Nov 18, 2009 | Hot Topics
It’s always hard to create context around companies whose businesses, and business models, are so different but we can draw a couple of conclusions now that Autodesk, Dassault Systèmes and PTC have reported for the summer quarter: • Starting at the top: all three...Nov 17, 2009 | Hot Topics
Autodesk reported surprisingly solid results today, as FQ3 was the first quarter in 5 that showed sequential stabilizing in almost all categories of business, the exceptions being Asia Pac and Manufacturing. The outlook is improving too, as the company gave a modest...Nov 16, 2009 | Hot Topics
Avatech reported today that there are signs that the US is in the early stages of a recovery that “could take some time,” according to President and CFO Lawrence Rychlak. The company still sees a tough sales environment in many areas, especially in Florida and...Nov 11, 2009 | Hot Topics
Intergraph and Autodesk announced today that they have reached an agreement that allows Autodesk to embed Intergraph ISOGEN into AutoCAD Plant 3D. ISOGEN, with about 50,000 users worldwide, is often considered the industry standard for the automatic production of...Nov 10, 2009 | Hot Topics
Autodesk’s Manufacturing business unit held an analyst event last week in Portland, OR. Lots of interesting stuff under non-disclosure that I can’t write about until we get the all-clear. Not under NDA is the fact that right about now the 1 millionth buyer will...Oct 29, 2009 | Hot Topics
Good things come in twos (so far): Dassault Systèmes reported that Q3 performance was as expected, with total revenue of 291.7 million euros and software revenue of 255.6 million euros, both down 8% from a year ago but essentially flat with Q2. Keep in mind that Q3 is...Oct 28, 2009 | Hot Topics
The good news: things are looking up enough for PTC to forecast actual growth for next year – not couched in terms of “constant currency” or using non-GAAP measures. Actual growth! The bad news, of course, is that 2009 was a dismal year by many measures. PTC...Oct 27, 2009 | Hot Topics
Regardless of whether you like the deal DS struck to buy the IBM PLM business, it does change the dynamics within the PLM sector. From a competitive perspective, DS will now face the same issues of access that PTC and Autodesk face: can their sales reps get in to see...
