Autodesk’s FQ1 was led by AEC, up 37%

Autodesk’s FQ1 was led by AEC, up 37%

May 31, 2019 | Hot Topics

Autodesk last Thursday announced results for its fiscal first quarter. Were they trying to go under the news radar just before the Memorial Day holiday? (Am I really that cynical?) I dunno but the share price fell 9% at one point, and was down 5% before the stock...
Autodesk’s FQ1 was led by AEC, up 37%

AVEVA’s F19 revenue up 12% on reinvention & execution

May 29, 2019 | Hot Topics

It’s always hard to pick out one factoid from a company’s earnings release, but I think this one says much about how AVEVA is doing: 13 months after swallowing / being swallowed by the larger Schneider Electric Software (SES), the company reported total...
Autodesk’s FQ1 was led by AEC, up 37%

ESI: SaaS before that was even a thing

May 28, 2019 | Hot Topics

ESI just announced results for the first three months of its 2019 financial year and they were, aside from Services, pretty good. Remember that Q1 is usually ESI’s weakest quarter, it’s hard to grow a subscription business, and that the company is...
Autodesk’s FQ1 was led by AEC, up 37%

ESI’s 2019 is focused on amplifying what works

May 23, 2019 | Hot Topics

You might remember that ESI has a new CEO, Cristel de Rouvray. Since February, Ms. de Rouvray and CFO Olfa Zorgati have been on a listening tour, talking to investors, customers and employees to learn what they think will help drive ESI to new levels of revenue,...
Autodesk’s FQ1 was led by AEC, up 37%

Altair’s Q1 revenue up 13% on software strength

May 10, 2019 | Hot Topics

The good news keeps rolling, as Altair reported Q1 revenue of $128 million, up 13% and around $2 million ahead of expectations. CEO Jim Scapa said that the guidance beat was powered by software product sales — not surprising, given the portfolio buildout and...
Autodesk’s FQ1 was led by AEC, up 37%

More earnings-apalooza: ANSYS, Trimble and FARO

May 1, 2019 | Hot Topics

Sorry – no unifying theme for this afternoon’s earnings announcements from ANSYS, Trimble and FARO. ANSYS is the CAE powerhouse; Trimble makes design, measurement and other software used in the construction, mining, trucking and similar industries. Both...
Autodesk’s FQ1 was led by AEC, up 37%

Earnings-apalooza, part 2: PTC and AspenTech

Apr 24, 2019 | Hot Topics

This morning started strong, with news from SAP and Dassault Systèmes announcing nice revenue growth, highlighting customer adoption of their newer offerings. I’ll have more on those later, but here’s a quick snapshot fo the highlights. Now we’re...
Autodesk’s FQ1 was led by AEC, up 37%

Earnings-apalooza! SAP, DS, PTC, AspenTech today

Apr 24, 2019 | Hot Topics

SAP and DS have already reported, PTC and AspenTech report later this afternoon. More on each when time allows, but so far (at 8:45AM ET), we’ve learned: Dassault Systèmes’ Q1 2019 non-IFRS revenue was up 13% in constant currencies (cc) and up 8% on a cc...
Autodesk’s FQ1 was led by AEC, up 37%

Quickie: ESI’s revenue up 3% in fiscal 2019

Mar 7, 2019 | Hot Topics

ESI just reported revenue for the quarter and year ended 31 January — and the news is good: Total revenue for the year was €139 million, up 3% as reported (up 4% in constant currencies, cc) For the year, license revenue was €110 million, up 4% as reported and...