Autodesk beats for Q4, disappoints in outlook & gets a new look
Lots of big news from Autodesk in the last 24 hours, including Q4 results, guidance for the new fiscal year, and a branding makeover. Q4 was better than expected on many fronts, but cautious guidance for 2013 caused the share price to drop 5-ish% this morning before...
DDD Q4 revenue up 45% on printer demand
3D Systems (DDD) today reported record revenue for both Q4 and fiscal 2012, as the hype around rapid prototyping continued to drive demand for its 3D printers and supplies. Q4 revenue was up 45% to $102 million; organic revenue was up 19%. For the year, revenue grew...
CAE competence management: are we ready?
There's an apocryphal story in CAE: A number of years ago, an auto company decided to see how consistently CAE was applied across its organization. Management asked a number of individual analysts to solve the same problem using the same code. Lo and behold, many...
Many signals positive as HEXA, NEMT and TRMB report
We've recently heard from three of the main publicly traded players in infrastructure software and this week we start hearing from some of their main customers. It seems, therefore, like a good time to review what's being said about the climate for software spend on...
Cimatron shares tumble after earnings release
Cimatron is a funny little company whose shares are traded on both the NASDAQ in the US and the Tel Aviv Stock Exchange in Israel. Even so, not one investor asked a question during the earnings call, which meant it was over in minutes -- but also means that we didn't...
Cimatron reports record revenue, says 2013 off to good start
Hope you had a great weekend! This week is off to a good start, as Cimatron announced record revenue for both its fourth quarter and fiscal 2012 -- a combination that led to record profits and cash flow. Even better, says CEO Danny Haran, "[w]e achieved these strong...
Quickies: Rand earnings, PTC debuts Windchill PDM Essentials
While you're out buying flowers and chocolates for your Valentine (you did remember to, didn't you?), others were making news. First off, Rand Worldwide announced results for the quarter ended December 31. Total revenue was down 4% year/year to $21.6 million, even as...
Public infrastructure: what happens if we don’t invest?
Last weekend a huge storm dumped as much as 3 feet of snow on New England. Many municipalities put in place driving bans, which kept people off the roads and sped up snow removal. But when we all hit the roads on Monday, the traffic jams highlighted the huge problems...
Vero acquires SURFCAM
The CAM world grew one company smaller today, as Vero Software announced that it has acquired the SURFCAM assets from Surfware, Inc. According to Surfware, SURFCAM, a CNC programmer for 2, 3, 4, and 5 axis machining, has been installed on over 26,000 systems since the...
Dassault Systèmes’ cautious outlook dampens good Q4
Earnings calls are interesting beasts: on the one hand, company executives have to speak to and perhaps justify the reported results. On the other, they need to spin everything as positively as possible to boost the stock price. Add in investors who may be...