What we learned: IBM, SAP and MuM report CQ1
What we learned: IBM, SAP and MuM report CQ1 As I noted yesterday we’re starting to get into earnings season for software companies and, as expected, the news is mixed. If you want details, go here for details on IBM’s quarter, here for SAP, and here for...
AVEVA updates for FY 2020 (good) and calendar 2020 (cautious)
AVEVA updates for FY 2020 (good) and calendar 2020 (cautious) AVEVA just gave an update on how fiscal 2020 turned out (ended March 31) and hinted at what it expects for the rest of calendar 2020. It was the typical, brief, “we’ll say more later” news...
PTC and Ansys DON’T preannounce
PTC and Ansys DON’T preannounce What a strange time, when it’s notable that companies just go ahead and schedule their earnings releases as per normal, like PTC did today (for April 29), or craft a special letter to investors that ends with the earnings...
DS announced Q1 will be 2.5-5% below guidance
DS announced Q1 will be 2.5-5% below guidance And so it starts (continues, depending on your perspective); After the stock market in Paris closed, Dassault Systèmes announced that it expects Q1 revenue to be 2.5% to 5% below the low end of its previous guidance, which...
Hexagon’s take on 2020? Less confident than in February
Hexagon’s take on 2020? Less confident than in February Just yesterday I posted a quick note on Nemetshek’s muted optimism for 2020 and RIB’s lack thereof. Then, later in the day, Hexagon announced that it plans to delay a decision on paying a...
At least in AEC, 2020 looks … OK
At least in AEC, 2020 looks … OK European companies report preliminary results for a financial year in February and then follow up with a final report at the end of March. Nemetschek and RIB Software reported on schedule (see the reports here and here,...
ESI on the impact of Covid-19: “It’s a 3-month event”
ESI on the impact of Covid-19: “It’s a 3-month event” ESI Group held an investor update today, in which they expanded on the 2019 results reported last month. (You can read my recap here.) I’ll write more about the company’s vision,...
Quickie: Autodesk extends sale of multi-user subs to August, pushes back named user start date
Quickie: Autodesk extends sale of multi-user subs to August, pushes back named user start date I wrote last week that Autodesk was going to start transitioning customers to named user licenses in May. A couple of readers shared a change to that policy from...
