Schnitger Corporation

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Schnitger Corporation

Strategic Discovery — Market Research & Insight

Altair revenue up 17% in Q2 – wow

Q2 was awesome across the CAE landscape. First ANSYS reported solid performance due large deals and sales across its portfolio and now, Altair reports that total revenue was up 17% (17!!! -- we don't see that very often), with software revenue up 22% (even less...

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ANSYS’ strong Q2 highlights portfolio effect

Note: This blog was written before ANSYS updated its prepared remarks, which lowered the number of big deals from 35 to 27 and the size of the largest from $30 million to $16 million. You can read about that here -- but none of the company's revenue, expense or...

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In DS’ Q2, SOLIDWORKS was again the standout

I have been trying to get time to expand on this brief note, but the news is just coming too fast right now. Here is a summary of Dassault Systèmes' (DS) fiscal second quarter results, reported last week. Total revenue of €840 million was up...

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SAP, ANSYS and digital twins (oh my)

I find it fascinating that SAP is pushing so hard on physics-based IoT capabilities, when it could more naturally come at IoT from the perspective of business analytics. Its partnership with ANSYS is another big step in that direction, adding...

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