Quickie: On Autodesk subscriptions & perpetuals

Quickie: On Autodesk subscriptions & perpetuals

Sep 4, 2015 | Hot Topics

I’m still working on a longer write-up of Accelerate, Autodesk’s PLM event earlier this week, but need to weigh in on news that I’ve seen a bit mis-characterized: Autodesk yesterday announced that it will no longer offer perpetual/maintenance...
Quickie: On Autodesk subscriptions & perpetuals

Autodesk’s Q2 highlights that change is hard

Aug 31, 2015 | Hot Topics

Autodesk reported results on Thursday that highlight exactly how hard it is to predict the transition from boxes/perpetual to subscriptions/ratable. Given all the moving pieces, the Q2 results weren’t awful but the share was still down nearly 5% in...
Q&A: VARs, AspenTech, Nastran and more

Q&A: VARs, AspenTech, Nastran and more

Jun 9, 2015 | Hot Topics

It’s always fascinating to see what brings people to the Schnitger Corp. website. Some of it makes sense: I write about PLM and you want to know about PLM — boom! Sometimes, though, it’s not so obvious … Do you really want me to write more...
Reaching that one customer in a PLMish landscape

Reaching that one customer in a PLMish landscape

May 27, 2015 | Hot Topics

I’ve attended a lot of engineering software company events over the last 6 weeks or so and find myself wondering: how can these vendors balance serving their long-term core user bases even as their offerings branch out and get more complex? The story gets harder...
Autodesk’s Q1 revenue up 9%; outlook less rosy

Autodesk’s Q1 revenue up 9%; outlook less rosy

May 19, 2015 | Hot Topics

Autodesk just reported Q1 results that are pretty good, but investors are likely to focus on rising costs and a gloomier outlook for the rest of the year. Total revenue in Q1 was $647 million, up 9% as reported and up 13% in constant currencies (cc), just a bit above...
REAL 2015 showcases opportunities in capture, compute & create

REAL 2015 showcases opportunities in capture, compute & create

Mar 3, 2015 | Hot Topics

What do custom-made dresses for Dita Von Teese, military airfield runways, Ebola containment/patient care and museum displays have in common? Thinking … thinking … At as first glance, not much. But all were prominently featured at last week’s REAL 2015, a gathering to...

Autodesk’s FQ4 caps off a great year

Feb 27, 2015 | Hot Topics

Last night, Autodesk reported results for fiscal Q4 and fiscal 2015 (ended January 31) that, well, beat just about all expectations. I need to study the details but: Total revenue was up 13% percent to $665 million in FQ4, versus an analyst consensus of $650 million...
Autodesk’s Q1 revenue up 9%; outlook less rosy

So much news — so little time: ADSK, ANSS, SSYS

Feb 4, 2015 | Hot Topics

Wow – what a day. And it’s not even 9AM! First up, Autodesk says that most new commercial seats of standalone software will be sold via subscription beginning on February 1, 2016. From the company’s perspective, this move creates revenue stability and...
AU 2014: a potent mix of strategy and tactics

AU 2014: a potent mix of strategy and tactics

Dec 17, 2014 | Hot Topics

I’ve been trying to wrap my brain around Autodesk University and am still not sure what my main takeaways are — and it ended almost two weeks ago! On the one hand, it was the most strategic and visionary AU ever, as Autodesk flexes its muscles in both technical and...
Autodesk’s Q1 revenue up 9%; outlook less rosy

Autodesk customers flocking to subs, boost FQ3

Nov 21, 2014 | Hot Topics

Autodesk reported results last night that show its transition to subscriptions is picking up steam. Total revenue was up 11% to $618 million, knocking both its own forecast of around $600 million and the investment analyst consensus out of the park. Delcam, acquired...