Autodesk grew 4% in FQ2, accelerating to the cloud
First things first, everybody: Breathe. Now do it again. Yes, Autodesk's FQ2 results weren't full of awesome goodness, but they weren't horrible. Like PTC's "pothole" earlier this year, yesterday's announcement serves as a wakeup call. In Autodesk's case, we learned...
AspenTech revenue up 23% in F12
AspenTech, maker of aspenONE for chemical process and plant optimization, yesterday announced that fourth quarter revenue was $64 million, up 22% from a year ago, leading to total revenue for fiscal 2012 of $243 million, up 23% over last year. Mark Fusco, CEO, said...
Hexagon on track to hit €3.5B by 2015
For a company that very few people have heard of, Hexagon is doing quite well. Its engineering-related brands include Leica Geosystems, Intergraph, CADWorx and its customers include process plants operators, EPCs, surveyors, NASA, auto makers and aircraft...
What is an industry analyst, anyway?
Thanks for all of the positive feedback on the schnitgercorp.com site redesign. We really appreciate your comments, emails and tweets. Keep 'em coming so that we can continue to improve. One thing we didn't anticipate was that you might want our new FAQ to be posted...
Quickies: Cimatron and SGI earnings
Last week had a slew of earnings news, some of which was good and some, not so great. We learned a bit more about how Cimatron's revenue stacks up, and heard about SGI's plans for reinvention (again). Read on ... Cimatron's growth driven by GibbsCAM Cimatron announced...
PTC bolsters SLM offering with Servigistics
PTC today announced that it will acquire Servigistics for $220 million in cash to further fill out its offering for the very long services tail of a product's life -- an area where manufacturers are increasingly looking for revenue opportunities. Servigistics was...
Gemcom and GEOVIA, a tale of two brands
During its earnings call last week, Dassault Systèmes (DS) continued to explain its vision of moving beyond “product experience" (engineering and design), to the larger concept of 3DEXPERIENCE, which adds business intelligence and other apps to its offering in order...
ANSYS customers “receptive to LT vision”, boost Q2
ANSYS reported results today that were at worst in line with and often ahead of expectations, causing shareholders to drive the stock price up 12% in early trading. CEO Jim Cashman summed it up this way: "All key metrics of our business were strong, including our...
Quickies: 3D Systems, CENIT, FARO & Stratasys
While you're undoubtedly thinking "beach", earnings news continues to roll. In general, Q2 seems to have been quite strong but there is concern about the rest of the year, with some companies reporting that activity in Europe started to drop off over the last six...
DS’ great Q2 – a step closer to €2 billion
Dassault Systèmes yesterday reported on its second quarter results and raised its guidance for the full year to €2 billion -- quite a milestone. But much of the content of the presentation and conference calls wasn't about last quarter, but about how DS plans to move...