PTC’s Q4 ends fiscal year on a strong note
PTC’s Q4 ends fiscal year on a strong note PTC announced fiscal Q4 and 2020 results a week ago and I haven’t had time for a full write-up — and now the earnings are starting to pile up. So here’s a quick recap of what we learned during the PTC...
A mixed bag: Schneider Electric and Dassault Systèmes announce very different Q3s
A mixed bag: Schneider Electric and Dassault Systèmes announce very different Q3s There’s much to parse with both of these companies, so this is a brief recital of facts while I figure out what, if anything it all means. Press releases and recaps were in the...
Autodesk’s Q1 was decent, hints at stable employment at its customers
Autodesk’s Q1 was decent, hints at stable employment at its customers Autodesk announced its fiscal first quarter (ended April 30, 2020) last night –and, as others have reported, it was a rollercoaster ride. The details: Total revenue for FQ1 was $886...
Dassault Systèmes pivots further to life sciences but industrial still dominates revenue
Dassault Systèmes pivots further to life sciences but industrial still dominates revenue Dassault Systèmes announced results this morning that are generally seen as a bit “light”, meaning below analyst consensus even though they were at the top end of the...
Quickie: PTC’s Q4 revenue up 7%
Day: October 24, 2019 This is going to be very quick, because I haven’t had time to listen to the earnings call replay — but I can report that PTC saw total revenue up 7% (up 9% in constant currencies) in its fiscal Q4 to $335 million, beating Wall...
What’s in a name?
If you’re Siemens, apparently it’s plenty. If you tuned into the PLMish news last week, you’ll likely know that Siemens PLM Software is now Siemens Digital Industries Software and that the overarching umbrella brand for that software is Xcelerator....
PTC’s FQ3 was OKish but weak bookings make investors unhappy
After what looked like a blockbuster LiveWorx last month, with buoyant customer use cases and technology roadmaps galore, PTC yesterday announced results that felt … flat. Some of the details (see them all here), using ASC 605 accounting because that enables us...
DS rocked Q2 but isn’t building a supersonic car. Bummer.
I am still plowing through Dassault Systèmes’ materials about its second quarter, so may write an update later but here are first impressions: Q2 was good, really good, with non-IFRS revenue of €965 million, up 16% as reported, up 13% in constant currencies (cc)...
