Altair has a great Q1 on the convergence of CAE, HPC & AI
Altair has a great Q1 on the convergence of CAE, HPC & AI Altair CEO Jim Scapa started off the company’s Q1 earnings call by saying that their vision of the “convergence of simulation, HPC [high-performance computing] and AI [artificial intelligence]...
Ansys has a solid Q1 but ACV concerns drag down the stock price
Ansys has a solid Q1 but ACV concerns drag down the stock price Ansys reported Q1 results yesterday that were both good and not-so good –are you seeing a pattern here? PTC and ESI also reported mixed news, with positive Q1 results tamped down by uncertainty...
ESI turns the corner, back to growth in Q1
ESI turns the corner, back to growth in Q1 Catching up on more earnings announcements. Last week, ESI Group reported Q1 revenue of €55.5 million, up 1% as reported and up 4% in constant currencies. ESI has been reinventing itself and first issued guidance to investors...
Hexagon continues to improve; Q1 revenue up 10%
Hexagon continues to improve; Q1 revenue up 10% Hexagon reported results last week that were surprisingly good and that –remember that Hexagon doesn’t itself issue guidance– beat analyst consensus. The details: Total revenue in Q1 was €978 million,...
PTC reports Core up 21%cc in FQ2 but leaves F2021 targets (mostly) alone
PTC reports Core up 21%cc in FQ2 but leaves F2021 targets (mostly) alone PTC reported results last week that were both good and worrisome. The details, then what I think it might mean: Total revenue in PTC’s fiscal Q2 2021 was $462 million, up 28% as reported...
DS’s Q1 beat expectations on mainstream strength
DS’s Q1 beat expectations on mainstream strength Dassault Systèmes reported results for its fiscal first quarter today. There’s a lot to unpack, so let’s get to the details: Total revenue of €1173 million was up 3% as reported and up 9% in constant...
AVEVA’s F2021 basically flat — but optimistic about AVEVA+OSI future; CEO Hayman stepping down
AVEVA’s F2021 basically flat — but optimistic about AVEVA+OSI future; CEO Hayman stepping down As you know, Schneider Electric (SE) owns a majority of AVEVA shares, so when Schneider announces results they usually say something about AVEVA’s results....
MuM announced a “pleasing start” to 2021
MuM announced a “pleasing start” to 2021 Get ready — PLMish earnings really crank up this week. We’re off to a good start, with MuM announcing last week that sales aren’t yet at pre-pandemic levels but were, even so, good. MuM, more...
