Have a wonderful Thanksgiving!
Wishing you and yours a holiday filled with all the good things.
Quickie: Autodesk’s decent FQ3 doesn’t help, investors unhappy with Q4 outlook
Hot Topics tThe marAutodesk’s Q3 beat expectations (at least by a little in most categories) but less-than-stellar outlook for Q4 caused investors to push the share price down by as much as 4% after the earnings release hit the newswires. Some of the details of...
Quickie: Hexagon adds Volume Graphics to inspection software offering
Hot Topics Hexagon just announced that it will acquire Volume Graphics, maker of the VGSTUDIO suite of industrial computed tomography (CT) software. VGSTUDIO and related products let a quality engineer take the mesh created via a laser scan, touch scan or other...
Quickie: ESI’s Q3 goes to plan
Hot Topics ESI yesterday released Q3 results that show … no real change. The company’s reinvention continues. Revenue in Q3 was €28.6 million, up 2% as reported and down 1% in constant currencies (cc). Software license revenue was up 1% (but down 3% cc) to...
AVEVA’s firing on all cylinders in H1, poised for $1B revenue in F2020
Hot Topics Schneider Electric reported results a couple of weeks ago that caused AVEVA (partly owned by SE) to say that everything was going to plan — optimistic but basically content-free. Last week, AVEVA remedied that by offering a flood of detail about its first...
Altair’s Q3 soft, guidance for Q4 disappoints — but diversification will boost 2020
CAE Altair reported results last week for its fiscal Q3 and, while they weren’t awful, they didn’t do much to reassure investors about the rest of the year. The details and then some thoughts: GAAP revenue for Q3 was $100 million, up 18% and up 17% in constant...
Quickie: Siemens gets into material science with MultiMech
CAE Goodness: Two acquisitions in one week. They have been busy! Siemens just announced that it will acquire MultiMechanics, Inc., maker of the MultiMech suite of material analysis tools. MultiMech uses finite element methods to do microstructural analysis,...
Quickie: Siemens adds Atlas 3D to 3D printing bench
Blog Siemens announced yesterday that it will acquire Atlas 3D, Inc. before then end of November. Atlas 3D makes Sunata, software that helps designers optimize print orientation and support structures for direct metal laser sintering (DMLS) printers via sophisticated...
Quickie: ANSYS beats expectations in Q3
Hot Topics I’m battling the flu/plague/chest infection/dunno so this has to be written between sneezes and coughs. I’ll be more thorough after I’ve listened to the earnings call. ANSYS reported Q3 revenue and earnings ahead of their own forecasts,...
Quickie: Hexagon’s Q3 dragged down by electronics woes
Hexagon Hexagon just reported results for the third quarter — and they’re not awesome: Total revenue was up 1% as reported to €956 million but down 3% in constant currencies/on an organic basis (cco). That’s about 1% slower growth than expected,...
Quickie: ANSYS snaps up Dynardo for PIDO
Blog ANSYS just announced that it is will acquire long-time partner Dynardo, maker of optiSLang, a process integration and design optimization (PIDO) tool. I first became aware of Dynardo years ago, when it presented at a conference about the work it was doing in...
Quickie: DS gets closer to Medidata, reports CQ3 revenue up 11%
Day: October 24, 2019 (This is the last one today, I promise!) Dassault Systèmes just reported Q3 results that have non-IFRS total revenue up 10% to €914 million and software revenue of €798 million, up 11% as reported. The press release mentions some big wins as...
Quickie: AVEVA reports positive momentum in CQ3
AEC Schneider Electric reported Q3 results today, so AVEVA (partly owned by Schneider Electric) also issued a quick statement about its progress in the six months ended September 30. The company said that it “achieved low double-digit” (constant currency)...
Quickie: PTC’s Q4 revenue up 7%
Day: October 24, 2019 This is going to be very quick, because I haven’t had time to listen to the earnings call replay — but I can report that PTC saw total revenue up 7% (up 9% in constant currencies) in its fiscal Q4 to $335 million, beating Wall...
Quickie: PTC acquires Onshape
Day: October 23, 2019 PTC and Onshape just announced that they’re teaming up to, as Onshape founder Jon Hirschtick puts it “broaden the scope of what we deliver to [customers[, and broaden our reach in the market to bring Onshape to more users even...
Quickie: MuM says Q3 revenue up 38%
Hot Topics Mensch and Machine Software just announced Q3 results that show revenue was up 38% on a combination of high organic growth boosted by “strong figures” from SOFiSTiK, in which MuM recently increased its stake. Why does this matter? MuM is...
Bentley adds traffic modeling to Digital Cities offering
Hot Topics Bentley Systems today announced two acquisitions that will extend its Digital Cities offering to traffic modeling, analytics and planning — what digital cities types call mobility. By adding Citilabs and Geospatial Technologies to the company’s...
Altair, more than the sum of its parts
Hot Topics Quick: What do you think of when I say Altair? HyperMesh? OptiStruct? SolidThinking? Datawatch? Tokens/subscriptions/Units? Yeah – me, too. But I learned at Altair’s global Technology Conference last week that it’s much, much more than that. Yes, the...
