ANSYS: Growth amid global turmoil
ANSYS this morning announced that first quarter revenue was up 16% over last year and “was spread across all major geographic regions and among a broad array of industries”. On a GAAP basis, net income and diluted earnings per share increased 31% and 29%, respectively...
AspenTech on track for 2011
Good earnings news continues to roll out in the world of engineering software. Yesterday, Aspen Technology announced fiscal third quarter results that show continued acceptance of the new license model for its aspenONE product suite even as the global economic...
M+M Q1 on target, too
Mensch und Maschine Software (M+M) announced Q1 results today that show that its diversification strategy is working: building up a VAR channel and focusing on the “value add” component is paying off. First quarter revenue was up 14% to €59 million, as all parts of...
Nemetschek’s Q1 on target
Nemetschek AG reported today that revenue grew 10% in the March quarter to €39 million, aided by a 15% increase in maintenance revenue (to €18 million). License revenue grew 7% to €19 million. Said CEO Ernst Homolka, “The new fiscal year has started well. The...
News bits: SAP and ESI
Earnings season is in full spate, which makes it hard to keep up with all of the news coming out of the vendor community. Here are a couple you may have missed: SAP AG SAP confounded investors on Thursday with results that were below expectations for the first...
PTC surprised by CAD growth
As noted yesterday, PTC reported reported second fiscal quarter revenue of $269 million, up 23% from a year ago, driven in large part by growth in the enterprise CAD business. Net income more than doubled from last year’s Q2, at $19 million or $0.16 per share. There's...
PTC FQ2 first view: desktop drove growth
PTC reported results today after the market closed -- yes, that’s two in one day -- and will hold its analyst conference call tomorrow. A quick read of the press release and supplemental material shows that reported revenue of $269 million (up 12%) and non-GAAP EPS of...
DS Q1 first view: SMB growth, acquisitions
Dassault Systèmes today reported results for the first quarter that show that the momentum established towards in 2010 continued into 2011. Total revenue in Q1 was €410 million, up 31% as reported and up 29% excluding currency. New license revenue was up 30%,...
COFES 2011: desert, ideas and horses
For those who have never attended, COFES is hard to describe. It’s a mix of conference sessions, facilitated discussions and informal chats that disrupt those poor folks who came to a resort in the Arizona desert for sun and swimming pools. It’s not about product...
Autodesk’s channel in the suite spot
Autodesk last week invited media and industry analysts to HQ to learn about updates to its channel programs and to hear from partners how last year’s revamp has gone. The changes are both subtle and significant, touching on the offering itself, how Autodesk will...
AVEVA says all’s still ok
AVEVA released one of its cryptic interim statements today, in which it said that fiscal 2011 was “in line with expectations” and that all was “consistent with trends” discussed in an (equally cryptic) January 2011 statement. I shouldn’t pick on AVEVA; this...
Channels, plants and innovation
I am on quite the road trip —won't be back in the office for a few more days— and my head is spinning from all I've learned. The next few posts will be my attempt to recap and set it all into context for those of you not at the Autodesk Channel Summit, COFES and...
PTC embeds MKS
Last week PTC announced its intention to acquire MKS, Inc. of Waterloo, Ontario, a supplier of tools to manage the lifecycle of embedded mechatronics software, for CDN$26.20/share or CDN$292.5 million in total (about $304 million at current exchange rates). PTC will...
Bentley engineers the wind
Last month Bentley Systems announced the acquisition of the SACS business from Engineering Dynamics, and most people said, who? There wasn’t time then to answer the question, but today we can catch up a bit. Engineering Dynamics, Inc. was founded in 1973 by three...
Autodesk simulating forward
I had the chance recently to talk with Autodesk about its plans for CFdesign, the evolution of Autodesk’s simulation portfolio and how the Blue RIdge Numerics team adds significant gravitas and expertise to drive the whole forward. Scott Reese, Sr. Director of the...
CENIT: DS, PLM drove 2010 success
CENIT AG today gave further details about its performance in 2010 and a hint of where it sees 2011 going, now that we’re 1/4 of the way into the year. The main facts from the February announcement (summarized here) are essentially unchanged, although audited revenue...
Nemetschek optimistic, raises dividend
The good news keeps pouring in: Today Nemetschek reported its final figures for 2010 and tweaked its guidance for 2011. Back in February, the company had forecast a 10% organic growth rate for 2011, which the company today said it will achieve by “driv[ing] forward...
Delcam bounces back
Delcam plc announced back in early January that its fourth quarter was a “buoyant” end to a good year -- yesterday, we found out just how good: For the year ended December 31, 2010 Delcam achieved record sales (£36.6 million, or about $59 million, up 17% over 2009)...
Autodesk: “We’re no longer a CAD company”
Autodesk has had a very busy week. On Monday the company launched its 2012 line of products, concentrating on small, bigger and biggest bundles targeted at specific user functions. Today, the company’s Manufacturing group held a webinar to present this segment of...
MuM sees significant improvement in profit
Mensch und Maschine Software (MuM) today provided final, audited financial data for 2010 and updated guidance for 2011 and 2012. Nothing much changed in the data for 2010 (blog post on preliminary results), but the company’s share price is up almost 10% on the news,...
