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

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

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

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

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

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

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

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

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

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

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...