CV Shoutout: CAD to the Bone
Last week I mentioned that Computervision (my alma mater, work-wise), also known as CV, used the tagline "Known by the companies we keep". That caused some ex-CVers to reach out -- thank you! It's been great walking down memory lane. There are a surprising number of...
Exa’s Q1 up 7% as reported, up 18% in cc
Exa Corp. just reported that FQ1 revenue was up a strong 7% as reported and up 18% in constant currencies to $14.8 million, right in the middle of the earlier forecast of $14.5 million to $15.1 million and ever so slightly ahead of Wall Street's consensus. More after...
Reaching that one customer in a PLMish landscape
I've attended a lot of engineering software company events over the last 6 weeks or so and find myself wondering: how can these vendors balance serving their long-term core user bases even as their offerings branch out and get more complex? The story gets harder and...
Autodesk’s Q1 revenue up 9%; outlook less rosy
Autodesk just reported Q1 results that are pretty good, but investors are likely to focus on rising costs and a gloomier outlook for the rest of the year. Total revenue in Q1 was $647 million, up 9% as reported and up 13% in constant currencies (cc), just a bit above...
AVEVA F15 meets expectations, not in talks
For those of you who are wondering: AVEVA still hasn't been acquired. In fact, CEO Richard Longdon told CNBC and told that reporter that "there's nothing to say" about a possible acquisition and that AVEVA is not talking with Schneider, GE or Emerson about a...
Calm down; AVEVA not acquired (yet?)
People, breathe. The Financial Times yesterday ran a story about AVEVA, saying that several companies were in the running to acquire it. That led to all sorts of speculation in the media, which sent AVEVA's share price up 10% or so today on the London Stock Exchange....
Getting PLM right: No one answer
I probably get asked this one question more than any other: I think I want/need/could use/maybe should think about PLM but it makes my head hurt. Can you help? Something along those lines, anyway. The problem is, PLM isn't one thing and it isn't the same from...
LiveWorx connects physical & digital; magic happens
PTC's LiveWorx event last week showcased all things Internet of Things (IoT): technology, business processes, benefits/drawbacks, change/resistance, new opportunities and old challenges. There's a lot to process but these are my key takeaways from 2ish days in...
ANSYS’s Q1 in-line, but at low end
ANSYS reported Q1 results today that were in line with expectations, but at the very low end. Total revenue was up 1% as reported and up 8% in constant currencies -- again reflecting the tough climate created by shifting exchange rates. I'm off to PTC's Liveworx so...
Hexagon posts tepid Q1
A very quick update on Hexagon before I rush back to all things Internet of Things at PTC's Liveworx event: Total revenue was up 19% as reported to €705 million in Q1. In constant currencies (cc), and removing acquired revenue but adding back in sold revenue, total...