Might AEC lead the way for manufacturing in subs and cloud?

Quickie: MuM announces most profitable quarter ever

Apr 23, 2018 | Hot Topics

What trough? As a reminder, we look at Mensch und Maschine to gauge how resellers are faring as Autodesk transitions to subscriptions — and MuM is on the upswing with its Q1 2018 report. Per its announcement, “While the [proprietary MuM] Software segment...
Might AEC lead the way for manufacturing in subs and cloud?

PTC’s FQ2 featured ‘strong’ CAD, PLM performance

Apr 19, 2018 | Hot Topics

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...
Might AEC lead the way for manufacturing in subs and cloud?

ESI’s Q4 returns to license growth

Mar 16, 2018 | Hot Topics

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....
Might AEC lead the way for manufacturing in subs and cloud?

10 things: PLMish earnings show confidence and growth

Feb 27, 2018 | Hot Topics

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...
Might AEC lead the way for manufacturing in subs and cloud?

ESI’s Q3 disappoints, but Q4 should be OK

Nov 27, 2017 | Hot Topics

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...
Might AEC lead the way for manufacturing in subs and cloud?

Quickie: AVEVA announces “much improved” H1 2018

Nov 14, 2017 | Hot Topics

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...