Schnitger Corporation

Strategic Discovery — Market Research & Insight

SAP pre-announces, still sees growth for 2020

SAP pre-announces, still sees growth for 2020

SAP became the latest company in our PLMish universe to pre-announce results for the quarter ended March 31, and offer some glimpses into how other companies may have fared -- and to what the rest of 2020 may hold. You can read the full announcement here; these are...

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SAP pre-announces, still sees growth for 2020

PTC and Ansys DON’T preannounce

What a strange time, when it's notable that companies just go ahead and schedule their earnings releases as per normal, like PTC did today (for April 29), or craft a special letter to investors that ends with the earnings date, as Ansys just did. PTC's news said...

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How you can help: support businesses that make PPEs

How you can help: support businesses that make PPEs

You don't come here for politics, so we'll leave all that aside, and point out that many businesses that are working to make personal protective equipment (PPEs), often without knowing if or how they'll be paid. I found this article in the Boston Globe, which...

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SAP pre-announces, still sees growth for 2020

DS announced Q1 will be 2.5-5% below guidance

And so it starts (continues, depending on your perspective); After the stock market in Paris closed, Dassault Systèmes announced that it expects Q1 revenue to be 2.5% to 5% below the low end of its previous guidance, which was for 20% revenue growth. Not all of that...

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SAP pre-announces, still sees growth for 2020

At least in AEC, 2020 looks … OK

European companies report preliminary results for a financial year in February and then follow up with a final report at the end of March. Nemetschek and RIB Software reported on schedule (see the reports here and here, respectively) --and 2019 was a very, very good...

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How you can help: print PPEs with Carl Bass

How you can help: print PPEs with Carl Bass

I'll add this to the master list in a moment, but don't want this to get lost (and I haven't figured out how to make that post stay on top, and and and): Ray Kurland emailed me to say that Carl Bass (former CEO of Autodesk and maker extraordinaire) is printing...

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