ANSYS Q3: Good but slowing down?
ANSYS reported Q3 results that show continued improvement over 2009, though perhaps dampened as the market awaited the arrival of the 13.0 release of products and as pent-up demand from last year is exhausted. •Total revenue was $139.8 million, up 9% from a year ago...
Earnings: AspenTech, Hexagon, Nemetschek
We’re in the midst of earnings season; keeping up is proving more challenging than usual. Here are a few quick thoughts on recent reports: •Aspen Tech announced results today that show continued momentum from fiscal 2010 (ended in June). For the first quarter, Aspen...
PTC: One size doesn’t fit all
Yesterday the PLM world finally got a look at what PTC has been teasing for months. The good: PTC focused attention on CAD and articulated the problems many users have with traditional tools. The bad: PTC had hyped this launch to such an extent that nothing short of...
Done Deal: Intergraph is now a Hexagon company
Yesterday, while we were busy trying to digest all Dassault Systemes’ earnings and PTC’s Creo announcement, Hexagon quietly closed its acquisition of Intergraph. Back in July, Hexagon announced that it wanted to acquire the US-based seller of plant design and...
PTC, DS, Altair and Hexagon oh my
Lots going on today -- PTC makes its big announcement (and, I think, slipped up a bit on some timing), DS reports that Q3 was really good, Altair acquires SimLab and Hexagon closes on Intergraph. Briefly, before I flit off to the PTC event: •PTC’s been so loudly...
PTC hits a billion
PTC released results on Tuesday that showed that it returned to the billion dollar level in fiscal 2010, returning to a growth trajectory that stalled in 2009. For those keeping track, PTC last reported a billion dollars in revenue for two consecutive years in 1999....
The Advantage of Packs
Autodesk recently announced a number of Subscription Advantage Packs that are designed to make the subscription program more attractive to customers and to quickly get new features out to its most loyal customers. A quick recap: Roughly 40% of Autodesk’s total revenue...
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...
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...
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...
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:...
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...
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...
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...
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...
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...
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...
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:...
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...
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...
