Hexagon sets new goals
I’m in San Diego for SolidWorks World, looking out at the harbor and trying to catch up on last week’s news. It’s in the 50s here, cloudy and windy. Wonderful for this New Englander, but cold to the natives who huddle around outdoor propane heaters. It’s likely colder...
Mentor expands CAE offering
Last month, Mentor Graphics announced that it had acquired Flowmaster, a developer of "1D" computational fluid dynamics (CFD) simulation software. Just look at that sentence: Mentor, Flowmaster, 1D, CFD - how does that fit together, let alone in a single sentence? I...
PTC: 5 markets, higher growth
PTC is hosting an investor day today at which it is describing the new organizational structure that was teased on its recent earning call and explaining how this better reflects changes PTC sees in the marketplace. CEO Jim Heppelmann kicked things off by saying that...
Trimble growing ahead of expectations
A quick update on Trimble, which reported Q4 and fiscal 2011 on February 2, 2012. The company had expected revenue growth of about 20% for 2011, but wound up acquiring at a rapid clip that lead it to report FY 2011 revenue of $1.64 billion, up about 27% over FY...
AspenTech continues its reinvention
AspenTech continues its turnaround, with total revenue climbing 34% to nearly $67 million for the second fiscal quarter ended December 31. The transition from paid-up license/maintenance revenue recognition to subscriptions has been rocky with the company not yet near...
Delcam reports nice surprise
In case you missed it, Delcam also gave a trading update last week. The UK-based maker of CAM solutions said that it saw a “strong finish” to 2011 with “profit before tax to be ahead of current market forecasts of £3.2m (stated before share option charges of £0.1m)....
AVEVA confident of a successful F12
The earnings news so far has been almost giddy, both retrospectively as PTC and SAP strong December quarters and looking forward as both companies project strong growth for 2012. AVEVA tamped that down a bit today, releasing an Interim Management Statement (no...
PTC has great FQ1; realigns for future
PTC continues to roll, reporting solid results for its fiscal first quarter ended December 31, 2011 and raising its forecasts for fiscal 2012. For the quarter, PTC reported total revenue of $318 million, up 19% from a year ago, helped by $18.5 million contributions...
SAP has great 2011, but cloud is tiny
SAP today announced Q4 and full-year 2011 results that confirm its news release on January 13. In a nutshell, total revenue in 2011 was €14.2 billion, up 14%, while software revenue was just under €4 billion, up 22% from a year earlier (helped by the Sybase...
More acquisitions: Hexagon’s turn
Hexagon today announce that it has acquired MicroSurvey Software Inc., a Canadian developer of software used in the surveying, construction, and for forensic reconstruction. I first became aware of MicroSurvey more than 10 years ago, when I worked on my first Daratech...