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Strategic Discovery — Market Research & Insight

VC funds trickling back into PLM

Comet Solutions back in January announced that it had closed on a $2 million series B round of investment led by Athenian Venture Partners together with Tri-State Growth Capital Fund and Kentucky Co-Investment Partners. The company will use the funds to expand its...

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It costs too much to grow?

Autodesk UK recently announced the results of a survey of “more than 100 senior decision-makers, primarily working for mainstream manufacturing companies in the UK” that highlighted a problem I thought we had long overcome: the impression that design solutions are...

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Mentor Graphics acquires Valor

Taking a page from the PLM playbook, Mentor Graphics announced on March 18 that it had acquired Valor Computerized Systems, extending its reach from design into manufacturability. The net price paid was about $50 million. Valor did not report revenue for the fourth...

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Measuring: You really do get what you measure

This is the last in a series of articles exploring business metrics and their usefulness in the engineering software space. The last few articles in this series have covered metrics that I believe are important in running a business but, of course, in order to analyze...

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ESI Group sales up 7% for 2009

ESI Group reported results yesterday for the year ended January 31 -- and investors like. A lot. ESI’s share price is up over 7% at mid-day trading in Paris. The details: • Total revenue for the year was €75.1 million, up 7.1% as reported or nearly 4% in constant...

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The real impact of the 2009 debacle

I’m updating market models for 2010 and beyond and got to wondering: How long will it take the PLM vendor group to return to 2007, pre-recession, revenue levels? (Comparisons with 2008 are easier but won’t work, since many of the vendors started feeling the slowdown...

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Webinars 103: Is anybody listening?

I’ve been blogging a lot about webinars and for good reason: they are an effective way to get the message out to an interested audience at a very user-friendly cost. But what happens if no one shows up? As so often happens, the conversation started about something...

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MSC 2010: The company revamps

MSC Software has quietly been remaking itself: New owner, new leadership, new public face on its website and in webinars. Over the last few weeks, the wrappers have started to come off, as the company has quietly been releasing the 2010 versions of it major products...

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Smaller vendors matter too

We get so caught up in the earnings releases of the major PLM vendors that we forget that other companies in the PLM universe also release information, much of it more closely tied to specific geographies or subsegments. Their results help round out the picture of the...

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Solvers and sunscreen

This is the third in a series of articles exploring business metrics and their usefulness in the engineering software space. The last post discussed the fact that the cost for keeping a specific customer may be higher than expected and may even exceed the revenue...

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ANSYS Q4 beats but more cautious about 2010

ANSYS reported mixed results today: on the one hand, the company reported Q4 revenue of $150.4 million, handily beating the projected $136 million to $142 million and sweeping it to a 2009 revenue total of $517 million, up 8%. It should be noted that this includes...

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Is it all good news?

A couple of people have emailed about yesterday’s posts on Autodesk’s Q4 results, asking if there were any negative aspects to the earnings data released. That’s a fair question since I focused on the bright spots in what really was a dismal year for the engineering...

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Autodesk “focusing on things we can control”

Autodesk offered more information during its Q4 earnings call, the most startling of which was that it closed 22 deals over $1 million in Q4 -- a staggering 3x the total of the first 9 months added together. A number of these were in AEC and in North America and...

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Autodesk Q4: things are looking up

I am fascinated by the varying types of spin put on earnings releases. Autodesk released what are really quite positive year-end results but one media headline read only “Autodesk FY10 revenue down 26%.” True, but not even the tip of the news iceberg and reflecting...

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PTC’s swagger is back

PTC held their annual media and analyst day on the day “Snowmaggedon” was supposed to hit the Boston area. It amounted to not much of anything but did keep a few participants and a speaker or two away, and sent several people scurrying by mid-afternoon. Those of us...

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Dassault Systèmes: Done with 2009, ambitious for 2020

Dassault Systèmes reported results last week that showed revenue declined in all major products lines and all geographies, with the company’s large installed base providing a nice cushion of recurring revenue that forestalled an even more dramatic decline. DS has put...

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Avatech looking up and out

Avatech Solutions yesterday announced results for its second fiscal quarter 2010 (ended December 31, 2009). Like its peers, Avatech saw FQ2 revenue far below last year’s level but on a flattening trajectory - perhaps signaling that the worst of the recession is over....

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Measuring: How much is that customer costing you?

This is the second in a series of articles exploring business metrics and their usefulness in the engineering software space. In the last post, we covered using overall market data to measure success. This post discusses the cost of acquiring and keeping customers....

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Dassault Systèmes Q4: slow recovery

Dassault Systèmes’ earnings call is in an hour, so this is all gleaned from the materials released earlier today. Much more color commentary coming later:For Q4, • total revenue was €339.0 million, down 11% as reported from a year ago, but up 16% from Q3. For the sake...

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