Schnitger Corporation

Strategic Discovery — Market Research & Insight

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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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