Earnings | Schnitger Corporation

Quickie: DS Q3 beat expectations on EXPERIENCE momentum

Oct 25, 2016 | Hot Topics

I’m on my way to the airport (Solid Edge University in Indianapolis, anyone?) but just saw this come into the inbox: Dassault Systèmes beat its own revenue guidance and analyst consensus in Q3, reported IFRS revenue of €735 million (up 9% as reported and up 9%...

MuM says it can manage the dip caused by Autodesk subs transition

Oct 24, 2016 | Hot Topics

Germany’s Mensch und Maschine today announced results for the third quarter and first 9 months of 2016 — its results are usually a good preview of what we can expect from other PLMish companies and from Autodesk, since MuM is one of its largest resellers....

ESI blows past forecasts in H1 2016

Oct 15, 2016 | Hot Topics

ESI reported Q2 results last month (apologies for the delay in getting to this) that show that its vision for virtual prototyping may be starting to take hold. The company reported that H1 revenue was up 16% as reported, led by license growth. Acquisitions, namely...

PTC says Q4 revenue will be low because of … subs

Oct 3, 2016 | Hot Topics

PTC just announced preliminary results for Q4 of fiscal 2016 (ended last week) that show bookings will be well ahead of plan but revenue lower than expected. Blame math: more buyers chose subscriptions than perpetuals, which means revenue will be below expectations...

Dassault Systèmes’ V6 finally gaining traction, 36% of NL* in Q2

Aug 5, 2016 | Hot Topics

By now, you’re likely aware that Dassault Systèmes reported a Q2 that matched expectations, with good growth from the ENOVIA and SOLIDWORKS brands offsetting weaker performance from CATIA. DS left its guidance for the rest of 2016 unchanged, on the...

Quickie: MuM intends to double profit in 2016 even in subs transition

Jul 25, 2016 | Hot Topics

Germany’s Mensch und Maschine Software released earnings today, saying that the first half of 2016 succeeded in meeting its ambitious goals. Sales for the 6 month period were €88 million, up 8%, led by M+M Software which grew 12% to €23 million. The VAR...

PTC’s FQ3 shows surprising demand for subs

Jul 22, 2016 | Hot Topics

It’s big-boy PLMish earnings week and, so far, so good. PTC on Wednesday (and Dassault Systèmes on Thursday, blog post in the works) reported that demand remains solid. PTC customers’ appetite for subscriptions continues to surprise as it came in...

Quickie: PTC’s FQ3 is right where they said it would be

Jul 20, 2016 | Hot Topics

Sorry to interrupt your beach day, but it’s earnings season and PTC just reported that FQ3 GAAP revenue was $289 million, right in the middle of the target of $287 million to $292 million, and down 5% from a year ago. You’ll recall that PTC is (also,...

Longdon to step aside as AVEVA’s reinvention continues

Jul 8, 2016 | Hot Topics

AVEVA issued another one of those trading updates that don’t usually say much: business was as expected and FY17 (ending in March) is expected to be “broadly similar to F16” — a slight step back from earlier forecasts of . The only real...

ESI seeks to reinvent PLM by moving to PPL

Jun 12, 2016 | Hot Topics

ESI hopes to move manufacturing beyond PLM, and into what it calls PPL, Product Performance Lifecycle. The company defines traditional PLM as “product development until commercial launch” while PPL addresses the product’s “whole...