AVEVA’s F12 ahead on all counts

May 30, 2012 | Hot Topics

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

May 25, 2012 | Hot Topics

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”

May 18, 2012 | Hot Topics

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

May 17, 2012 | Hot Topics

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

May 15, 2012 | Hot Topics

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

May 14, 2012 | Hot Topics

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...

Hexagon’s Q1 upbeat, trouble in SG&I

May 10, 2012 | Hot Topics

Hexagon AB, the parent company of Intergraph, Leica and other brands, reported results for the March quarter earlier this week. CEO Ola Rollén characterized the group’s overall performance as a good start to the year, but reflecting uneven performance across regions...

Quickies: Nemetschek and Trimble

May 4, 2012 | Hot Topics

Earnings are threatening to get too far ahead of me! A quick catch-up on two that you need to know about, Nemetschek and Trimble. Recall that Nemetschek is Europe’s largest AEC software supplier and that Trimble is increasingly important in engineering software, with...

ANSYS’ good Q1 disappoints investors

May 4, 2012 | Hot Topics

ANSYS reported results yesterday that were actually quite good, yet the company’s stock price went down 10% for the day and is down another 2% as of the opening of the markets today. CEO Jim Cashman was his usual upbeat self on the earnings call, most analysts seemed...

AspenTech CEO: “A year ahead of plan” in Q3

May 2, 2012 | Hot Topics

Aspen Technology’s transition from a perpetual sales model to one based on subscriptions continues. For the quarter ended March 31, AspenTech’s FQ3, total revenue was $61 million, up increased 17% from $52.6 million a year ago. Subscription and software...