AU 2015 – something for everyone, even Star Wars fans

AU 2015 – something for everyone, even Star Wars fans

By any measure, Autodesk University is big. 800+ sessions. 10,000 attendees in Las Vegas and a lot more watching the web-streamed sessions from home, during and after the event. The Venetian and Palazzo complex filled to overflowing with design techies of all sorts,...
ESI Q3 revenue up 10%, secures new credit line for acquisitions

Exa’s Q3 up 6% as reported on strong US performance

CFD company Exa reported results today that show how well recent investments in R&D are paying off: The company had solid, 16% constant currency (cc) growth in license revenue that lead to overall 14% cc revenue growth. The details: Total revenue for Q3 was $17...
AU 2015 pregame: what I want to know

AU 2015 pregame: what I want to know

It’s the week after Thanksgiving so it must be time for Autodesk University, the almost-week-long festival of all things Autodesk with a lot of maker thrown in. This year is special, in that a lot of things are changing for Autodesk’s business and for the...

Siemens acquires Polarion, gets further into ALM

Siemens just announced that its PLM unit is acquiring Polarion, makers of the eponymous Polarion ALM, Polarion QA and other solutions in a browser-based platform used by at makers of the myriad products that include software. Syncing software versions with...
Happy Thanksgiving!

Happy Thanksgiving!

It’s a crazy time here in the US. Tomorrow, we celebrate the fact that immigrants came to North America and survived, yet our politicians are talking about not admitting new immigrants (and never mind all of the fallacies in the original Thanksgiving...
ESI Q3 revenue up 10%, secures new credit line for acquisitions

Autodesk and ZWSoft settle IP suit

Autodesk and ZWSoft, maker of ZWCAD, just announced that they have settled their dispute over who improperly used what intellectual property (IP). According to Autodesk, ZWSoft “discovered that an employee had … improperly used AutoCAD intellectual...
ESI Q3 revenue up 10%, secures new credit line for acquisitions

AVEVA H1 results show possible bounceback

AVEVA announced results for the first half of its fiscal 2015/2016 fiscal year that aren’t nearly as bad as some had suggested, given the company’s weighting towards upstream oil and gas. Lots more after I have a chance to listen to the earnings call...
#YII2015 serves up clouds, photos, the IoT and more

#YII2015 serves up clouds, photos, the IoT and more

Bentley’s Year in Infrastructure (YII) conference is BIG by just about every measure. It’s 800ish people, drawn together to discuss the most complex infrastructure engineering challenges in the world. The venue is big, covering nearly 1/2 mile,...
ESI Q3 revenue up 10%, secures new credit line for acquisitions

ANSYS Q3 near top of guidance; sees 9% growth in 2016

ANSYS just announced that GAAP-basis revenue in Q3 was $238 million, up 2% as reported and up 9% in constant currencies — and near the top end of its earlier guidance. Software license revenue was $140 million, flat year/year as reported, while...
ESI Q3 revenue up 10%, secures new credit line for acquisitions

FARO revenue down, CEO departing

It’s been a tough couple of weeks for reality computing companies, as first Stratasys announced a marked slowdown in demand for its MakerBot prosumer offerings, then 3D Systems CEO Avi Reichenthal left under what sound like contentious circumstances...
ESI Q3 revenue up 10%, secures new credit line for acquisitions

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

#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...
ESI Q3 revenue up 10%, secures new credit line for acquisitions

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...
ESI Q3 revenue up 10%, secures new credit line for acquisitions

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...
ESI Q3 revenue up 10%, secures new credit line for acquisitions

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...
AVEVA showcases toys & tech at World Summit

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...
ESI Q3 revenue up 10%, secures new credit line for acquisitions

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...
ESI Q3 revenue up 10%, secures new credit line for acquisitions

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...
ESI Q3 revenue up 10%, secures new credit line for acquisitions

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...