AVEVA cruises along, positive about FY2019

AVEVA cruises along, positive about FY2019

Feb 14, 2019 | Hot Topics

Schneider Electric announced results today, which means that we have a hint about how things are going at AVEVA. AVEVA says that it “delivered low double-digit revenue growth in the first nine months of the financial year”, meaning the period ended...
AVEVA cruises along, positive about FY2019

Quickie: Lots of good PLM earnings news

Feb 6, 2019 | Hot Topics

It’s a big earnings day and I’m about to settle in for a long (wifi-free) flight, so a quick recap will have to hold us until I can dig into the earnings in more detail — but it sure looks like the PLMish universe is doing very well, indeed. Dassault...
AVEVA cruises along, positive about FY2019

PTC’s FQ1: a mixed bag with lots of Creo love

Jan 25, 2019 | Hot Topics

Investors were underwhelmed at PTC’s fiscal first quarter 2019 earnings news, since the company said its bookings were at the lower end of its guidance, leading to weaker FQ2 revenue guidance. I’m a glass half-full type of person and prefer to look at the...
AVEVA cruises along, positive about FY2019

ESI’s Q3 license revenue up 16% on a large early renewal

Nov 27, 2018 | Hot Topics

ESI Group just reported results for its fiscal third quarter that could signal a return to growth after a lackluster first six months of the year. The details: Total revenue was €28 million, up 12% as reported and up 12% in constant currencies (cc) License revenue...
AVEVA cruises along, positive about FY2019

AVEVA’s H1 benefits from solid execution

Nov 20, 2018 | Hot Topics

Q: How do you put together two very different companies, in the hope that 1+1 > 2?A: Very carefully.AVEVA today reported that revenue for the first half of fiscal 2019 were £343 million, up 11% as reported and up 14% in constant currencies (cc). Excluding the boost...
AVEVA cruises along, positive about FY2019

PTC’s F18 closed strong as reinvention continues

Oct 31, 2018 | Hot Topics

PTC’s Q4 and fiscal 2018 results, released last week, were solid yet investors were displeased because the forecasts for F19 presupposed a faster transition to subscriptions than many expected. Remember: subs mean lower initial revenue but a longer tail, so...
AVEVA cruises along, positive about FY2019

AVEVA says H1 went well

Oct 25, 2018 | Hot Topics

Oh so many earnings this week! So far, the news has been mostly positive as customers are buying to plan. PTC continues its march to subscriptions (and caused endless kerfuffles on the earnings call because it’s adopting a new accounting standard). Dassault...
AVEVA cruises along, positive about FY2019

MuM’s Q3 “happy” results look good for Autodesk

Oct 24, 2018 | Hot Topics

Germany’s Mensch und Maschine (MuM) reported results earlier this week and, as usual, we look at them to see what they might mean for Autodesk and for its broader VAR network. In case you’re unaware, MuM is probably Autodesk’s largest European...
AVEVA cruises along, positive about FY2019

Big changes afoot at ESI, even as H1 was so-so

Oct 4, 2018 | Hot Topics

ESI recently released half-year results in an announcement that was packed with big news. The biggest: ESI co-founder and CEO Alain de Rouvray will step aside in the new year, as ESI’s board has appointed his daughter Cristel de Rouvray as CEO, effective...