Dassault Systèmes’ cautious outlook dampens good Q4

Dassault Systèmes’ cautious outlook dampens good Q4

Earnings calls are interesting beasts: on the one hand, company executives have to speak to and perhaps justify the reported results. On the other, they need to spin everything as positively as possible to boost the stock price. Add in investors who may be...
Dassault Systèmes’ cautious outlook dampens good Q4

PTC reports lackluster FQ1, focuses on portfolio

As you undoubtedly know by now, PTC recently announced results for its fiscal first quarter. In a nutshell, FQ1 2013 non-GAAP revenue was $321 million, flat year over year but up 2% on a constant currency basis. License revenue was $79 million, down 11%; excluding...
Dassault Systèmes’ cautious outlook dampens good Q4

Quickies: Hexagon acquires, Geometric reports

Just because we’re off celebrating Martin Luther King Jr. Day or the US Presidential Inauguration, or here in Orlando at SolidWorks World doesn’t mean lots wasn’t happening in the rest of the world. A quick recap of what you might have missed:...
Dassault Systèmes’ cautious outlook dampens good Q4

Quickies: Catching up on earnings

While some of us were out of the office over the holiday break, others were clearly hard at work generating news, including a couple of earnings items. Softech continues to get its financial house in order, completing both a private placement of shares in December and...
Dassault Systèmes’ cautious outlook dampens good Q4

Delcam says Q4 strong, sees record rev in 2012

Delcam Plc, the British maker of design, manufacturing and inspection software, today issued an interim statement that sent its share price up 6% mid-day in London. Why? Because the company announced that it now expects record revenue for 2012 as well as profit before...
Dassault Systèmes’ cautious outlook dampens good Q4

ESI Q3: full steam ahead

ESI Group yesterday reported third quarter revenue of nearly €22 million, an increase of 25% as reported and up 20% in constant currencies. CEO Alain de Rouvray said that growth was “balanced between the various sectors and geographical zones, with a high rate...
Dassault Systèmes’ cautious outlook dampens good Q4

Autodesk reports bumpy FQ3

As you probably know by now, Autodesk missed its fiscal third quarter targets, citing a weakening global economy as undoing any gains made by its improved execution over FQ2. There were pockets of good and not so good — a lot like a bumpy flight across the US....
Dassault Systèmes’ cautious outlook dampens good Q4

AVEVA H1 2013 revenue up 15%

Switching gears from the day’s activities here in Amsterdam but still staying with the infrastructure/AEC theme, here is a quick update on AVEVA’s solid results for the first half of fiscal 2013, with broad-based growth reported in many regions,...
Dassault Systèmes’ cautious outlook dampens good Q4

PTC, DS results highlight strategic differences

Earnings news from engineering IT companies has been a mixed bag of late: misses and downgrades of expectations for the remainder of 2012 but also some stronger-than-expected results. Why did each company report as it did and what can we learn about the demand for...