PTC, DS results highlight strategic differences

PTC, DS results highlight strategic differences

Nov 9, 2012 | Hot Topics

Earnings news from engineering IT companies has been a mixed bag of late: misses and downgrades of expectations for the remainder of 2012 but also some stronger-than-expected results. Why did each company report as it did and what can we learn about the demand for...
PTC, DS results highlight strategic differences

Quick update: DS beats expectations in Q3

Oct 25, 2012 | Hot Topics

Dassault Systèmes announced results today that beat expectations on many fronts. I’m at the PLM Innovation Americas conference so will have to get the conference call replays when I can, but here’s a quick update: total revenue was €499.5 million as...
Gemcom and GEOVIA, a tale of two brands

Gemcom and GEOVIA, a tale of two brands

Aug 6, 2012 | Hot Topics

During its earnings call last week, Dassault Systèmes (DS) continued to explain its vision of  moving beyond “product experience” (engineering and design), to the larger concept of 3DEXPERIENCE, which adds business intelligence and other apps to its offering in...
PTC, DS results highlight strategic differences

DS’ great Q2 – a step closer to €2 billion

Jul 27, 2012 | Hot Topics

Dassault Systèmes yesterday reported on its second quarter results and raised its guidance for the full year to €2 billion — quite a milestone. But much of the content of the presentation and conference calls wasn’t about last quarter, but about how DS...
PTC, DS results highlight strategic differences

Q1 recap/Q2 preview: What we’ll be looking for

Jul 10, 2012 | Hot Topics

As we prepare ourselves for the onslaught of Q2 earnings reports, it’s helpful to look back at Q1 to see patterns that (perhaps) foreshadow future results and identify areas that were causes for concern last quarter. To help with this analysis, we’ve...
PTC, DS results highlight strategic differences

Exa’s IPO muddies the waters in engineering software

Jul 9, 2012 | Hot Topics

A quick Monday morning check on the stock markets for those of you following Exa’s IPO: Exa’s market makers originally priced the share at between $11 and $13 but ultimately settled at $10 for the public debut on June 28th. That day, over 2 million shares...

DS models nature with Gemcom

May 1, 2012 | Hot Topics

By now you undoubtedly know that Dassault Systèmes had a very good first quarter 2012, with many aspects of its performance ahead of the objectives it set back in February. That’s all well and good, but what I found most interesting about its announcements last...

UPDATE: DS ends strong, cautious about 2012

Feb 13, 2012 | Hot Topics

Dassault Systèmes (DS) reported really good results for its fourth quarter and for fiscal 2011 yet the share price fell, as investors expected a more positive outlook. But let’s close 2011 first, shall we? For Q4: • Total revenue was €512 million, up 11% as reported...

DS ends strong, cautious about 2012

Feb 12, 2012 | Hot Topics

Dassault Systèmes (DS) reported really good results for its fourth quarter and for fiscal 2011 yet the share price fell, as investors expected a more positive outlook. But let’s close 2011 first, shall we? For Q4: • Total revenue was €512 million, up 11% as reported...
A peek at the new DS North America Campus

A peek at the new DS North America Campus

Dec 9, 2011 | Hot Topics

Yesterday was the formal unveiling of the new Dassault Systèmes campus in Waltham MA, about 30 minutes from my office. Waltham lies on what used to be known as “America’s Technology Highway” (Route 128) in the 1980s, a ring road about 15 miles outside of Boston....