CAD | Schnitger Corporation

PTC’s ramp deals: “nothing but goodness” in a solid FQ2

Apr 27, 2023 | Hot Topics

PTC’s ramp deals: “nothing but goodness” in a solid FQ2 PTC reported results last night that were quite good, though a lot of what interests me (at any rate) is buried inside unhelpful product buckets. When PTC says “CAD” in these earnings...

Dassault Systèmes wobbles on license, otherwise good Q1

Apr 26, 2023 | Hot Topics

Dassault Systèmes wobbles on license, otherwise good Q1 Dassault Systèmes reported Q1 results this morning — they were decent but some investors were unhappy about the (tiny in € terms) miss in the (tiny) license revenue category. The details: Total revenue increased...

Earnings catch up: Dassault Systèmes reports solid Q4, guides to slow start to 2023

Feb 22, 2023 | Hot Topics

Earnings catch up: Dassault Systèmes reports solid Q4, guides to slow start to 2023 Dassault Systèmes recently reported Q4 2022 revenue of €1,584 million, up 16% as reported and up 10% in constant currencies (cc). Software revenue was €1,429 million, up 15% (up 9%...

PTC’s FQ1 was good, but macroeconomic worries loom

Feb 2, 2023 | Hot Topics

PTC’s FQ1 was good, but macroeconomic worries loom PTC announced fiscal Q1 2023 results last night that were better than expected in some areas. Profit was up but not as much as expected, and ARR was bigger than expected even though growth slowed a bit …...

5 on a Friday: Bentley, Cadmatic, FARO, GoEngineer and Graphisoft all acquire

Dec 2, 2022 | Hot Topics

5 on a Friday: Bentley, Cadmatic, FARO, GoEngineer and Graphisoft all acquire SO much news to catch up on: FARO acquired SiteScape, a maker of low-res iOS LiDAR scanning software that’s used in indoor AEC and operations and maintenance applications....

Autodesk’s Q1 beats expectations, sets up for strong fiscal 2023

May 26, 2022 | Hot Topics

Autodesk’s Q1 beats expectations, sets up for strong fiscal 2023 You know me: cynical. When I saw that Autodesk had scheduled its earnings release for the Thursday before Memorial Day weekend, in a year that’s reputed to be “revenge...

PTC closes Codebeamer deal, reports solid FQ2

May 3, 2022 | Hot Topics

PTC closes Codebeamer deal, reports solid FQ2 PTC just announced that it has closed its acquisition of Intland Software and its Codebeamer. And that reminds me that I never did publish a note on PTC’s earnings last week — which were very positive. First,...

Quickie: DS Q1 revenue up 13%, ups year to 10% to 11% growth

Apr 27, 2022 | Hot Topics

Quickie: DS Q1 revenue up 13%, ups year to 10% to 11% growth Dassault Systèmes announced Q1 results this morning — they were very, very good, and caused the company to raise its targets for the full fiscal year. More when there’s time, but here ar the...

PTC’s F22 is off to a solid start, with momentum expected to accelerate

Jan 31, 2022 | Hot Topics

PTC’s F22 is off to a solid start, with momentum expected to accelerate PTC kicked its fiscal year off on a high note, with many metrics ahead of expectations. The facts, then some thoughts: Revenue in Q1 fiscal 2022 was $458 million up 7% (up 8% in constant...

4 on a Friday: Autodesk gets into digital dailies, Sandvik announces Q4 results, Reese joins GE Digital, SolidWorks user event goes digital

Jan 21, 2022 | Hot Topics

4 on a Friday: Autodesk gets into digital dailies, Sandvik announces Q4 results, Reese joins GE Digital, SolidWorks user event goes digital Autodesk announced that it has acquired Moxion, maker of a “cloud-based platform for digital dailies used by leading...