Autodesk’s FQ1 2018 is a pleasant surprise

Autodesk’s FQ1 2018 is a pleasant surprise

May 19, 2017 | Hot Topics

Autodesk last night reported results that surprised on many levels, almost all good. Revenue declined 5% year/year as the transition from perpetuals to subs continues, and deferred revenue (the part of the sub payment that will be recognized in the future) was up 18%,...
Autodesk’s FQ1 2018 is a pleasant surprise

Q1 in AEC: looks like 2017 is a breakout year

May 1, 2017 | Hot Topics

You (and investors and entrepreneurs and many others) often ask me how the AEC market is accepting the technologies that discrete manufacturing has long relied on: 3D design, using a model as reference and not just drawings, managing those models and related...
Autodesk’s FQ1 2018 is a pleasant surprise

Quickie: DS’ Q1 shows solid start to 2017

Apr 26, 2017 | Hot Topics

As always, there’s a lot to unpack in a Dassault Systèmes earnings release, so here are the bare facts while I catch up on the earnings calls, presentations and press releases: Total revenue in Q1 was €760 million, up 10% as reported and up 7% in constant...
Autodesk’s FQ1 2018 is a pleasant surprise

MuM says 2017 is off to a “pleasant” start

Apr 24, 2017 | Hot Topics

What a nice way to start a week: an earnings report that includes the word “pleasant”. Too often, it’s all business gobbledy-gook; we all know what “pleasant” means. Not stressful, satisfactory, generally positive, moving in the right...
Autodesk’s FQ1 2018 is a pleasant surprise

AVEVA’s update previews revenue growth in F17

Apr 19, 2017 | Hot Topics

AVEVA today gave an update on its performance for the fiscal year that ended 31 March 2017. And it was, as usual, a terse 2-sentence statement:  The Board is pleased to report that the Group’s results, assisted by positive currency translation effects, show a...
Autodesk’s FQ1 2018 is a pleasant surprise

ESI reports steady progress in Q4

Mar 14, 2017 | Hot Topics

ESI just reported revenue for the fourth quarter and fiscal year that ended on January 31 — and the news is good. Recall that ESI’s revenue is really backweighted, with the bulk of renewals coming in Q4 and skewing result for earlier periods each year....
Autodesk’s FQ1 2018 is a pleasant surprise

ANSYS realigns to go from $1B to $2B

Feb 23, 2017 | Hot Topics

ANSYS held its first earnings call under the leadership of new CEO Ajei Gopal today to discuss Q4 and full-year 2016 results and to offer investors a glimpse into where Mr. Gopal believes he can take ANSYS. One clear takeaway from the call: the goals are ambitious, as...