AVEVA’s F12 ahead on all counts
It's hard to come up with a single headline. Total revenue: £195.9 million, up 13% and ahead of analysts' forecasts of £192 million. Profit before tax of £62.3 million versus median estimate of £61.5 million. Cash balance of £178.9 million against estimates of £173...
More on Cimatron’s Q1
Cimatron announced results last week while I was at the Altair user conference. I've had a chance to listen to the earnings call replay, and have a bit more to add to last week's quick post: CEO Danny Haran said on the call that "Q1 of 2012 practically shines when...
AVEVA & Hexagon expand offerings
We interrupt the regularly scheduled blog to note two acquisitions this week (so far - it's only Wednesday!). One is decidedly old-school, as AVEVA adds bocad’s structural detailing of steel, glass, wood and more to its portfolio. The other, by Hexagon, is intended to...
Bentley focuses on infrastructure
I spent a few hours last week at Bentley Systems' annual Be Together user conference. Analysts and journalists are typically not at this event but I was invited to moderate a session on the use of standards in the process industries and took advantage of my time in...
CD-adapco users validate, automate to success
In part 1 of my report on the CD-adapco Global User Conference, I wrote about plans for STAR-CCM+, a new iPad app and my adventures in a STAR-CCM+ hands-on session. There were so many excellent user presentations, that I'd like to give a quick recap of what I learned...
Autodesk’s Q1 “Solid, uneven”
Autodesk announced results last night for the quarter ended April 30. While pretty good retrospectively, the company’s outlook was cautious, leading to a sharp decline in the company’s share price morning. The good: total revenue was up 11%, revenue from Asia hit a...
Cimatron reports strong Q1
Another quick update, since I’m now at the Altair HyperWorks Technology Conference -- it’s user event in Detroit. Cimatron reported good results for Q1, with revenue up 11% to just under $10 million. Better, depending on perspective, was that operating profit...
Rand Q3 revenue down y/y, profit too
A real fast update today -- I’m at the Bentley Systems user conference -- but this is important, too. Rand Worldwide today announced that revenue in its fiscal third quarter was down 18% from last year to $22.4 million but basically flat sequentially. Tight cost...
Quickies: CENIT and Stratasys
Did you think earnings season is over? Nope. Not yet. This week we’ll hear from Rand, Autodesk and Cimatron on their most recent quarters. But first, a bit of catch-up from last week, when I was at Siemens PLM World. CENIT says its start to 2012 was better than...
Hexagon’s Q1 upbeat, trouble in SG&I
Hexagon AB, the parent company of Intergraph, Leica and other brands, reported results for the March quarter earlier this week. CEO Ola Rollén characterized the group’s overall performance as a good start to the year, but reflecting uneven performance across regions...