DS’ Q2 ahead on some metrics, not on others

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...
DS’ Q2 ahead on some metrics, not on others

PTC: FQ3 challenging with pockets of strength

Earlier this evening, PTC  reported fiscal third quarter (ended June 30) results that were at the bottom end of expectations — but the headline is that the company sees a tough economic outlook and decided to lower its Q4 forecast. Again. CEO Jim Heppelmann said...
DS’ Q2 ahead on some metrics, not on others

MuM says slow Q2, but demand picking up

A few weeks ago, AVEVA teased that it had seen “good” conditions in the market for its engineering and enterprise solutions, but without giving any numbers. European company Mensch und Maschine (MuM) today painted a slightly different picture,...
DS’ Q2 ahead on some metrics, not on others

AVEVA kicks off earnings in high style

AVEVA announced yesterday that the June quarter was a “good start” to its fiscal 2014; happy investors sent its share price up 14% for the day. These interim announcements don’t include many actual numbers, so AVEVA uses qualifiers to describe...
DS’ Q2 ahead on some metrics, not on others

Exa’s Q1 is back on track

Exa Corporation just announced results for its first quarter of fiscal 2014, which ended April 30, 2013. CEO Steve Remondi said that “revenue for the quarter was at the high end of our guidance, increasing 11%, or 14% on a constant currency basis, from a year...
DS’ Q2 ahead on some metrics, not on others

Earnings update, AEC edition — a mixed bag

This earnings season has been incredibly busy and I have fallen far, far behind in summarizing the highlights. To try to catch up a bit, I’ll be grouping these companies by general product category for you, since that’s so much more useful than chronologically by...
Earnings update, 3D printer edition — looks good!

Earnings update, 3D printer edition — looks good!

This earnings season has been incredibly busy and I have fallen far, far behind in summarizing the highlights. To try to catch up a bit, I’ll be grouping these companies by general product category for you, since that’s so much more useful than...
DS’ Q2 ahead on some metrics, not on others

ANSYS beats some expectations, lowers others

ANSYS is in a no-win situation: reporting the best first-quarter revenue in its history, within its guidance for the first quarter but lower than some financial analysts had expected. Too, like many other tech companies, ANSYS lowered its revenue forecast for the rest...