Quickies: 3D Systems, CENIT, FARO & Stratasys

Quickies: 3D Systems, CENIT, FARO & Stratasys

While you’re undoubtedly thinking “beach”, earnings news continues to roll. In general, Q2 seems to have been quite strong but there is concern about the rest of the year, with some companies reporting that activity in Europe started to drop off...
Quickies: 3D Systems, CENIT, FARO & Stratasys

DS’ great Q2 – a step closer to €2 billion

Dassault Systèmes yesterday reported on its second quarter results and raised its guidance for the full year to €2 billion — quite a milestone. But much of the content of the presentation and conference calls wasn’t about last quarter, but about how DS...
Quickies: 3D Systems, CENIT, FARO & Stratasys

PTC: refreshing candor, good results

At the end of the March earnings call, we were left with a couple of questions about PTC. First, can the company improve its sales methodology — forecasting through closing — so that the missed opportunities that bedeviled last quarter don’t...
Quickies: 3D Systems, CENIT, FARO & Stratasys

Nemetschek also sees Europe slowing

Nemetschek’s earnings release today did  little to calm concerns about a slide in engineering software sales in Europe, as it sees customers dealing with a projected economic slowdown. Second quarter results were good, as revenue rose 6% to €43 million to lift...
Quickies: 3D Systems, CENIT, FARO & Stratasys

Quickies: DDD acquires, SAP beats

It’s earnings season, so there’s all sorts of news coming out. Two quick items to note: 3D Systems announced that has acquired Viztu Technologies, the developer of an online platform that turns pictures and videos into printable 3D objects. DDD plans to...
Quickies: 3D Systems, CENIT, FARO & Stratasys

MuM scales back acquisitions

A quick update: German company Mensch und Maschine Software (MuM) announced today that a “solid Q2” build on the success of a “strong Q1” to lead to a “good first half of fiscal year 2012”. Recall that MuM sold its distribution...
Quickies: 3D Systems, CENIT, FARO & Stratasys

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...
Quickies: 3D Systems, CENIT, FARO & Stratasys

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...