Nemetschek’s Q2 strong, slows slightly from Q1

Nemetschek’s Q2 strong, slows slightly from Q1

Nemetschek announced today that Q2 revenue was up 15% on an organic basis and 21% overall to €138 million. That’s very, very good but investors will likely focus on the fact that Q1 growth was 27% as reported (23% cc) and 21% on an organic basis. The details:...
AspenTech acquires IoT and AI companies

AspenTech acquires IoT and AI companies

Artificial intelligence, AI, means many different things, depending on the industry, use case and technological sophistication of the user. AspenTech, which makes chemical process design software as well as solutions that help process plants manage their assets more...
Autodesk invests in actual construction startup

Autodesk invests in actual construction startup

You know that Autodesk invests in tech startups. Did you know that they also invest in makers of actual, physical things? Apparently, they do! Autodesk just announced that it has increased its investment in Factory_OS, a “volumetric modular construction...
Nemetschek’s Q2 strong, slows slightly from Q1

Autodesk’s FQ1 was led by AEC, up 37%

Autodesk last Thursday announced results for its fiscal first quarter. Were they trying to go under the news radar just before the Memorial Day holiday? (Am I really that cynical?) I dunno but the share price fell 9% at one point, and was down 5% before the stock...
Nemetschek’s Q2 strong, slows slightly from Q1

Bentley surpasses $700 million

[Note: I’m traveling and so wrote this based on advance materials provided by Bentley. They are hosting a conference call today and I’ll update, if warranted, when I can listen to the replay. The report I reference is now available for you to download. Go...
Nemetschek’s Q2 strong, slows slightly from Q1

More earnings-apalooza: ANSYS, Trimble and FARO

Sorry – no unifying theme for this afternoon’s earnings announcements from ANSYS, Trimble and FARO. ANSYS is the CAE powerhouse; Trimble makes design, measurement and other software used in the construction, mining, trucking and similar industries. Both...
Nemetschek’s Q2 strong, slows slightly from Q1

Earnings-apalooza, part 2: PTC and AspenTech

This morning started strong, with news from SAP and Dassault Systèmes announcing nice revenue growth, highlighting customer adoption of their newer offerings. I’ll have more on those later, but here’s a quick snapshot fo the highlights. Now we’re...