DS’ 2018 sets the stage for expansion in 2019

DS’ 2018 sets the stage for expansion in 2019

Dassault Systèmes announced results for Q4 and fiscal 2018 just as I was boarding a plane earlier this month, and I only had time to post a very quick recap of the highlights as I saw them then. This week brings us earnings from ANSYS (tonight/tomorrow morning), as...
DS’ 2018 sets the stage for expansion in 2019

AVEVA cruises along, positive about FY2019

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...
DS’ 2018 sets the stage for expansion in 2019

Quickie: Lots of good PLM earnings news

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...
DS’ 2018 sets the stage for expansion in 2019

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

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...
DS’ 2018 sets the stage for expansion in 2019

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

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...
DS’ 2018 sets the stage for expansion in 2019

AVEVA’s H1 benefits from solid execution

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...
DS’ 2018 sets the stage for expansion in 2019

PTC’s F18 closed strong as reinvention continues

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...
DS’ 2018 sets the stage for expansion in 2019

AVEVA says H1 went well

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...
DS’ 2018 sets the stage for expansion in 2019

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

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...