AEC earnings recap: CQ1 was middling to strong
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...
Hexagon’s Q1 shows industry and geo pockets, both good & bad
Sometimes, being a conglomerate is a good thing and sometimes … not so much. It’s good when a diverse offering lets a company balance out slow industries with ones that are still growing, or hot geos with cold ones. Hexagon today reported Q1 revenues of...
ANSYS Q1 was a combo of platforms & headwinds
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...
ESI’s 2015 put the “tech bricks” in place for the future
ESI Group recently reported results for Q4 and the year ended 31 January 2016. I had the chance to speak with Dr. Vincent Chaillou, COO for Edition Operations, about the year and the results. There are always opportunities for improvement but, said Dr. Chaillou ESI...
PTC’s Q2 revenue misses but positions for the future
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...
MuM had “best Q1 in company’s history”
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 —...
PTC surprised by subs, DS continues to roll
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...
AVEVA’s shares up 10% on “in line with expectations” announcement
AVEVA today issued one of those uniquely British investor news releases that say little but try to reassure investors that the period ended March 31 was …. OK. AVEVA said fiscal 2016 results were in line with expectations, though adjusted profit before tax was...
