PTC’s Q4 revenue down, subs & manufacturing economy

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 Q4 revenue down, subs & manufacturing economy

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 Q4 revenue down, subs & manufacturing economy

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...
PTC’s Q4 revenue down, subs & manufacturing economy

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...
PTC’s Q4 revenue down, subs & manufacturing economy

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...
PTC’s Q4 revenue down, subs & manufacturing economy

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...
PTC’s Q4 revenue down, subs & manufacturing economy

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...