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...
Quickies: Nemetschek and Trimble
Earnings are threatening to get too far ahead of me! A quick catch-up on two that you need to know about, Nemetschek and Trimble. Recall that Nemetschek is Europe’s largest AEC software supplier and that Trimble is increasingly important in engineering software, with...
ANSYS’ good Q1 disappoints investors
ANSYS reported results yesterday that were actually quite good, yet the company’s stock price went down 10% for the day and is down another 2% as of the opening of the markets today. CEO Jim Cashman was his usual upbeat self on the earnings call, most analysts seemed...
AspenTech CEO: “A year ahead of plan” in Q3
Aspen Technology's transition from a perpetual sales model to one based on subscriptions continues. For the quarter ended March 31, AspenTech's FQ3, total revenue was $61 million, up increased 17% from $52.6 million a year ago. Subscription and software revenue was...
DS models nature with Gemcom
By now you undoubtedly know that Dassault Systèmes had a very good first quarter 2012, with many aspects of its performance ahead of the objectives it set back in February. That's all well and good, but what I found most interesting about its announcements last week...
Quickies: DDD, Cybernet, ESI, Trimble, oh my
What a day for news! I’ve already blogged about PTC’s March quarter, tweeted a bit about Dassault Systèmes’ interesting announcements (and hope to blog about that tomorrow), but here are a couple of other important things you need to know about: 3D Systems announced...
PTC: Pothole repair underway
PTC today gave more details on its financial performance in the March quarter (its fiscal Q2) and a glimpse into the year ahead. The high points: a positive spin on the revenue miss in FQ1, much more cautious outlook for the rest of the year (but the potential for...
Book review: Bentley Annual Report
Bentley Systems is an unusual company, in that it's privately held yet gives an annual update on how the business is doing. The company held a conference call last month (blogged about here) and recently published its Annual Report which provides a bit more detail...
My dentist does CAD/CAM!
Like many people, I don't particularly like going to the dentist. But I'm lucky: my dentist is excellent and I especially like how he's always been on the leading edge of whatever is new in oral health. My last checkup showed that I had managed to crack a filling,...