Quickie: DS gets closer to Medidata, reports CQ3 revenue up 11%

ESI’s first half shows progress

Sep 23, 2019 | Hot Topics

ESI’s first half shows progress ESI Group, the French CAE company, last week reported results for the quarter and half-year ended 31 July. For the half, revenue was up 3% as reported and up 0.4% in constant currencies (cc) to €55 million; for the quarter, total...
Quickie: DS gets closer to Medidata, reports CQ3 revenue up 11%

Altair’s Q2 solid, Q3? Hmmm

Aug 20, 2019 | Hot Topics

Altair has had a rough time since announcing their Q2 results earlier this month, with the stock down 10% since the news hit the wires. Why? Investors were seemed OK with the Q2 report but were underwhelmed by the company’s guidance for Q3 and the year as a...
Quickie: DS gets closer to Medidata, reports CQ3 revenue up 11%

ANSYS hit Q2 out of the park

Aug 15, 2019 | Hot Topics

One giant deal, several large deals and new accounting rules helped ANSYS report a Q2 that knocked most metrics out of the park**. Details are below, but the main takeaway, for me, of ANSYS’ Q2 is this: being a one-stop shop matters. Having the ability to...
Quickie: DS gets closer to Medidata, reports CQ3 revenue up 11%

Hexagon’s Q2 dragged down by troubles in China

Aug 1, 2019 | Hot Topics

Hexagon last week reported Q2 results that expanded on their preannouncement earlier in July. Weakness in China led to an overall revenue decline of 1% on an organic basis — though the company reports that revenue from China declined 25%, so clearly grew nicely...
Quickie: DS gets closer to Medidata, reports CQ3 revenue up 11%

Nemetschek’s Q2 strong, slows slightly from Q1

Jul 26, 2019 | Hot Topics

Nemetschek announced today that Q2 revenue was up 15% on an organic basis and 21% overall to €138 million. That’s very, very good but investors will likely focus on the fact that Q1 growth was 27% as reported (23% cc) and 21% on an organic basis. The details:...
DS rocked Q2 but isn’t building a supersonic car. Bummer.

DS rocked Q2 but isn’t building a supersonic car. Bummer.

Jul 24, 2019 | Hot Topics

I am still plowing through Dassault Systèmes’ materials about its second quarter, so may write an update later but here are first impressions: Q2 was good, really good, with non-IFRS revenue of €965 million, up 16% as reported, up 13% in constant currencies (cc)...
Quickie: DS gets closer to Medidata, reports CQ3 revenue up 11%

MuM revises growth forecast upward — what slowdown?

Jul 22, 2019 | Hot Topics

PLMish earnings season starts today, as Germany’s Mensch und Maschine (MuM) reports how its own software and the Autodesk VAR businesses performed in the second quarter. We’ve already heard from Hexagon and SAP that China and greater Asia, respectively,...