Autodesk’s Q4 sets the stage for a bumpy FY17
As you know, Autodesk is in the midst of a transition from hefty upfront fees to a steadier stream of subscription revenue. The company’s recently announced Q4 results highlight both the positives and negatives of the change — but there was also a lot of...
Autodesk Q4 revenue better than expected, reports a net loss
Autodesk just announced Q4 results and, as with ANSYS, we’re going to do a quick preview while we await the conference call. Total revenue for the quarter was $648 million, down 2% as reported but up a nice 3% in constant currencies over last year’s Q4...
ANSYS Q4 revenue up 4%, at low end of guidance
ANSYS just reported that Q4 revenue was $252 million, up 4% year/year, for a total of $943 million in 2015, up 8%. CEO Jim Cashman said in prepared remarks that the “fourth quarter presented us with a combination of both challenges and opportunities … Q4...
Quickies: MuM & GRAITEC earnings surprising
A lot of PLMish companies release earnings news and (as you no doubt know) I fall behind in writing longer posts about each. So, a compromise where I do quick summaries of a few companies while working on longer-form versions for others. This week, Mensch und Maschine...
3D Systems prelim results – surprise: ahead of expectations!
3D Systems has been battered lately, as the consumer market for 3D printing hasn’t developed the way the company envisioned. A management shakeup, exiting the Cube businesses — it’s been a tough six months. Then, this morning, the news that Q4...
DS’ Q4 blows past expectations; CEO doesn’t see AVEVA & CD-adapco as credible acquisitions
When Dassault Systèmes (DS) reports results, there’s a blizzard of information to wade through, all carefully orchestrated to lead the reader to the desired conclusion: that DS is a healthy, growing business with activities on many fronts contributing to long-term...
No surprise: Autodesk announces restructuring
You probably saw this coming: a company used to operating on a perpetual license model isn’t, financially, the same as one that relies on subscriptions. Different cash flows, and cash flows are what pay people, rent and utilities. So, today, Autodesk announced a...
Earnings quickie: Nemetschek beats even revised targets
I’m at SolidWorks World, so this has to be quick: Nemetschek today announced preliminary results for Q4 and 2015 that showed its momentum continued into the fourth quarter. Total revenue for the year was €285 million, exceeding both original and revised...
