Schnitger Corporation

Strategic Discovery — Market Research & Insight

ANSYS Q1 was a combo of platforms & headwinds

ANSYS just reported financial results for the first quarter of 2016. It wasn't a bad quarter, overall, but it certainly wasn't one that beat expectations. Tough comparable, the continued slowdown in the semiconductor industry, new sales heads that are yet to be...

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MuM had “best Q1 in company’s history”

Now, that's a headline. We're all worrying about how the switch to subscriptions across the software universe affects the software creators and their reseller partners, and how many will be unable to manage the cash flow implications of the change -- and here's one...

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PTC surprised by subs, DS continues to roll

It's a big day in PLMish earnings, as PTC reported last night and Dassault Systèmes this morning. We'll get to details in other posts but here are the highlights: PTC continues to struggle with the mix of traditional and subscription licensing, causing revenue to come...

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