Exa’s Q1 shows some customers, at least, favoring cloud

Exa’s Q1 shows some customers, at least, favoring cloud

May 31, 2016 | Hot Topics

Earnings keep coming and the news is increasingly positive — in our PLMish world, at least, customers are buying and using technology to continue to innovate. One recent announcement comes from Exa, the CFD maker. Exa reported that first quarter fiscal 2017,...
Exa’s Q1 shows some customers, at least, favoring cloud

AVEVA’s FY16 was OK, despite end-market turmoil

May 25, 2016 | Hot Topics

Most of the questions I am asked these days revolve around three things: the cloud, licensing models and how does the situation in end-market X affect vendor Y. Lately, X = oil and Y = AVEVA because of the massive uncertainty in the oil and gas world due to...
Exa’s Q1 shows some customers, at least, favoring cloud

AEC earnings recap: CQ1 was middling to strong

May 18, 2016 | Hot Topics

I’ve been writing about a lot of the PLMish companies that focus on the automotive, aerospace and other discreet manufacturing industries and not devoting enough “ink” to AECish vendors — many of whom are doing incredibly cool things. So...
Exa’s Q1 shows some customers, at least, favoring cloud

ANSYS Q1 was a combo of platforms & headwinds

May 5, 2016 | Hot Topics

ANSYS just reported financial results for the first quarter of 2016. It wasn’t a bad quarter, overall, but it certainly wasn’t one that beat expectations. Tough comparable, the continued slowdown in the semiconductor industry, new sales heads that are yet...
Exa’s Q1 shows some customers, at least, favoring cloud

PTC’s Q2 revenue misses but positions for the future

Apr 26, 2016 | Hot Topics

It’s tough to be PTC right now. Most indicators are going in the right direction: subscriptions are ahead of expectations (though that means perpetual license revenue is below plan), IoT-related sales are growing as PTC sells both standalone IoT solutions and...
Exa’s Q1 shows some customers, at least, favoring cloud

MuM had “best Q1 in company’s history”

Apr 25, 2016 | Hot Topics

Now, that’s a headline. We’re all worrying about how the switch to subscriptions across the software universe affects the software creators and their reseller partners, and how many will be unable to manage the cash flow implications of the change —...
Exa’s Q1 shows some customers, at least, favoring cloud

PTC surprised by subs, DS continues to roll

Apr 21, 2016 | Hot Topics

It’s a big day in PLMish earnings, as PTC reported last night and Dassault Systèmes this morning. We’ll get to details in other posts but here are the highlights: PTC continues to struggle with the mix of traditional and subscription licensing, causing...