ESI sets the stage with a decent Q2

ESI sets the stage with a decent Q2

Sep 9, 2021 | Hot Topics

ESI sets the stage with a decent Q2 ESI reported results today for the quarter ended 30 June that were … decent. As you may know, ESI is in the middle of a transformation from a company that was somewhat random in its execution and communication with customers...
ESI sets the stage with a decent Q2

Altair beats Q2 forecasts and raises 2021 guidance

Aug 9, 2021 | Hot Topics

Altair reported results last week — and like others in our PLMish universe, they were better than expected. The details: Total revenue in Q2 was $120 million, up 22% and $8 million ahead of expectations. Altair doesn’t do the constant currency thing for...
ESI sets the stage with a decent Q2

Ansys has a great Q2 and expects the momentum to continue

Aug 5, 2021 | Hot Topics

Ansys reported pretty awesome Q2 results last night, and this morning on its earnings call, said that growth was due to three things: increased optimism among its customers that end-market demand will come back post-pandemic, its own efforts to stay close to those...
ESI sets the stage with a decent Q2

AVEVA says revenue up 11% in CQ2, excluding OSI

Jul 30, 2021 | Hot Topics

AVEVA gave one of its minimalist earnings updates today, likely because its largest shareholder, Schneider Electric, announced its Q2 results this morning. (Schneider Electric is on a quarterly calendar, with the year ending in December; AVEVA’s fiscal year ends...
ESI sets the stage with a decent Q2

PTC saw FQ3 momentum in Creo, Windchill; not so much in IoT

Jul 29, 2021 | Hot Topics

PTC reported fiscal third quarter results last night that were … Okay. You can read/see/hear all of the details here. PTC offers data on overall product buckets, geos, etc. that you should go check out. A few of the things I thought most relevant and then some...