PTC’s FQ2 featured ‘strong’ CAD, PLM performance
PTC announced results on Wednesday that were, in a single word, impressive. Growth across most revenue categories, product lines, channels — and with positive outlook for the rest of 2018, too, which means no deals were pulled from the future into the fiscal second...
PLMish earnings kick off with solid reports from PTC and AVEVA
PTC started things off on Wednesday evening, with a report that exceeded expectations. Fiscal second quarter revenue was up nearly 10%, above the high end of the company’s guidance as well as Wall Street expectations. I’m working on a longer post for later...
ESI’s Q4 returns to license growth
You have spoken: you’re not fans of long blog posts that summarize a clump of earnings all at once, nor do you want to wait until the last of a bunch of companies publishes results to read the post. So we’re back to the old scheme, one company at a time....
10 things: PLMish earnings show confidence and growth
I’ve been recapping earnings for you for years but with the ready availability of the source materials it seems silly to just reproduce it all and make you hunt for my commentary. To make this more productive for you and for me, we’re trying something new: I’m...
ESI’s Q3 disappoints, but Q4 should be OK
ESI reported third quarter results last week that were, at best, so-so, as revenue declined 7% as reported (2% in constant currency, cc) to €25 million. ESI management says Q3 results “[do] not realistically reflect the considerable transformative added value...
Quickie: AVEVA announces “much improved” H1 2018
Super-quick, as I’m at Autodesk University: AVEVA reported today that revenue for the six months ended September 30 was £94 million, up 11% as reported and up 6% in constant currencies — a “much-improved performance” in the first half of its...
Siemens AG’s FQ4 boosted by Digital Factory, admiration for Bentley
Siemens AG reported FQ4 and fiscal 2017 earnings earlier today. It’s a confusing picture of a huge company, with acquisitions and divestitures, but here’s what matters: The AG grew total revenue by 4% to €83 billion. The Digital Factory segment (where PLM...
Quickie: ANSYS’ Q3 well ahead of expectations
We’re on day 4 of no power here in our little slice of (New England) paradise, so this must be short, if there’s any hope of uploading it. More after the earnings call and once Net access is back to normal. ANSYS reported a Q3 that basically blew past its...
