MSC 2010: The company revamps

MSC Software has quietly been remaking itself: New owner, new leadership, new public face on its website and in webinars. Over the last few weeks, the wrappers have started to come off, as the company has quietly been releasing the 2010 versions of it major products...

Smaller vendors matter too

We get so caught up in the earnings releases of the major PLM vendors that we forget that other companies in the PLM universe also release information, much of it more closely tied to specific geographies or subsegments. Their results help round out the picture of the...

Solvers and sunscreen

This is the third in a series of articles exploring business metrics and their usefulness in the engineering software space. The last post discussed the fact that the cost for keeping a specific customer may be higher than expected and may even exceed the revenue...

ANSYS Q4 beats but more cautious about 2010

ANSYS reported mixed results today: on the one hand, the company reported Q4 revenue of $150.4 million, handily beating the projected $136 million to $142 million and sweeping it to a 2009 revenue total of $517 million, up 8%. It should be noted that this includes...

Is it all good news?

A couple of people have emailed about yesterday’s posts on Autodesk’s Q4 results, asking if there were any negative aspects to the earnings data released. That’s a fair question since I focused on the bright spots in what really was a dismal year for the engineering...

Autodesk “focusing on things we can control”

Autodesk offered more information during its Q4 earnings call, the most startling of which was that it closed 22 deals over $1 million in Q4 — a staggering 3x the total of the first 9 months added together. A number of these were in AEC and in North America and...

Autodesk Q4: things are looking up

I am fascinated by the varying types of spin put on earnings releases. Autodesk released what are really quite positive year-end results but one media headline read only “Autodesk FY10 revenue down 26%.” True, but not even the tip of the news iceberg and reflecting...

PTC’s swagger is back

PTC held their annual media and analyst day on the day “Snowmaggedon” was supposed to hit the Boston area. It amounted to not much of anything but did keep a few participants and a speaker or two away, and sent several people scurrying by mid-afternoon. Those of us...

Dassault Systèmes: Done with 2009, ambitious for 2020

Dassault Systèmes reported results last week that showed revenue declined in all major products lines and all geographies, with the company’s large installed base providing a nice cushion of recurring revenue that forestalled an even more dramatic decline. DS has put...

Avatech looking up and out

Avatech Solutions yesterday announced results for its second fiscal quarter 2010 (ended December 31, 2009). Like its peers, Avatech saw FQ2 revenue far below last year’s level but on a flattening trajectory – perhaps signaling that the worst of the recession is...

Measuring: How much is that customer costing you?

This is the second in a series of articles exploring business metrics and their usefulness in the engineering software space. In the last post, we covered using overall market data to measure success. This post discusses the cost of acquiring and keeping customers....

Dassault Systèmes Q4: slow recovery

Dassault Systèmes’ earnings call is in an hour, so this is all gleaned from the materials released earlier today. Much more color commentary coming later:For Q4, • total revenue was €339.0 million, down 11% as reported from a year ago, but up 16% from Q3. For the sake...

AspenTech reports some improvement, relists

Aspen Technology today announced results for its second quarter of fiscal 2010. AspenTech is in the midst of a painful transition from a typical perpetual license model, where a large upfront new license payment is followed by much smaller periodic maintenance...

Poor performance leads to management shakeup at SAP

SAP announced over the weekend that CEO Leo Apotheker was resigning, effective immediately, and that Jim Hagemann Snabe, head of product development, and Bill McDermott, in charge of field operations, would assume the roles of co-CEO.The change is perhaps not a...

Measuring: Are you #1 or #2?

This is the second in a series of posts exploring business metrics and their usefulness in the engineering software space. This article focuses on two types of external metrics companies can use to measure their market success: market share and category penetration....

You get what you measure

An interesting tweet came across the Twitter timeline today: “Most important reason to measure – to know what’s working and what’s not“ from @abelniak retweeting @amyblack and it got me thinking. Knowing what’s working and what isn’t is probably the...

Discount pricing: A bad idea

Note, 02 February 2010: Since posting this yesterday, I’ve been informed by Kubotek that these deals were for 2009, and are no longer offered. Check with them for current offerings and pricing. Kubotek also tells me that they an “awesome year end and the best year...

Social media changes some of the rules

In business school we were taught that businesses should engage with prospects in a systematic, organized way, moving them through a standard set of steps to purchase:awareness –> consideration –> preference –> trial –> purchase.The Internet...

PTC blows by targets in FQ1, ups guidance for the year

As previewed last night, PTC announced startlingly strong results for the December quarter, 2009. To recap, total revenue was up 8%, led by a very strong rebound in license revenue. Not surprising, maintenance revenue was down, since it’s driven by license sales in...

PTC reports solid December quarter, license up 48%

PTC just reported results for the fiscal first quarter. Quick points: • Q1 revenue of $258 million, up 8%, driven by license growth of 48% • PLM license revenue was $45 million, up 143% year-over-year • PTC reports a slight year-over-year decline in maintenance and...