ANSYS channel worries, Russia drag down Q1
ANSYS’s announcement that it was buying SpaceClaim took the spotlight off its Q1 earnings, but those deserve a look, too. The company reported Q1 revenue of $215 million, up 9% from a year ago, with software revenue up 6% to $126 million and maintenance and...
Encouraging new license sales lead DS to “decent” Q1 2014
Dassault Systèmes reported Q1 results that were decidedly mixed. Total revenue was up but that growth was largely due to acquisitions — and, even then, most of the increase was in services, thanks to the RTT acquisition. Unusual for a traditional software...
Morning coffee: manufacturing, earnings, ice and … tuna?
Wow, what a week! Let’s see: earnings, COFES, earnings, meetings, briefings … There’s lots more coming from me over the next few weeks about COFES and earnings but here are some highlights and news we all need to catch up on. It’s the Economy … Big...
Quickie: DS earnings highlight V6 deployments
Thursday was a complicated day. PTC and Dassault Systèmes announced earrings for the March quarter and I had to leave midday to catch a flight to Phoenix for COFES. I was able to do an extensive post on PTC’s earnings (here) but will have to defer a longer...
PTC has its eye on the ball: CAD, PLM rev up as SLM leads growth
Once again the Internet of Things dominated PTC’s earnings call — and no wonder: it captures the imagination as a huge opportunity and is a concept that people can understand. As excited as PTC CEO Jim Heppelmann is about ThingWorx, he’s quite clear:...
Bentley just shy of $600m in 2013, fastest growth in prof services
Bentley Systems just shared a bit of what it is seeing in the world — unusual because it’s a privately held company and important because it is by far the largest software vendor focused only on AEC. Bentley has published its annual report and held a...
Nemetschek optimistic about 2014
Back in February, Nemetschek announced preliminary results that were pretty good — growth accelerated towards the end of 2013, with Q4 coming in at €52 million, up 9% year/year. Full year revenue was up 6% to €186 million. Today the company confirmed those...
Exa: strong end to FY14; optimistic for FY15
Exa Corporation, maker of PowerFlow and related CFD applications, reported results last night that delighted investors enough to boost the share up 11% at the open and up 4% as things calm down a bit in mid-day trading. One investor wrote that the combination of two...
