Schnitger Corporation

Strategic Discovery — Market Research & Insight

Ansys has a solid Q1 but ACV concerns drag down the stock price

ESI turns the corner, back to growth in Q1

Catching up on more earnings announcements. Last week, ESI Group reported Q1 revenue of €55.5 million, up 1% as reported and up 4% in constant currencies. ESI has been reinventing itself and first issued guidance to investors during the last earnings call. Q1 2021...

read more
Ansys has a solid Q1 but ACV concerns drag down the stock price

Hexagon continues to improve; Q1 revenue up 10%

Hexagon reported results last week that were surprisingly good and that --remember that Hexagon doesn't itself issue guidance-- beat analyst consensus. The details: Total revenue in Q1 was €978 million, up 10% as reported and up 11% on an organic, constant currency...

read more
Quickie: Bentley acquires for iTwin offering

Quickie: Bentley acquires for iTwin offering

Bentley just announced that it is acquiring sensemetrics and Vista Data Vision, both of which make software for Internet of Things (IoT) applications targeted at infrastructure use cases. Bentley says the companies will "expand the scope of the Bentley iTwin platform...

read more
Ansys has a solid Q1 but ACV concerns drag down the stock price

DS’s Q1 beat expectations on mainstream strength

Dassault Systèmes reported results for its fiscal first quarter today. There's a lot to unpack, so let's get to the details: Total revenue of €1173 million was up 3% as reported and up 9% in constant currencies (cc), meeting expectations. In general, DS said strong Q1...

read more
Quickie: Bentley acquires for iTwin offering

Quickie: Siemens adds TimeSeries to Mendix

A busy day just got busier: Siemens Digital Industries Software just announced that it will acquire TimeSeries, which helps partners and customers build industry-specific low-code apps on its Mendix platform. According to Siemens, TimeSeries is already a Mendix...

read more
Ansys has a solid Q1 but ACV concerns drag down the stock price

MuM announced a “pleasing start” to 2021

Get ready -- PLMish earnings really crank up this week. We're off to a good start, with MuM announcing last week that sales aren't yet at pre-pandemic levels but were, even so, good. MuM, more formally Mensch und Maschine Software, (MuM) a CAD/CAM specialist company,...

read more