AVEVA’s update signals all calm

AVEVA’s update signals all calm

AVEVA today scooped the other public engineering software companies and provided a glimpse into its business since April 1. The company says things are going according to plan. Demand from the oil and gas vertical is strong, power is “steady” and marine is...
AVEVA’s update signals all calm

Q1 recap/Q2 preview: What we’ll be looking for

As we prepare ourselves for the onslaught of Q2 earnings reports, it’s helpful to look back at Q1 to see patterns that (perhaps) foreshadow future results and identify areas that were causes for concern last quarter. To help with this analysis, we’ve...
Exa Corp. may IPO this week

Exa Corp. may IPO this week

There’s been a lot of investment and acquisition activity among engineering software companies, but very little of the “going public” hoopla that recently surrounded Facebook’s IPO. Will this week’s possible IPO of CFD maker Exa change...

ESI reports FQ1 revenue up 22%

ESI Group, the French CAE company, today announces that results for its first fiscal quarter (ended April 30, 2012) were “buoyant”, with revenue up 22% from last year to €21 million. CEO Alain de Rouvray said that this growth shows continued momentum in the adoption...

AVEVA’s F12 ahead on all counts

It’s hard to come up with a single headline. Total revenue: £195.9 million, up 13% and ahead of analysts’ forecasts of £192 million. Profit before tax of £62.3 million versus median estimate of £61.5 million. Cash balance of £178.9 million against...

More on Cimatron’s Q1

Cimatron announced results last week while I was at the Altair user conference. I’ve had a chance to listen to the earnings call replay, and have a bit more to add to last week’s quick post: CEO Danny Haran said on the call that “Q1 of 2012...

Autodesk’s Q1 “Solid, uneven”

Autodesk announced results last night for the quarter ended April 30. While pretty good retrospectively, the company’s outlook was cautious, leading to a sharp decline in the company’s share price morning. The good: total revenue was up 11%, revenue from Asia hit a...

Cimatron reports strong Q1

Another quick update, since I’m now at the Altair HyperWorks Technology Conference — it’s user event in Detroit. Cimatron reported good results for Q1, with revenue up 11% to just under $10 million. Better, depending on perspective, was that operating profit...

Rand Q3 revenue down y/y, profit too

A real fast update today — I’m at the Bentley Systems user conference — but this is important, too. Rand Worldwide today announced that revenue in its fiscal third quarter was down 18% from last year to $22.4 million but basically flat sequentially. Tight...

Quickies: CENIT and Stratasys

Did you think earnings season is over? Nope. Not yet. This week we’ll hear from Rand, Autodesk and Cimatron on their most recent quarters. But first, a bit of catch-up from last week, when I was at Siemens PLM World. CENIT says its start to 2012 was better than...