The ups & downs of license model choice

The ups & downs of license model choice

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...
The ups & downs of license model choice

Quickies: DS preannounces Q3 miss, Hexagon acquires

It’s a holiday for some here in the US, but the PLMish world hardly slows down! First up, Dassault Systèmes announced that it had missed its Q3 targets, with preliminary data showing non-IFRS revenue of €496 million, €24 million short of the company’s...
Autodesk says it plans relatively minor restructuring

Autodesk says it plans relatively minor restructuring

Autodesk just filed a form 8-K with the US Securities and Exchange Commission that says that the company is restructuring to reduce both staff and facilities — although it’s not saying how many people, from which parts of the business, or which facilities...
The ups & downs of license model choice

Rand divests, focuses for fiscal 2014

Rand Worldwide, the Autodesk reseller and provider of proprietary solutions, just announced that revenue for the fiscal year ended June 30 was up slightly, but the accounting effect of the sale of its international operations led to a sharp decline in net income. The...
The ups & downs of license model choice

Quickie: Exa’s Q2 revenue up 7% but cautious

Exa Corp. today reported fiscal Q2 revenue of $12.7 million, up 7% as reported and up 10% in constant currencies. CEO Steve Remondi said in the press release that “the return to customer spending that we started to see at the beginning of the year continued in...
The ups & downs of license model choice

3D Printing Earnings: up Up UP

Things are jumping in the world of 3D printing. We’ve got earnings, partnerships, acquisitions and boosters so let’s get right to it. If you’re a veteran, be sure to read the last paragraph. Some are predicting that the market for 3D printing is...
The ups & downs of license model choice

Autodesk Q2 revenue down, AEC investments pay off

So this is interesting: I’m watching Autodesk’s share price the morning after the company announced relatively dismal results for its second quarter — and the price is climbing. Last night, after the market closed and Autodesk released its earnings...
The ups & downs of license model choice

ANSYS Q2 revenue up 10%, sees some volatility

ANSYS struggled in Q1 and, apparently, at the start of Q2 but seems to have ended the quarter with a bang. CEO Jim Cashman told investors that Q2 saw strong contributions from all parts of the business, across all product areas and from software license, maintenance...
The ups & downs of license model choice

DS’ Q2 ahead on some metrics, not on others

Dassault Systèmes’ earnings announcements keep getting more complex, mixing lots of different revenue metrics, acquisitions, currency and abstruse international accounting. FQ2 2013 was no exception. Let’s see what we can figure out. The most obvious point from...