Schnitger Corporation

Strategic Discovery — Market Research & Insight

News bits: 3D, clouds and more

Still trying to catch up from nearly a month of personal and business travel, so here are a few interesting things from my overflowing in-box: Autodesk commissioned a survey of online consumers that showed that the majority prefer to examine potential purchases in 3D...

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AVEVA: Last six months were mixed

AVEVA today offered a brief update on its performance for the first half of its fiscal year, from April 1 to September 30. There were no numbers or real details, but the company did say that its end-markets are still recovering from the global economic meltdown: the...

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Quick catch-up: what you may have missed

Goodness - I go away for a few days, and the PLM world keeps on spinning ;-) Here’s what happened while I was away: Avatech Solutions (now part of Rand) reported revenue of $31.3 million for the fiscal year ended June 30 2010, down from $35.4 million a year ago. A...

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Trip report: Walking with Hadrian

You may have noticed that this space was quiet for the last few weeks.  My husband and I were on vacation (that included some business) in England. We had a wonderful trip but rather than bore you with snapshots, here are the ten things I found most interesting:...

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MSC is revving up

I recently spoke with Dominic Gallello, CEO of MSC Software, and John Janevic, VP Strategic Operations, and came away impressed with their plans for revitalizing MSC and its products.  Mr. Gallello took over just about a year ago and has spent much of that time...

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ESI reports license revenue up 13%

ESI Group today reported results for the first half of 2010 - and they were pretty good, reflecting the general improvement in the end-markets ESI serves. CEO Alain de Rouvray said in a press release, "The first half of the year witnessed a more robust growth, based...

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AspenTech Q4 pretty good but still in transition

Aspen Tech last week (finally) announced results for the fourth quarter and fiscal year ended June 30, 2010. If you recall, AspenTech is in the middle of a painful transition, moving customers from a traditional perpetual license model to subscriptions and taking...

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SG&I to IGS — Intergraph to create new subsidiary

In the blizzard of information that came out of Intergraph’s user group meeting last week was the announcement that the company will create an independent subsidiary to handle Intergraph’s classified business for the US government, Intergraph Government Solutions...

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SGI 1 year later

Schnitger Corp. doesn’t normally cover the financial releases of hardware companies but this one is special: SGI announced financial results on August 31 for its first full year under Rackable’s ownership. (If you recall, Rackable bought SGI and promptly changed the...

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Intergraph CEO to step down

Intergraph is holding its user conference this week in Las Vegas -- rescheduled from May when flooding in Nashville cancelled so many events -- and, by all reports, it’s going well. All Points Blog, from Directions Magazine, is covering the event and reported that...

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News bits

Sorry, guys -- it’s been crazy. There’s a lot going on the in the greater PLM universe and I wish I had time to offer a cogent analysis each happening, but I don’t. Rather than leave you hanging, here are several of the things I found most compelling last week:...

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Rand and Avatech merge in reverse

Surprise! Rand Worldwide and Avatech Solution announced on Tuesday that the companies have been combined in a reverse merger. A reverse merger is often known as a “reverse IPO” because the acquisition of a public company by a private one avoids the costly process of...

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Delcam revenue up 12% so far in 2010

Delcam plc, the UK-based CAM supplier, reported results today that indicate that it saw a strong recovery in demand for its products during the first half of 2010. Total revenue was up 12% to £18.1 million -- a new high in 6-month revenue for Delcam. According to a...

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Autodesk beats expectations – by a lot

Autodesk reported second quarter result that were far better than many had expected, sending the shares up 4% in after-hours trading on Wall Street. The company reported revenue of $473 million for the quarter ended July 31 2010, an increase of 14% over last year and...

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Autodesk Q2: My $.02

A lot has hit the media in the last few days about what exactly Autodesk will report on Thursday, when it makes public its Q2 2011 results. Its share price has gone up and gone down on the “news”, much of which has been correct, but some ... not so much: • Autodesk’s...

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ANSYS reports good Q2, sees volatility ahead

ANSYS reported Q2 results today that met the company’s earlier forecasts but foreshadowed a coming slowdown. Total revenue for Q2 was $137.8 million, up 12.9% from $122.0 million a year ago and up 15% for the year-to-date -- showing the same slowing that was reported...

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Hexagon reports Intergraph deal on track

Hexagon announced earnings results today that show it is progressing nicely in its present business: Q2 revenue was up 16% due to a pick up in the pace of recovery in its NAFTA and EU regions. (An aside: it’s nice to see recognition that the US is not the only market...

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DS beats in Q2, sees slow Q3

Dassault Systèmes reported total revenue of €386 million on an IFRS basis (think GAAP, but in Europe), up 24% from a year ago on strong software revenue growth of 28%. Favorable exchange rates contributed roughly 6% of growth across the board. IBM’s contributions are...

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PTC reports solid Q3, worries about Q4

PTC announced fiscal third quarter results on July 28 that were strong in retrospect but not so hot on futures. FQ3 results were above the revised guidance issued last month: Total revenue was up 7% over last year revenue at $243 million, led by license revenue growth...

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MuM sees recovery continuing

Mensch und Machine, one of Autodesk’s largest resellers in Europe, announced second quarter results today that show a continuing economic recovery -- slowly but surely. Total sales for the second quarter (ended June 30) were €45.6 million, up 23% from a year ago,...

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