Jan 25, 2019 | Hot Topics
Investors were underwhelmed at PTC’s fiscal first quarter 2019 earnings news, since the company said its bookings were at the lower end of its guidance, leading to weaker FQ2 revenue guidance. I’m a glass half-full type of person and prefer to look at the...
Nov 28, 2018 | Hot Topics
Last week’s announcements by Autodesk can be divided into two parts: the acquisition of PlanGrid, which I’ve written about here, and the earnings themselves, which we’ll cover below. PlanGrid isn’t yet part of Autodesk, so doesn’t fit...
Nov 20, 2018 | Hot Topics
Not sure what gen des is? Generative design is the use of assistive technologies to help refine a design. Need a chair to hold a certain sized person? Give a gen des tool a set of parameters, and let it design the chair for you — that’s called topology...
Oct 31, 2018 | Hot Topics
PTC’s Q4 and fiscal 2018 results, released last week, were solid yet investors were displeased because the forecasts for F19 presupposed a faster transition to subscriptions than many expected. Remember: subs mean lower initial revenue but a longer tail, so...
Sep 24, 2018 | Hot Topics
Autodesk #XLR8s its way to Fusion (Sorry – really bad hashtag-based pun. XLR8 = Accelerate, and the complete hashtag for the event was ##XLR8Fusion.) Autodesk’s first Accelerate event happened when PLM 360 was oh-so-new. Autodeskers, VARs and early...
Jul 19, 2018 | Hot Topics
Bucking the trend, PTC announced fiscal third quarter results yesterday that showcased a product mix shifting the other way, as more customers opted for perpetual licenses, with the higher up-front revenue lifting PTC above its revenue guidance for the quarter. More...
Apr 19, 2018 | Hot Topics
PTC announced results on Wednesday that were, in a single word, impressive. Growth across most revenue categories, product lines, channels — and with positive outlook for the rest of 2018, too, which means no deals were pulled from the future into the fiscal second...
Feb 27, 2018 | Hot Topics
I’ve been recapping earnings for you for years but with the ready availability of the source materials it seems silly to just reproduce it all and make you hunt for my commentary. To make this more productive for you and for me, we’re trying something new: I’m...
