Dassault Systèmes: Done with 2009, ambitious for 2020

Dassault Systèmes reported results last week that showed revenue declined in all major products lines and all geographies, with the company’s large installed base providing a nice cushion of recurring revenue that forestalled an even more dramatic decline. DS has put...

Dassault Systèmes Q4: slow recovery

Dassault Systèmes’ earnings call is in an hour, so this is all gleaned from the materials released earlier today. Much more color commentary coming later:For Q4, • total revenue was €339.0 million, down 11% as reported from a year ago, but up 16% from Q3. For the sake...

Measuring: Are you #1 or #2?

This is the second in a series of posts exploring business metrics and their usefulness in the engineering software space. This article focuses on two types of external metrics companies can use to measure their market success: market share and category penetration....

PTC blows by targets in FQ1, ups guidance for the year

As previewed last night, PTC announced startlingly strong results for the December quarter, 2009. To recap, total revenue was up 8%, led by a very strong rebound in license revenue. Not surprising, maintenance revenue was down, since it’s driven by license sales in...

PTC reports solid December quarter, license up 48%

PTC just reported results for the fiscal first quarter. Quick points: • Q1 revenue of $258 million, up 8%, driven by license growth of 48% • PLM license revenue was $45 million, up 143% year-over-year • PTC reports a slight year-over-year decline in maintenance and...

AVEVA says recent performance is “Satisfactory”

In the opening salvo of earnings reports in the greater PLM universe, AVEVA Group today issued an interim statement saying that its performance since October 2009 is “satisfactory” as the company has seen resilience in the oil, gas and power segments, especially in...

AspenTech feels the pain of license transition

Aspen Technology, a company you don’t usually see me writing about, today announced results for its first quarter of fiscal 2010. AspenTech creates chemistry, process management and supply chain solutions for the oil and gas, chemical and other industries and is...

ESI reports Q3 sales up 3% on strong growth in services

ESI Group reported reasonably good results for the third quarter today, as total revenue grew 3.2% to €13.8 million in what is typically the company’s weakest quarter. License revenue declined almost 6% to €8.5 million when compared to a year ago, slowing the steep...

The SEC, ANSYS and deal ethics 101

My browse of the morning news turned up a Wall St. Journal story that the US Securities and Exchange Commission (SEC) is looking at how brokers, hedge funds and others dealt with information about, among a dozen other deals, ANSYS’ acquisition of Ansoft.Before we all...

Q3: So, how did we do?

It’s always hard to create context around companies whose businesses, and business models, are so different but we can draw a couple of conclusions now that Autodesk, Dassault Systèmes and PTC have reported for the summer quarter: • Starting at the top: all three...