Quickies: Uncertain economy drags down March quarter

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,...
Quickies: SolidWorks talks kernels, ANSYS acquires

Quickies: SolidWorks talks kernels, ANSYS acquires

There’s never a dull moment, is there? Kernels and marketing 101 Earlier this week SolidWorks CEO Bertrand Sicot took to the company blog to talk about the future of the core SolidWorks product, add-on offerings and which kernel will be used where. You may...
Quickies: Uncertain economy drags down March quarter

ESI’s FY13 revenue up 16%, minor contribution from OpenCFD

ESI Group reported yesterday that revenue for the 2013 fiscal year (ended January 31) was €109 million, up 16% from last year. This includes a contribution of €343,000 from OpenCFD, acquired in September. Excluding acquisitions, organic revenue growth for the year was...
Quickies: Uncertain economy drags down March quarter

ANSYS revenue up 11% in Q4, looks at 10%-13% in 2013

ANSYS today reported results for Q4 and full-year 2012 that, while good, highlight the slow growth in Q4 of the company’s non-Apache products. Since ANSYS has been such an aggressive aggregator of simulation technologies, it wouldn’t surprise me to see...
Quickies: Uncertain economy drags down March quarter

Quickie: ANSYS reports, too

I knew I had missed one — ANSYS reported, too. Their GAAP revenue of $197 million and non-GAAP revenue of $199.8 million were in the midrange of guidance. Non-GAAP is up 16%, (up 12% excluding currency). In constant currency, the lease business was up 21% to $71...
Quickies: Uncertain economy drags down March quarter

ANSYS customers “receptive to LT vision”, boost Q2

ANSYS reported results today that were at worst in line with and often ahead of expectations, causing shareholders to drive the stock price up 12% in early trading. CEO Jim Cashman summed it up this way: “All key metrics of our business were strong, including...
Quickies: Uncertain economy drags down March quarter

Q1 recap/Q2 preview: What we’ll be looking for

As we prepare ourselves for the onslaught of Q2 earnings reports, it’s helpful to look back at Q1 to see patterns that (perhaps) foreshadow future results and identify areas that were causes for concern last quarter. To help with this analysis, we’ve...

ANSYS snaps up Esterel for mechatronics

Mechatronics, the combination of mechanisms and electronic control systems, is everywhere. In the old days, windows were cranked open. Now you push a button that activates a motor that lowers the window. That motor is an electrical system that likely has a chip in it...

ANSYS’ good Q1 disappoints investors

ANSYS reported results yesterday that were actually quite good, yet the company’s stock price went down 10% for the day and is down another 2% as of the opening of the markets today. CEO Jim Cashman was his usual upbeat self on the earnings call, most analysts seemed...

ANSYS Q4 was solid, also cautious for 2012

ANSYS reported revenue yesterday for the fourth quarter and all of 2011. In a nutshell, Q4 was terrific by pretty much any measure and only in part due to the contribution of the Apache acquisition. Wall Street was less impressed as tax adjustments lowered net income...