Exa’s Q3 at low end of guidance even with strong license growth

ESI’s Q3 stalls, momentum expected in Q4

While the US was busy with turkey day, ESI announced Q3 results that show strength in Europe that did not offset weakness in other parts of the world. License revenue continues to hold steady, though without much growth momentum, while the “refocusing” of the services...
Exa’s Q3 at low end of guidance even with strong license growth

Autodesk customers flocking to subs, boost FQ3

Autodesk reported results last night that show its transition to subscriptions is picking up steam. Total revenue was up 11% to $618 million, knocking both its own forecast of around $600 million and the investment analyst consensus out of the park. Delcam, acquired...
Exa’s Q3 at low end of guidance even with strong license growth

Quickie: Cimatron’s Q3 up 8% y/y

Cimatron just reported results for Q3. Revenue  was up 8% year/year to $11.2 million, making it the 18th consecutive quarter with year/year revenue growth in constant currencies. The company has been pressured to articulate a strategy for additive manufacturing, for...
Exa’s Q3 at low end of guidance even with strong license growth

AVEVA announces H1, inline with September reset

AVEVA today announced fiscal H1 2015 revenue of £86 million, down 21% year/year — basically as announced in October. The good news: no new bad news. I still need to parse the details, but at a high level: The company reported strength in China, India and parts...
Exa’s Q3 at low end of guidance even with strong license growth

MuM’s VAR business strong — own software, too

Mensch und Maschine Software, Autodesk’s largest European reseller but also a software developer in its own right, just announced Q3 results that were, well, darned good. Revenue was up 14% year/year (y/y) to €32 million. Revenue from the company’s own...
Exa’s Q3 at low end of guidance even with strong license growth

DS reports solid Q3, led by direct channel & big accounts

Dassault Systèmes today reported results for Q3 that show its direct sales channel continues to perform well, growing the company’s presence within its largest customers. More analysis to come, but the highlights of the earnings release are: Total revenue in Q3...
Exa’s Q3 at low end of guidance even with strong license growth

3D Systems warns, cites production delays not demand

3D Systems just announced that it now expects Q3 revenue of $164 million to $169 million, about $20 million shot of Wall Street’s expectations, and full-year revenue between $650 million and $690 million — far short of the $700 million to $740 million...
Hexagon reports Q3 revenue up 12% including Vero

Hexagon reports Q3 revenue up 12% including Vero

About to dash to the day’s sessions at the Siemens CAE and Test Symposium, but thought you needed to know: Hexagon reports that net sales were up 12% to €648.6 million; excluding acquisitions (such as Vero) and currency, total revenue was up 8%. We’ll...