Earnings | Schnitger Corporation

Exa’s Q1 falls short — but for a good reason

May 31, 2014 | Hot Topics

Exa announced Q1 results on Thursday that were good, not great. Revenue was just under $14 million, at the low end of the company’s guidance but still up 10% year/year (y/y). Exa CEO Steve Remondi told investors that a few passenger car and heavy vehicle...

AVEVA’s marine woes may be over, eyes acquisitions in FY15

May 30, 2014 | Hot Topics

New product gaining traction in the market? Check. Problematic end-industry apparently reviving? Looks like it. Costs under control? Yup. More acquisitions? Yes, please. AVEVA’s recent earnings announcement hit all the high notes and investors loved it, sending...

Autodesk’s Q1 a study in moving parts

May 29, 2014 | Hot Topics

There’s been no shortage of news from Autodesk lately, what with new licensing options, acquisitions, 3D printing and an RV touring the US*, so it’s no surprise that the Q1 earning call tried to put it all in perspective. CEO Carl Bass addressed the 3D...

Morning coffee: deals, cars and snowmelt. Yup.

May 27, 2014 | Hot Topics

So here we are, just a few days from June. Where does the time go? It’s full-on user conference season so there’s more to cover than ever — let’s get right to it. It’s the Economy … … And it continues to send and receive mixed signals....

ANSYS channel worries, Russia drag down Q1

May 9, 2014 | Hot Topics

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

May 7, 2014 | Hot Topics

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?

Apr 28, 2014 | Hot Topics

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

Apr 25, 2014 | Hot Topics

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

Apr 24, 2014 | Hot Topics

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

Apr 17, 2014 | Hot Topics

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...