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

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

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

Yay! Stratasys sees slow return to growth in 2016

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

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

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

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

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

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...