ANSYS’ strong Q2 highlights portfolio effect

ANSYS’ strong Q2 highlights portfolio effect

Aug 7, 2018 | Hot Topics

Note: This blog was written before ANSYS updated its prepared remarks, which lowered the number of big deals from 35 to 27 and the size of the largest from $30 million to $16 million. You can read about that here — but none of the company’s revenue,...
ANSYS’ strong Q2 highlights portfolio effect

In DS’ Q2, SOLIDWORKS was again the standout

Aug 2, 2018 | Hot Topics

I have been trying to get time to expand on this brief note, but the news is just coming too fast right now. Here is a summary of Dassault Systèmes’ (DS) fiscal second quarter results, reported last week. Total revenue of €840 million was up 4% as reported and...
ANSYS’ strong Q2 highlights portfolio effect

Siemens FQ3 flatish, PLM “outstanding”, reorg looms

Aug 2, 2018 | Hot Topics

Yesterday Siemens announced the acquisition of Mendix; today’s news was fiscal third quarter earnings and a reorg. Tariffs came up early and often, as the uncertainty surrounding global trading frameworks affect many parts of Siemens’ business. Lack of...
ANSYS’ strong Q2 highlights portfolio effect

Quickie: Nemetschek revenue up 17% in Q2

Jul 27, 2018 | Hot Topics

So far we’ve had PLMish earnings; today, Nemetschek chimed in with a report that shows how well AECish companies are doing, too. Total revenue was €114 million, up 17% as reported and up 21% in constant currencies (cc). Since Nemetschek is a serial acquirer,...
ANSYS’ strong Q2 highlights portfolio effect

AVEVA continues to roll, we think

Jul 26, 2018 | Hot Topics

Schneider Electric released earnings this morning which now means that AVEVA also does, sort of. AVEVA says that it “made a solid start to the financial year” and that it “maintains a strong balance sheet and saw good cash generation in the [fiscal]...
ANSYS’ strong Q2 highlights portfolio effect

Quickie: MuM’s results show climb up hockey stick

Jul 23, 2018 | Hot Topics

We’ve seen all sorts of analogies for what happens with top line revenue during the transition from perpetual to subscriptions–bottoming out and climbing back up the other side, a hockey stick with a curved decline then a sharp upwards trend, and so...
ANSYS’ strong Q2 highlights portfolio effect

ESI’s FQ1 hints at upward momentum for H2

Jul 6, 2018 | Hot Topics

ESI reported results back at the end of May –travel and US holidays sometimes get in the way of timely blogging– and they were, at best, mediocre as reported. Currency movements, customers opting for subscriptions and not perpetual licenses, and changes in...
ANSYS’ strong Q2 highlights portfolio effect

Quickie: Historic AVEVA surged in FY18

Jun 14, 2018 | Hot Topics

AVEVA had an awesome fiscal 2018 (ended March 31). You’ll recall that the AVEVA merged with Schneider Electric Software earlier this year to create a much bigger company with software that reaches from plant design to operations. That combined group reported...