Nemetschek’s Q2 up 34%, boosted by Bluebeam

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...
Nemetschek’s Q2 up 34%, boosted by Bluebeam

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...
Nemetschek’s Q2 up 34%, boosted by Bluebeam

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...
Nemetschek’s Q2 up 34%, boosted by Bluebeam

MuM reports H1 up 15%, VAR up 10% or so ex-fx

Jul 22, 2015 | Hot Topics

German reseller and software developer Mensch und Maschine (MuM) releases its earnings shortly before other PLM companies and often signals whether the market is doing well — if the company’s Q2 report is anything to go by, it should be a decent earnings...
Nemetschek’s Q2 up 34%, boosted by Bluebeam

AVEVA’s trading update: all going as planned

Jul 14, 2015 | Hot Topics

AVEVA issued another one of its periodic trading updates last week: In a very brief statement, AVEVA said that it hasn’t seen any change in the business climate since its May report and that the continued strengthening of the British pound continues to drag down...
Nemetschek’s Q2 up 34%, boosted by Bluebeam

PTC starts earnings with a warning, deals slipping

Jul 13, 2015 | Hot Topics

PTC last week said that its fiscal third quarter (ended June 30) would be a bit light, as it expects to report GAAP revenue of $303 million, short of its own forecasts and analysts consensus of $310 million and down about 10% from a year ago. Not surprising, then,...
Nemetschek’s Q2 up 34%, boosted by Bluebeam

Bentley Systems files preliminary paperwork for an IPO

Jul 8, 2015 | Hot Topics

Not to be all-Bentley-all-the-time, but … this is big news. This morning Bentley Systems announced that it’s filed preliminary documents with the US Securities and Exchange Commission (SEC) for an initial public offering (IPO) of its class B shares. This...
Bentley Systems at 30 — no slowing down

Bentley Systems at 30 — no slowing down

Jul 6, 2015 | Hot Topics

Who are these handsome young men and women? None other than the founders and first employees of Bentley Systems, the AECO company, taken in 1986 in front of what must have been a very sweet ride: Bentley Systems turned 30 last year, a milestone celebrated in the...
Nemetschek’s Q2 up 34%, boosted by Bluebeam

Exa’s Q1 up 7% as reported, up 18% in cc

May 28, 2015 | Hot Topics

Exa Corp. just reported that FQ1 revenue was up a strong 7% as reported and up 18% in constant currencies to $14.8 million, right in the middle of the earlier forecast of $14.5 million to $15.1 million and ever so slightly ahead of Wall Street’s consensus. More...