Stratasys sees trouble in maker sales

Stratasys sees trouble in maker sales

Oct 22, 2015 | Hot Topics

Late yesterday, Stratasys announced that Q3 results would be well below expectations, coming in at around $167 million (versus earlier guidance of $155 million to $190 million), with a GAAP net loss of  $155 million to $190 million that’s largely due to asset...
Stratasys sees trouble in maker sales

DS’ Q3 blew past expectations

Oct 22, 2015 | Hot Topics

Dassault Systèmes just announced Q3 results that nicely exceeded July’s guidance of total, non-IFRS revenue of about €665 million; Q3 came in at non-IFRS revenue of €686 million, up 9% in constant currencies. I think that’s also a bit above market...
Stratasys sees trouble in maker sales

Exa’s Q2 shows good progress

Sep 9, 2015 | Hot Topics

Exa reported results last week that show good progress, if not stellar growth. Total revenue in Q2 was $15.5 million, up 4% as reported and up 15% in constant currencies — more or less in line with prior guidance and Wall Street’s expectations. The details: License...
Stratasys sees trouble in maker sales

Autodesk’s Q2 highlights that change is hard

Aug 31, 2015 | Hot Topics

Autodesk reported results on Thursday that highlight exactly how hard it is to predict the transition from boxes/perpetual to subscriptions/ratable. Given all the moving pieces, the Q2 results weren’t awful but the share was still down nearly 5% in...
Hexagon rides diversification wave, Q2 up 5%cc

Hexagon rides diversification wave, Q2 up 5%cc

Aug 11, 2015 | Hot Topics

Hexagon, the parent company of Intergraph, Leica, Vero and other brands you know, reported Q2 revenue of €781 million, up 23% as reported (hold on — the devil is in the details) and a tad ahead of expectations. On an organic, constant currency basis (cc),...
Hexagon rides diversification wave, Q2 up 5%cc

ANSYS’ Q2 shows steady pace

Aug 5, 2015 | Hot Topics

ANSYS today reported Q2 revenue of $235.5 million, smack in the middle of its prior forecast of  $230 million to $238 million and about $1 million ahead of Wall Street consensus. That’s good, and the news sent the share price up about 2%; after the earnings...
Hexagon rides diversification wave, Q2 up 5%cc

Nemetschek’s Q2 up 34%, boosted by Bluebeam

Jul 31, 2015 | Hot Topics

Earnings season continues to roll, with many IT and industrial companies reporting this week. So far, foreign exchange seems the dominant factor for many: fluctuations can cause companies to miss their targets purely because of the math and it can make goods and...
Hexagon rides diversification wave, Q2 up 5%cc

PTC’s FQ3 a story of big deal misses and IoT growth

Jul 30, 2015 | Hot Topics

As PTC announced a few weeks ago, fiscal third quarter (FQ3) revenue was $304 million, below the company forecast of $306 million to $311 million. What happened in the quarter to cause revenue to be below expectations? It comes down to two things: PTC’s reliance on...
Hexagon rides diversification wave, Q2 up 5%cc

Quickie: DS blows by Q2 forecast

Jul 23, 2015 | Hot Topics

Dassault Systèmes reported today that Q2 revenue was €716 million, up 29% as reported (and up 16% in constant currency) year/year. The company had forecast non-IFRS total revenue of around €675 million and just reported non-IFRS Q2 revenue of €723 million. Some of...