Autodesk’s FQ4 caps off a great year
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...
A quick preview on a busy earnings day: ANSYS, 3D Systems, FARO
I’m at REAL 2015, the reality capture/compute/create event hosted by Autodesk in San Francisco. It’s been stunning so far to hear from artists, museum curators, city planners, architects, builders and others how they view today’s emerging technologies — and the...
Rand’s CQ4 suffers from a tough comparable in 2013
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...
DS’s Q4 results show that diversification works — no surprise!
Dassault Systèmes recently announced results for its fourth quarter and full-year 2014 (summarized here) that show how well the company’s diversification strategy is working. Start with a growing cushion of repeatable revenue from core products and industries,...
MuM’s Q4 revenue up 15%
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...
Trimble had a tough Q4, revenue down 6% y/y
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...
Hexagon’s 2014 ended strong; PP&M, up 14%
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...
DS reports Q4 revenue up 19%, software up 16%
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,...
