Earnings update, AEC edition — a mixed bag
This earnings season has been incredibly busy and I have fallen far, far behind in summarizing the highlights. To try to catch up a bit, I’ll be grouping these companies by general product category for you, since that’s so much more useful than chronologically by...
Quickies: Uncertain economy drags down March quarter
It’s a busy week for earnings reports from engineering software companies. While I work on longer-form reports, here are a few quotes from my notes. Note that these are not 100% representative of the company’s March quarter reports — in other words,...
AVEVA teases solid performance in FY13
AVEVA today tantalized financial markets with good news that sent its share price up 5%. Turns out that the last half of fiscal 2013 (ended March 31) wasn’t awful. In fact, it was pretty good. The company says it continues to see good demand for its engineering...
Bentley & Siemens tie plant design & automation
Earlier today, at the Hannover Fair, Bentley Systems and Siemens Industry Automation Division announced an extension of their collaboration — this time for the process industries. Last November, the two companies signed a memorandum of understanding to integrate...
Bentley ‘hits stride’ and $550m in revenue
Bentley Systems today gave a glimpse into how the company fared in 2012 and what it thinks 2013 will hold. Bentley is privately held so this disclosure is unusual but, as CEO Greg Bentley told us, his customers prefer a company without drama. It would appear that they...
Box.com tries cloud end-run for the AEC market
I use cloud storage for all of the usual reasons: always-on access makes it easy for me to work wherever I am. I can collect the files relevant to a project in one place, create a backup of important works-in-progress and collaborate with others without emailing large...
Autodesk beats for Q4, disappoints in outlook & gets a new look
Lots of big news from Autodesk in the last 24 hours, including Q4 results, guidance for the new fiscal year, and a branding makeover. Q4 was better than expected on many fronts, but cautious guidance for 2013 caused the share price to drop 5-ish% this morning before...
Many signals positive as HEXA, NEMT and TRMB report
We’ve recently heard from three of the main publicly traded players in infrastructure software and this week we start hearing from some of their main customers. It seems, therefore, like a good time to review what’s being said about the climate for...
