Ansys has a solid Q1 but ACV concerns drag down the stock price

Wrapping up 2020 earnings with Ansys, Autodesk, and Bentley

Wrapping up 2020 earnings with Ansys, Autodesk, and Bentley I have been trying to get to writing long-form pieces about how 2020 ended for Ansys, Autodesk, and Bentley ever since the companies reported but it’s been crazybusy. We’re nearing the end of March, which...
Ansys to acquire Analytical Graphics for $700 million

Ansys to acquire Analytical Graphics for $700 million

Ansys to acquire Analytical Graphics for $700 million Ansys just announced that it will acquire Analytical Graphics (AGI), maker of electronics simulation solutions for space applications, for a whopping $700 million, 2/3 of which will be paid in cash and the rest,...
Ansys has a solid Q1 but ACV concerns drag down the stock price

ANSYS Q2 shows big deals CAN be closed during a pandemic

ANSYS Q2 shows big deals CAN be closed during a pandemic Large deals made ANSYS’ Q2 look unusually strong, in what otherwise has been a relatively weak reporting season in our PLMish world. ANSYS CEO Ajay Gopal said the company closed the largest deal in its...
And it’s a wrap: Preventing virtual conference fatigue

And it’s a wrap: Preventing virtual conference fatigue

And it’s a wrap: Preventing virtual conference fatigue At some point, I’ll muster the energy to write about what I learned but right now I’d like to tell you about the experience of sitting through online user events from Altair, ANSYS, AVEVA,...
Ansys has a solid Q1 but ACV concerns drag down the stock price

PTC and Ansys DON’T preannounce

PTC and Ansys DON’T preannounce What a strange time, when it’s notable that companies just go ahead and schedule their earnings releases as per normal, like PTC did today (for April 29), or craft a special letter to investors that ends with the earnings...
Ansys to acquire Analytical Graphics for $700 million

Ansys acquires Lumerical for photonics ICs

Ansys acquires Lumerical for photonics ICs Ansys just announced that it will acquire Lumerical, maker of the DEVICE suite of component-level simulation products for modeling the optical, electrical and thermal effects in the performance of photonic integrated...