PTC’s Q1 shows people like subs — more than PTC thought

Exa’s Q3 up 6% as reported on strong US performance

Dec 3, 2015 | Hot Topics

CFD company Exa reported results today that show how well recent investments in R&D are paying off: The company had solid, 16% constant currency (cc) growth in license revenue that lead to overall 14% cc revenue growth. The details: Total revenue for Q3 was $17...
PTC’s Q1 shows people like subs — more than PTC thought

AVEVA H1 results show possible bounceback

Nov 10, 2015 | Hot Topics

AVEVA announced results for the first half of its fiscal 2015/2016 fiscal year that aren’t nearly as bad as some had suggested, given the company’s weighting towards upstream oil and gas. Lots more after I have a chance to listen to the earnings call...
PTC’s Q1 shows people like subs — more than PTC thought

ANSYS Q3 near top of guidance; sees 9% growth in 2016

Nov 5, 2015 | Hot Topics

ANSYS just announced that GAAP-basis revenue in Q3 was $238 million, up 2% as reported and up 9% in constant currencies — and near the top end of its earlier guidance. Software license revenue was $140 million, flat year/year as reported, while...
PTC’s Q1 shows people like subs — more than PTC thought

TRMB, AZPN report results; Bentley doesn’t

Nov 3, 2015 | Hot Topics

I’m at Bentley Systems’ Year in Infrastructure event in London, so it seems appropriate to look at recent AECish earnings. You may recall that Bentley said it filed with the US Securities and Exchange Commission for an initial public offering of its...
PTC’s Q1 shows people like subs — more than PTC thought

Bluebeam, new product releases lift Nemetschek

Oct 30, 2015 | Hot Topics

Nemetschek continues to rack up impressive growth, reporting that revenue was up 38% in Q3 to €71 million (33% in constant currencies), with the Bluebeam acquisition contributing €11 million. Organic growth, therefore, was 17% (12% to 13% in constant...
PTC’s Q1 shows people like subs — more than PTC thought

PTC’s Q4 revenue down, subs & manufacturing economy

Oct 28, 2015 | Hot Topics

Earnings come, whether I’m there to listen or not. PTC just reported fiscal Q4 and 2015 results — and, at first glance, they’re decent given the change to a subscription model. About to hop on a plane but here are the bare facts: Total revenue in Q4...
PTC’s Q1 shows people like subs — more than PTC thought

Hexagon’s Q3 shows acceleration

Oct 27, 2015 | Hot Topics

Hexagon, the parent company of brands such as Intergraph, Leica and Vero, just announced that total reported revenue was up 14% in Q3 to €742 million; on an organic and constant currency basis, revenue was up 6%. In prepared remarks, CEO Ola Rollén said that Q3 showed...
PTC’s Q1 shows people like subs — more than PTC thought

MuM ups guidance on strong year to date

Oct 26, 2015 | Hot Topics

Germany’s Mensch und Maschine (MuM) today announced that the strong growth it had seen through the first 6 months of 2015 continued in Q3, with total revenue for the year-to-date up 16% as reported to €119 million. M+M Software was up a more modest 8% to €30...