AVEVA hints at good Q3, is “performing well”

AVEVA hints at good Q3, is “performing well”

Jan 27, 2014 | Hot Topics

AVEVA today issued one of its periodic interim statements, press releases that don’t say much but hint a lot. The big headline: things are going well and conditions haven’t changed since the company’s November report. AVEVA said that business in...
AVEVA hints at good Q3, is “performing well”

PTC’s Q1 call blends caution, excitement

Jan 23, 2014 | Hot Topics

PTC kicked off earnings in style last night, providing more details on the barebones announcement made in December with the acquisition of ThingWorx. The Internet of Things (IoT) was a big topic on the investor call as PTC continues to educate its investors about the...
AVEVA hints at good Q3, is “performing well”

PTC closes year with an IoT acquisition

Dec 30, 2013 | Hot Topics

Well, that’s cool. PTC may have won the prize for last acquisition in 2013, snapping up ThingWorx for $112 million plus a possible earn-out of up to $18 million. PTC’s press release says that ThingWorx, which markets a platform that enables companies to...
AVEVA hints at good Q3, is “performing well”

Quickies: CAE earnings show fx, momentum effects

Dec 13, 2013 | Hot Topics

It’s been a busy Fall — and Winter is creeping up fast while there are still Q3 earnings to write about. Crazy, right?! We’re tackling them one PLM-subgroup at a time. Last up, AEC; this time, CAE. ESI reported yesterday that Q3 (which for them ended...
AVEVA hints at good Q3, is “performing well”

Quickies: AEC earnings show upswing in construction

Nov 20, 2013 | Hot Topics

Time to catch up! Nearly 15 companies reported September quarter earnings while I was away, so to get a the general sense of what they’re reporting I’m going to be summarizing them all over the next few weeks. Today, we’re looking at AEC, the world...
AVEVA hints at good Q3, is “performing well”

AVEVA’s H1 shows strength in design

Nov 19, 2013 | Hot Topics

AVEVA yesterday announced results for the six months ended September 30 that were both in keeping with the upbeat tone of the interim statement released at the end of the June quarter and the more cautious economic sentiments we’ve heard elsewhere, especially...
AVEVA hints at good Q3, is “performing well”

PTC’s 2013 — what a difference a Q makes!

Nov 18, 2013 | Hot Topics

Sometimes you can hear glee over the phone wire, can’t you? At roughly the same time that Dassault Systèmes announced that it missed its September quarter objectives, PTC’s CEO Jim Heppelmann was telling Wall Street that total revenue for the quarter was...
AVEVA hints at good Q3, is “performing well”

Hexagon’s Q3, Shell & rentals

Nov 6, 2013 | Hot Topics

While I was wandering in East and North Yorkshire, 3D Systems, Accelrys, FARO, Hexagon, Nemetschek and other companies announced results for the September quarter. Time for recaps so, first up, in keeping with the Plant/Infrastructure theme we have going, let’s...
AVEVA hints at good Q3, is “performing well”

The ups & downs of license model choice

Oct 17, 2013 | Hot Topics

We learned earlier this week what can happen when customers are offered a choice and pick something unexpected: Dassault Systèmes announced that it failed to meet its third quarter 2013 revenue goals, in part, because more customers opted for rentals/subscription than...