AspenTech is getting better
AspenTech yesterday announced results for its fiscal third quarter, and they are not pretty. Getting better, though. Total revenue was $45.6 million, down 36% from a year ago, due primarily to the company’s transition from a traditional perpetual fee/periodic...
ANSYS reports 17% growth in Q1, raises guidance
ANSYS reported Q1 2010 results that it characterized as “over-performance against its outlook”: total revenue of $136 million, with gains in all regions and all categories of business. Perhaps most important, the core business is described as “solid”, and the...
Delcam says business is good!
In reserved, British fashion, Delcam plc today issued a trading update for its business through March 31: Sales were better that management had expected, “with software sales on a global basis and especially within the European market ahead of expectations”....
ESI ready for economic rebound
ESI Group last week gave more details on its financial performance for the year ended January 31. In March, we learned that total revenue for the year was €75.1 million, up 7% as reported or up nearly 4% in constant currencies. Almost all of the net increase came from...
Building the snowball: DS sees Q1 as “defining”
Every so often a CEO says something on an earnings call that’s too good not to repeat. Bernard Charlès, CEO of Dassault Systèmes said on the call held for European analysts (and available online) that software revenue was up only 3% in Q1 because DS still needs to...
Better economy, PLM priority lead to PTC’s growth
Earnings season begins today for the engineering software space (although AVEVA did hint at its results two weeks ago), with PTC announcing March quarter revenue slightly below expectations at $240.6 million, but still up 7% from last year. The company also adjusted...
Silver & gold: Autodesk’s new channel program
Autodesk recently announced a number of changes to its channel partner program, designed to make Autodesk easier to do business with and to give Autodesk’s 1900 VARs a competitive edge in the marketplace. Since Autodesk gets around 85% of revenue from the reseller...
COFES 2010: Mike Payne responds
A few days ago, I posted a few thoughts about this year’s COFES, including my take on a brief presentation given by Mike Payne. Mike graciously responded and below is his email in its entirety. He makes a number of good points: Monica, I had condensed the talk down to...
COFES 2010: Clouds, ashes and the future
COFES is always interesting (I’ve only been twice, so “always” is a relative term). Get 200-300 CAD/CAM/CAE/PDM/PLM people together at a resort in the Arizona desert for 3 days. Set up a few ballroom speeches and a lot of informal discussion sessions in the resort’s...
AVEVA shareholders not impressed
AVEVA today announced that the company made “good progress during a challenging year” as a resilient oil and gas market helped to offset weaker demand in its marine market. The company now expects that “full year results will be marginally ahead of current consensus...