All about you and you and you …

I started Schnitger Corp. a little over a year ago, and I must say it’s gone very well. Thank you! But this post is about you, the people who read this blog. My hosting provider makes available a pile of statistics from which I’ve distilled the following • in the last...

Carl Bass on R&D

One of the most interesting aspects of the Autodesk Q2 earnings call was a short discussion on R&D expenditures. Autodesk was making the case that it was poised to withstand the economic downturn, however long it may last, because it has been managing budgets to...

Autodesk’s ‘triple whammy’ in Q2

[In colloquial English, a “double whammy” is when something causes two problems at once.]The media (and investment analysts) have focused on the positive news to come out of Autodesk’s Q2 earnings release, all showing a sequential improvement: • Manufacturing division...

More on ANSYS and MSC Q2 — are we at the bottom of the U? W?

MSC Software and ANSYS filed quarterly reports with the SEC on Friday, so we now have more information about each company’s Q2. Recall that MSC didn’t hold a conference call for analysts because of the pending acquisition by Symphony Technology Group; ANSYS did hold a...

ANSYS reports mixed Q2 and lower 2009 forecast

ANSYS reported second quarter results today that highlight the difficulties certain parts of the global economy continue to face. For Q2, ANSYS reported total GAAP revenue of $122.0 million, up 10% from $111.2 million in the second quarter of 2008 and up 5%...

MSC revenue down 19%, reports net loss

MSC Software reported results tonight and has announced that it will not hold the earnings call previously scheduled for tomorrow afternoon because of its expected acquisition by Symphony Technology Group.For the second quarter, total revenue was $51.7 million, down...

DS Q2 revenue down 5% but profit down 41%

Dassault Systèmes reported today that Q2 revenue fell 5% from a year ago to 310.9 million euros, the high end of its earlier guidance, while net profit fell 41% to 25.7 million euros from 43.2 million euros. On a sequential basis, however, revenue was flat to up...

Making the most of customer advisory panels

MSC Software announced yesterday that it had formed a customer advisory board of eighteen leading companies across the automotive, aerospace, and marine industries to “to discuss, debate, and have open dialogue on industry trends, business & technology drivers,...

CAE data management – the breakdowns

CAE data management has become a critical topic for many CAE departments — after all, tying together which CAD models were used as the basis for an analysis, the meshing technique and resulting mesh, the loads and constraints and the resulting data and...

And the market breathes a sigh of relief …

I’ve been wrong so often on pre-announcements that I waited this time until companies announce their earnings dates: ANSYS and PTC both announced today the dates and times of their June quarter earnings calls, which means that neither is likely to announce results...