AVEVA’s FY16 was OK, despite end-market turmoil
Most of the questions I am asked these days revolve around three things: the cloud, licensing models and how does the situation in end-market X affect vendor Y. Lately, X = oil and Y = AVEVA because of the massive uncertainty in the oil and gas world due to...
AVEVA’s shares up 10% on “in line with expectations” announcement
AVEVA today issued one of those uniquely British investor news releases that say little but try to reassure investors that the period ended March 31 was …. OK. AVEVA said fiscal 2016 results were in line with expectations, though adjusted profit before tax was...
DS’ Q4 blows past expectations; CEO doesn’t see AVEVA & CD-adapco as credible acquisitions
When Dassault Systèmes (DS) reports results, there’s a blizzard of information to wade through, all carefully orchestrated to lead the reader to the desired conclusion: that DS is a healthy, growing business with activities on many fronts contributing to long-term...
AVEVA and Schneider break up
Word just came that AVEVA and Schneider Electric have decided to break off talks to merge/acquire one another’s software businesses. No real reason was given, just “unable to reach agreement and discussions have been terminated by mutual consent”....
AVEVA H1 results show possible bounceback
AVEVA announced results for the first half of its fiscal 2015/2016 fiscal year that aren’t nearly as bad as some had suggested, given the company’s weighting towards upstream oil and gas. Lots more after I have a chance to listen to the earnings call...
AVEVA showcases toys & tech at World Summit
Dubai is hot, both in temperature and in infrastructure buildup. If you followed along last week you saw the view from my hotel window: construction everywhere, towers rising in a no-mans land of scrubby desert. Where the buildings are finished, they’re surrounded by...
DEAL! AVEVA+Schneider, sorta
While you and I were at the beach or in the mountains, the lads and lasses at AVEVA have been busily negotiating a merger with Schneider Electric, one of the suitors that kept cropping up over the last couple of years. It’s a very complicated deal –and it...
AVEVA’s trading update: all going as planned
AVEVA issued another one of its periodic trading updates last week: In a very brief statement, AVEVA said that it hasn’t seen any change in the business climate since its May report and that the continued strengthening of the British pound continues to drag down...
