Quickie: MuM’s results show climb up hockey stick

Quickie: MuM’s results show climb up hockey stick

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...
Quickie: MuM’s results show climb up hockey stick

ESI’s FQ1 hints at upward momentum for H2

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...
Quickie: MuM’s results show climb up hockey stick

Quickie: Historic AVEVA surged in FY18

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...
Quickie: MuM’s results show climb up hockey stick

Altair tops targets in Q1, acquires rest of FluiDyna

Altair made several significant announcement over the last week, culminating yesterday with its first quarter results. Quickly, Altair reported Q1 revenue that beat expectations, sending its share price up a couple of percentage points after the announcement hit the...
Quickie: MuM’s results show climb up hockey stick

Siemens FQ2 results highlight sharp growth in PLM

Siemens released its fiscal Q2 results this morning — and PLM software continues to be a bright spot, with frequent mentions of integration into other areas of the business and the opportunities ahead. Siemens said revenue from the PLM software business...
Quickie: MuM’s results show climb up hockey stick

ANSYS Q1 boosted by biggest-ever deal

ANSYS reported Q1 results last week that blew past most estimates and forecasts because the company is starting to reap the benefits of its big-ness. Recall that It has gone from mechanical FEA (ANSYS) to adding CFD (Fluent) to including EMAG (Apache and Ansoft) and...