Quickies: AspenTech, Cimatron, Comet & MuM
Trying to keep up with the news flow isn’t easy this week! Here are a few tidbits that might have escaped your notice: Aspen Tech has acquired SolidSim Engineering GmbH, a provider of solids process modeling software. It's a natural combination, since a lot of process...
Quick recap: Autodesk launches PLM 360
Today Autodesk finally launched its much-touted PLM product, Autodesk PLM 360. I tried to live-tweet (follow me at @monica_schnitge) the event but here’s a quick recap of the high points: Autodesk PLM 360 is available today, at www.autodeskplm360.com. Autodesk PLM 360...
Mentor Graphics hits a billion
Mentor reported that revenue was up 4% $320 million for FQ4 ended January 31, 2011. For the quarter, systems and software revenue was up just 2%, while service and support revenue was up 10% to $100 million. For the year, the company reported revenue of $1,015...
Autodesk: MFG reports record; is AEC back?
Autodesk reported results last week for the fourth quarter and full year ended January 31, 2011 that pretty much blew past expectations and continued the strong trends seen over the last several quarters, albeit with a bit of deceleration in many of the individual...
ANSYS Q4 was solid, also cautious for 2012
ANSYS reported revenue yesterday for the fourth quarter and all of 2011. In a nutshell, Q4 was terrific by pretty much any measure and only in part due to the contribution of the Apache acquisition. Wall Street was less impressed as tax adjustments lowered net income...
10 takeaways from SWW12
SolidWorks World 2012 started off last week with NAO (pronounced “now”) -- an utterly adorable 57 cm (just under 2 feet) tall robot from Aldebaran that that seems almost human -- breakdancing on screen and on the stage. And it only got better from there. I attended...
Nemetschek revenue up 10% in 2011
Nemetschek today announced that preliminary figures show revenue grew 10% in 2011, to €164 million, just below its target of €165 million. License revenue was up 9% (to €81 million) and maintenance revenue was up of 11% to €74 million. Through the first nine months of...
Rand’s product sales up, commissions down
A quick note on Rand Worldwide, which just released results for the quarter ended December 31. Q2 revenue was $23 million, up 4% from a year ago and essentially flat with its fiscal first quarter. For the six months ended December 31, 2011, total revenues were $44...
UPDATE: DS ends strong, cautious about 2012
Dassault Systèmes (DS) reported really good results for its fourth quarter and for fiscal 2011 yet the share price fell, as investors expected a more positive outlook. But let’s close 2011 first, shall we? For Q4: • Total revenue was €512 million, up 11% as reported...
DS ends strong, cautious about 2012
Dassault Systèmes (DS) reported really good results for its fourth quarter and for fiscal 2011 yet the share price fell, as investors expected a more positive outlook. But let’s close 2011 first, shall we? For Q4: • Total revenue was €512 million, up 11% as reported...
Hexagon sets new goals
I’m in San Diego for SolidWorks World, looking out at the harbor and trying to catch up on last week’s news. It’s in the 50s here, cloudy and windy. Wonderful for this New Englander, but cold to the natives who huddle around outdoor propane heaters. It’s likely colder...
Mentor expands CAE offering
Last month, Mentor Graphics announced that it had acquired Flowmaster, a developer of "1D" computational fluid dynamics (CFD) simulation software. Just look at that sentence: Mentor, Flowmaster, 1D, CFD - how does that fit together, let alone in a single sentence? I...
PTC: 5 markets, higher growth
PTC is hosting an investor day today at which it is describing the new organizational structure that was teased on its recent earning call and explaining how this better reflects changes PTC sees in the marketplace. CEO Jim Heppelmann kicked things off by saying that...
Trimble growing ahead of expectations
A quick update on Trimble, which reported Q4 and fiscal 2011 on February 2, 2012. The company had expected revenue growth of about 20% for 2011, but wound up acquiring at a rapid clip that lead it to report FY 2011 revenue of $1.64 billion, up about 27% over FY...
AspenTech continues its reinvention
AspenTech continues its turnaround, with total revenue climbing 34% to nearly $67 million for the second fiscal quarter ended December 31. The transition from paid-up license/maintenance revenue recognition to subscriptions has been rocky with the company not yet near...
Delcam reports nice surprise
In case you missed it, Delcam also gave a trading update last week. The UK-based maker of CAM solutions said that it saw a “strong finish” to 2011 with “profit before tax to be ahead of current market forecasts of £3.2m (stated before share option charges of £0.1m)....
AVEVA confident of a successful F12
The earnings news so far has been almost giddy, both retrospectively as PTC and SAP strong December quarters and looking forward as both companies project strong growth for 2012. AVEVA tamped that down a bit today, releasing an Interim Management Statement (no...
PTC has great FQ1; realigns for future
PTC continues to roll, reporting solid results for its fiscal first quarter ended December 31, 2011 and raising its forecasts for fiscal 2012. For the quarter, PTC reported total revenue of $318 million, up 19% from a year ago, helped by $18.5 million contributions...
SAP has great 2011, but cloud is tiny
SAP today announced Q4 and full-year 2011 results that confirm its news release on January 13. In a nutshell, total revenue in 2011 was €14.2 billion, up 14%, while software revenue was just under €4 billion, up 22% from a year earlier (helped by the Sybase...
More acquisitions: Hexagon’s turn
Hexagon today announce that it has acquired MicroSurvey Software Inc., a Canadian developer of software used in the surveying, construction, and for forensic reconstruction. I first became aware of MicroSurvey more than 10 years ago, when I worked on my first Daratech...
