Quickies: Nemetschek and Trimble
Earnings are threatening to get too far ahead of me! A quick catch-up on two that you need to know about, Nemetschek and Trimble. Recall that Nemetschek is Europe’s largest AEC software supplier and that Trimble is increasingly important in engineering software, with...
ANSYS’ good Q1 disappoints investors
ANSYS reported results yesterday that were actually quite good, yet the company’s stock price went down 10% for the day and is down another 2% as of the opening of the markets today. CEO Jim Cashman was his usual upbeat self on the earnings call, most analysts seemed...
AspenTech CEO: “A year ahead of plan” in Q3
Aspen Technology's transition from a perpetual sales model to one based on subscriptions continues. For the quarter ended March 31, AspenTech's FQ3, total revenue was $61 million, up increased 17% from $52.6 million a year ago. Subscription and software revenue was...
DS models nature with Gemcom
By now you undoubtedly know that Dassault Systèmes had a very good first quarter 2012, with many aspects of its performance ahead of the objectives it set back in February. That's all well and good, but what I found most interesting about its announcements last week...
Quickies: DDD, Cybernet, ESI, Trimble, oh my
What a day for news! I’ve already blogged about PTC’s March quarter, tweeted a bit about Dassault Systèmes’ interesting announcements (and hope to blog about that tomorrow), but here are a couple of other important things you need to know about: 3D Systems announced...
PTC: Pothole repair underway
PTC today gave more details on its financial performance in the March quarter (its fiscal Q2) and a glimpse into the year ahead. The high points: a positive spin on the revenue miss in FQ1, much more cautious outlook for the rest of the year (but the potential for...
Book review: Bentley Annual Report
Bentley Systems is an unusual company, in that it's privately held yet gives an annual update on how the business is doing. The company held a conference call last month (blogged about here) and recently published its Annual Report which provides a bit more detail...
My dentist does CAD/CAM!
Like many people, I don't particularly like going to the dentist. But I'm lucky: my dentist is excellent and I especially like how he's always been on the leading edge of whatever is new in oral health. My last checkup showed that I had managed to crack a filling,...
MuM 2012: Off to a strong start
Mensch and Maschine Software (MuM) today reported that preliminary Q1 figures indicate that revenue from its continuing operations were up about 17%, but in total were about half of that recorded in Q1, 2011. Sales from the proprietary software segment, M + M Software...
Robots and boilers: automating ETO
Sometimes the universe just whacks you on the head and says "Pay attention!". I was at SolidWorks World back in February, having lunch with a guy who designs robots that paint cars, cabinets, furniture - anything that moves slowly down a conveyor belt, or into and...
COFES 2012: Clouds in the desert
COFES, the Congress on the Future of Engineering Software, takes place in the Arizona desert each April. Usually, the sun is glorious, the birds sing, the rabbits hop and the 300 or so attendees scurry between sessions and meetings, with the occasional pause by a pool...
3D Systems expands into aero, medical
The news just keeps on coming -- clearly, the engineering software space is in the throws of a massive acquisition binge. Today, 3D Systems announced that it has acquired Paramount Industries, a direct manufacturing and product development solutions provider to the...
CENIT & Softech: Mixed pictures
Yesterday was a really busy news day, what with earnings news from AVEVA, CENIT and Softech and the merger of Objet and Stratasys-- not to mention trying to write future posts about COFES, Rulestream and CD-adapco’s user conference --and so a couple of items had to be...
AVEVA’s fiscal 2012: “strong finish”
AVEVA today offered a sneak preview of its performance during the September 2011 - March 2012 portion of their fiscal year. Full results will be announced on May 28. The wording of the announcement makes it a bit difficult to parse, with not-particularly-glowing...
Makers: Objet and Stratasys merge
Last week, 3D Systems acquired My Robot Nation as it continues to broaden its reach to the consumer maker market. Today, Stratasys and Objet further heated up the 3D printing market on news that they would merge their two companies into the Stratasys brand. It’s a...
DDD acquires My Robot Nation
The move to bring ever more technology into the hands of makers picked up a bit more steam yesterday, as 3D Systems Corp. (DDD) announced that it has acquired My Robot Nation, a web platform that enables users to design and manufacture their own toy robots. It’s quite...
Why do companies preannounce?
A couple of readers have emailed and tweeted to ask: Why does a company like PTC rush to announce bad news? After all, they reason, releasing the news now or later doesn’t change the ultimate outcome: PTC’s results are what they are, the stock price probably would...
PTC hits a “substantial pothole”
I go away for a few days, and what happens? PTC starts earnings season off very early with a bit of bad news. It’s nothing fatal, and not even all that remarkable a shortfall but even so, the company’s shares fell as much as 23% on the news. Basically, a large deal in...
MuM’s 2011 shows a VAR in transition
Mensch und Maschine last week gave formal, final results for 2011 that confirmed its earlier disclosure and provides more details -- but the big takeaway is that MuM’s new strategy appears to be working. Over the last 18 months or so, MuM has sold off much of its...
CD-adapco: Bikes, cars and so much more
Did you know that the weight of a bicycle becomes relevant only when the grade of the road you're riding on is 8% or higher? The bike's aerodynamics come into play on flats, uphills and downhills and, it turns out, have a significantly greater impact on a cyclist's...
