Autodesk’s FQ4 caps off a great year

Feb 27, 2015 | Hot Topics

Last night, Autodesk reported results for fiscal Q4 and fiscal 2015 (ended January 31) that, well, beat just about all expectations. I need to study the details but: Total revenue was up 13% percent to $665 million in FQ4, versus an analyst consensus of $650 million...
Rand’s CQ4 suffers from a tough comparable in 2013

Rand’s CQ4 suffers from a tough comparable in 2013

Feb 20, 2015 | Hot Topics

Rand Worldwide’s fiscal Q2, ending on December 31, 2014 revenue was down as reported year/year (y/y) to $22.4 million — but, excluding one really big sale a year ago, total revenue was up nearly 8%. You may remember that Rand has been reinventing itself, buying back...
Rand’s CQ4 suffers from a tough comparable in 2013

MuM’s Q4 revenue up 15%

Feb 11, 2015 | Hot Topics

Yesterday’s gloomy Trimble news wasn’t the start of a trend, it would appear. Today,  Mensch und Maschine, the Autodesk VAR and developer of software under the OPEN MIND and other brands, reported that Q4 revenue was up 15% to €37 million, boosting sales...
Rand’s CQ4 suffers from a tough comparable in 2013

Trimble had a tough Q4, revenue down 6% y/y

Feb 10, 2015 | Hot Topics

Well, this is a bit of a shock after the mostly upbeat results we’ve been getting from engineering software companies: Trimble’s Q4 revenue was $564 million, down 6% and at the low end of the company’s guidance. Wall Street consensus was $579.4...
Rand’s CQ4 suffers from a tough comparable in 2013

Hexagon’s 2014 ended strong; PP&M, up 14%

Feb 6, 2015 | Hot Topics

Yesterday we had solid growth from DS, a company still deriving most of its revenue from discrete manufacturing industries. How did the AEC/infrastructure/metrology world fare in Q4? Hexagon says it went well, as organic revenue was up 18% as reported and up 9% on an...
Rand’s CQ4 suffers from a tough comparable in 2013

DS reports Q4 revenue up 19%, software up 16%

Feb 5, 2015 | Hot Topics

Dassault Systèmes just reported a Q4 that should make investors quite happy. In Paris, the share price is up around 5% at mid-day local time. Total IFRS revenue was €673 million, up 19% as reported and up 16% in constant currency (cc), right in the middle of guidance,...
Rand’s CQ4 suffers from a tough comparable in 2013

So much news — so little time: ADSK, ANSS, SSYS

Feb 4, 2015 | Hot Topics

Wow – what a day. And it’s not even 9AM! First up, Autodesk says that most new commercial seats of standalone software will be sold via subscription beginning on February 1, 2016. From the company’s perspective, this move creates revenue stability and...

Nemetschek Q4 up 26%, F14 up 18%, ahead of forecasts

Feb 3, 2015 | Hot Topics

Nemetschek Group, parent company of Nemetschek, Graphisoft, VectorWworks and other brands, just announced that it blew past forecasts to close out 2014 on a very high note. Q4 revenue was up 25.7% to €65.0 million on organic growth of 12.6%. Total revenue for the year...