Schnitger Corporation

Strategic Discovery — Market Research & Insight

AU 2014: a potent mix of strategy and tactics

I’ve been trying to wrap my brain around Autodesk University and am still not sure what my main takeaways are — and it ended almost two weeks ago! On the one hand, it was the most strategic and visionary AU ever, as Autodesk flexes its muscles in both technical and...

read more

ESI’s Q3 stalls, momentum expected in Q4

While the US was busy with turkey day, ESI announced Q3 results that show strength in Europe that did not offset weakness in other parts of the world. License revenue continues to hold steady, though without much growth momentum, while the “refocusing” of the services...

read more

Appreciating …

Thursday is Thanksgiving in the US, a holiday that celebrates family, friends and good food. It also reminds us to be grateful for all that is in our lives. My list is long, and it includes you -- for reading this blog, emailing your thoughts and challenging me when...

read more

Autodesk customers flocking to subs, boost FQ3

Autodesk reported results last night that show its transition to subscriptions is picking up steam. Total revenue was up 11% to $618 million, knocking both its own forecast of around $600 million and the investment analyst consensus out of the park. Delcam, acquired...

read more