3D Systems announced that has acquired Viztu Technologies, the developer of an online platform that turns pictures and videos into printable 3D objects. DDD plans to integrate...
MuM scales back acquisitions
A quick update: German company Mensch und Maschine Software (MuM) announced today that a "solid Q2" build on the success of a "strong Q1" to lead to a "good first half of fiscal year 2012". Recall that MuM sold its distribution business last year and is now focused on...
