ESI reports license revenue up 13%

ESI Group today reported results for the first half of 2010 – and they were pretty good, reflecting the general improvement in the end-markets ESI serves. CEO Alain de Rouvray said in a press release, “The first half of the year witnessed a more robust...

AspenTech Q4 pretty good but still in transition

Aspen Tech last week (finally) announced results for the fourth quarter and fiscal year ended June 30, 2010. If you recall, AspenTech is in the middle of a painful transition, moving customers from a traditional perpetual license model to subscriptions and taking...

SGI 1 year later

Schnitger Corp. doesn’t normally cover the financial releases of hardware companies but this one is special: SGI announced financial results on August 31 for its first full year under Rackable’s ownership. (If you recall, Rackable bought SGI and promptly changed the...

News bits

Sorry, guys — it’s been crazy. There’s a lot going on the in the greater PLM universe and I wish I had time to offer a cogent analysis each happening, but I don’t. Rather than leave you hanging, here are several of the things I found most compelling last week:...

Autodesk Q2: My $.02

A lot has hit the media in the last few days about what exactly Autodesk will report on Thursday, when it makes public its Q2 2011 results. Its share price has gone up and gone down on the “news”, much of which has been correct, but some … not so much: •...

ANSYS reports good Q2, sees volatility ahead

ANSYS reported Q2 results today that met the company’s earlier forecasts but foreshadowed a coming slowdown. Total revenue for Q2 was $137.8 million, up 12.9% from $122.0 million a year ago and up 15% for the year-to-date — showing the same slowing that was...

Hexagon reports Intergraph deal on track

Hexagon announced earnings results today that show it is progressing nicely in its present business: Q2 revenue was up 16% due to a pick up in the pace of recovery in its NAFTA and EU regions. (An aside: it’s nice to see recognition that the US is not the only market...

PTC reports solid Q3, worries about Q4

PTC announced fiscal third quarter results on July 28 that were strong in retrospect but not so hot on futures. FQ3 results were above the revised guidance issued last month: Total revenue was up 7% over last year revenue at $243 million, led by license revenue growth...

AVEVA: On track, North America “subdued”

AVEVA today issued a statement about business conditions during the just-ended June quarter. Like Autodesk during its Investor Day, AVEVA sees gradual improvement in the global economy. During the quarter, AVEVA saw strength in the oil and gas sector, especially in...

ESI reports slight decline in FQ1

ESI Group reported yesterday that sales for the first quarter of FY2011 were €16 million, down 3% from a year ago on a decline in services revenue that was not offset by slightly higher license sales. License revenue was €11 million euros, essentially flat when...