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Schnitger Corporation

Strategic Discovery — Market Research & Insight

ANSYS Q3: Short-term caution, long-term optimism?

By now, you’ve undoubtedly seen ANSYS’ Q3 results. To quickly recap, revenue was $128.2 million, up 5% from a year ago and at the high end of guidance -- but disappointing nonetheless as organic revenue (without Ansoft) fell 5.5% and total software license revenue...

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WSJ: Jittery Companies Stash Cash

The Wall Street Journal had a great article yesterday on the apparent hoarding of cash by America’s public companies. According to the piece, “in the second quarter, the 500 largest nonfinancial U.S. firms, by total assets, held about $994 billion in cash and short...

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Quick hits: news roundup

We’ve been so focused on the big news of last week (in case you missed it, Dassault Systèmes is buying the DS-focused IBM PLM division of IBM and PTC and DS announced earnings) that a lot of other noteworthy items slipped under the radar. A quick recap: How long...

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DS: Holding steady

Good things come in twos (so far): Dassault Systèmes reported that Q3 performance was as expected, with total revenue of 291.7 million euros and software revenue of 255.6 million euros, both down 8% from a year ago but essentially flat with Q2. Keep in mind that Q3 is...

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PTC: Things are looking up!

The good news: things are looking up enough for PTC to forecast actual growth for next year - not couched in terms of “constant currency” or using non-GAAP measures. Actual growth! The bad news, of course, is that 2009 was a dismal year by many measures. PTC issued a...

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The DS/IBM deal changes the PLM sector

Regardless of whether you like the deal DS struck to buy the IBM PLM business, it does change the dynamics within the PLM sector. From a competitive perspective, DS will now face the same issues of access that PTC and Autodesk face: can their sales reps get in to see...

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Some questions resolved in DS/IBM deal

But some questions remain. First the answers from today’s analyst call. Keep in mind that DS couldn’t answer some of the most pointed questions because IBM PLM is a non-reporting piece of a public company and, as such, DS can’t disclose the unit’s financials. • This...

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Largest deal in DS history: buying part of IBM

In the largest deal in its history, Dassault Systèmes announced that it is acquiring the IBM sales and support operations for DS's PLM application portfolio, including customer contracts and related assets, for approximately $600 million in cash. One stated goal of...

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Earnings preview: good news ahead?

PTC, Dassault Systèmes (DS) and ANSYS report third quarter earnings over the next ten days, so it’s time for a preview. Each company has kept a tight lid on things, so only insiders know what will be reported but we can look to other company’s reports for...

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Three tools to measure Twitter success

Many companies look at hits on a website, clickthroughs from advertising, numbers of “friends” and mentions in blogs (to name just a few) to measure the success of online activities. I’m not sure that these are meaningful, but how can you evaluate success without some...

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