TRMB, AZPN report results; Bentley doesn’t
I’m at Bentley Systems’ Year in Infrastructure event in London, so it seems appropriate to look at recent AECish earnings. You may recall that Bentley said it filed with the US Securities and Exchange Commission for an initial public offering of its...
#SEU15: Invention and drawings
The theme for the latest Solid Edge release, ST8, is “Design Without Boundaries”. I don’t think the team at Siemens could have predicted how wildly appropriate it would be at this year’s Solid Edge University (SEU). SEU is a typical user event: a lot of tactical...
Bluebeam, new product releases lift Nemetschek
Nemetschek continues to rack up impressive growth, reporting that revenue was up 38% in Q3 to €71 million (33% in constant currencies), with the Bluebeam acquisition contributing €11 million. Organic growth, therefore, was 17% (12% to 13% in constant...
Autodesk expands into CPQ with Configure One acquisition
Autodesk just announced that it has acquired Configure One for its Configure, Price, and Quote (CPQ) offering, eponymously named Configure One. [Sorry to use configure 3 times in 1 sentence.] This is a big deal, as configure-to-order becomes more important in...
PTC’s Q4 revenue down, subs & manufacturing economy
Earnings come, whether I'm there to listen or not. PTC just reported fiscal Q4 and 2015 results -- and, at first glance, they're decent given the change to a subscription model. About to hop on a plane but here are the bare facts: Total revenue in Q4 was $313 million,...
AVEVA showcases toys & tech at World Summit
Dubai is hot, both in temperature and in infrastructure buildup. If you followed along last week you saw the view from my hotel window: construction everywhere, towers rising in a no-mans land of scrubby desert. Where the buildings are finished, they’re surrounded by...
Hexagon’s Q3 shows acceleration
Hexagon, the parent company of brands such as Intergraph, Leica and Vero, just announced that total reported revenue was up 14% in Q3 to €742 million; on an organic and constant currency basis, revenue was up 6%. In prepared remarks, CEO Ola Rollén said that Q3 showed...
MuM ups guidance on strong year to date
Germany's Mensch und Maschine (MuM) today announced that the strong growth it had seen through the first 6 months of 2015 continued in Q3, with total revenue for the year-to-date up 16% as reported to €119 million. M+M Software was up a more modest 8% to €30 million,...
Stratasys sees trouble in maker sales
Late yesterday, Stratasys announced that Q3 results would be well below expectations, coming in at around $167 million (versus earlier guidance of $155 million to $190 million), with a GAAP net loss of $155 million to $190 million that's largely due to asset...
DS’ Q3 blew past expectations
Dassault Systèmes just announced Q3 results that nicely exceeded July's guidance of total, non-IFRS revenue of about €665 million; Q3 came in at non-IFRS revenue of €686 million, up 9% in constant currencies. I think that's also a bit above market expectations. DS'...