DS ends strong, cautious about 2012

Feb 12, 2012 | Hot Topics

Dassault Systèmes (DS) reported really good results for its fourth quarter and for fiscal 2011 yet the share price fell, as investors expected a more positive outlook. But let’s close 2011 first, shall we? For Q4: • Total revenue was €512 million, up 11% as reported...

Hexagon sets new goals

Feb 12, 2012 | Hot Topics

I’m in San Diego for SolidWorks World, looking out at the harbor and trying to catch up on last week’s news. It’s in the 50s here, cloudy and windy. Wonderful for this New Englander, but cold to the natives who huddle around outdoor propane heaters. It’s likely colder...

Trimble growing ahead of expectations

Feb 5, 2012 | Hot Topics

A quick update on Trimble, which reported Q4 and fiscal 2011 on February 2, 2012. The company had expected revenue growth of about 20% for 2011, but wound up acquiring at a rapid clip that lead it to report FY 2011 revenue of $1.64 billion, up about 27% over FY...

AspenTech continues its reinvention

Jan 31, 2012 | Hot Topics

AspenTech continues its turnaround, with total revenue climbing 34% to nearly $67 million for the second fiscal quarter ended December 31. The transition from paid-up license/maintenance revenue recognition to subscriptions has been rocky with the company not yet near...

Delcam reports nice surprise

Jan 30, 2012 | Hot Topics

In case you missed it, Delcam also gave a trading update last week. The UK-based maker of CAM solutions said that it saw a “strong finish” to 2011 with “profit before tax to be ahead of current market forecasts of £3.2m (stated before share option charges of £0.1m)....

AVEVA confident of a successful F12

Jan 27, 2012 | Hot Topics

The earnings news so far has been almost giddy, both retrospectively as PTC and SAP strong December quarters and looking forward as both companies project strong growth for 2012. AVEVA tamped that down a bit today, releasing an Interim Management Statement (no...

PTC has great FQ1; realigns for future

Jan 26, 2012 | Hot Topics

PTC continues to roll, reporting solid results for its fiscal first quarter ended December 31, 2011 and raising its forecasts for fiscal 2012. For the quarter, PTC reported total revenue of $318 million, up 19% from a year ago, helped by $18.5 million contributions...
SAP has great 2011, but cloud is tiny

SAP has great 2011, but cloud is tiny

Jan 25, 2012 | Hot Topics

SAP today announced Q4 and full-year 2011 results that confirm its news release on January 13. In a nutshell, total revenue in 2011 was €14.2 billion, up 14%, while software revenue was just under €4 billion, up 22% from a year earlier (helped by the Sybase...

SofTech: sequential increase

Jan 12, 2012 | Hot Topics

Ahh, earning season. Get ready, ‘cause here we go. By all accounts, 2011 wasn’t bad — global economies were tense, foreign exchange rates were unpredictable, wars continued and natural disasters too, but consumers kept buying because … that’s what they do....

SofTech’s reinvention continues

Jan 4, 2012 | Hot Topics

Welcome back! I love how quiet the world gets around the end of each year, with even junk email slowing to a trickle. Then the new year starts, full of bustle and purpose. A lot of news tends to get lost in that transition so I’ll try to get us all caught up over the...