AVEVA’s shares up 10% on “in line with expectations” announcement

Exa’s Q4 beats, highlights cloud success

Mar 11, 2016 | Hot Topics

Exa Corp. last night announced results that definitely bucked the trend — recall that ANSYS and DS both reported simulation results that were good but not expectation-beating. Exa’s Q4 revenue was $18.3 million, up 8% year/year as reported and up 13% in...
AVEVA’s shares up 10% on “in line with expectations” announcement

ANSYS’ Q4 shows it’s not immune from subs’ effects

Mar 8, 2016 | Hot Topics

By now you’ve heard that ANSYS had an OK Q4 but still only reported revenue 2015 that was about on par with revenue in 2014. And the forecast for 2016 is, at best, lukewarm. Why? Yes, some of this is macro-economic and currency-related, but ANSYS is also seeing...
AVEVA’s shares up 10% on “in line with expectations” announcement

Yay! Stratasys sees slow return to growth in 2016

Mar 3, 2016 | Hot Topics

There’s hope in the world of 3D printers! Stratasys announced earnings just now and provided guidance for 2016 that looks pretty good. Not awesome, mind you, but: Total revenue for Q4 was $173 million, down 20% from a year ago Citing weak demand from industrial...
AVEVA’s shares up 10% on “in line with expectations” announcement

Autodesk’s Q4 sets the stage for a bumpy FY17

Feb 29, 2016 | Hot Topics

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...
AVEVA’s shares up 10% on “in line with expectations” announcement

ANSYS Q4 revenue up 4%, at low end of guidance

Feb 25, 2016 | Hot Topics

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...
AVEVA’s shares up 10% on “in line with expectations” announcement

Quickies: MuM & GRAITEC earnings surprising

Feb 16, 2016 | Hot Topics

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...