Schnitger Corporation

Strategic Discovery — Market Research & Insight

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...

read more

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...

read more

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...

read more

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...

read more

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...

read more