Autodesk rev flattening out, license up seq

Autodesk reported surprisingly solid results today, as FQ3 was the first quarter in 5 that showed sequential stabilizing in almost all categories of business, the exceptions being Asia Pac and Manufacturing. The outlook is improving too, as the company gave a modest...

AVEVA: Lower costs, resilience in oil & gas, cautious 2010

AVEVA Group gave further insight into its business performance in the last six months, reporting that revenue had declined 6.5% to £69.9 million as “challenging” market conditions affected its end-user markets. Though decline is markedly lower than that seen by other...

Is SAP debuting new licensing schemes?

Sort of. Over the last few months, SAP and its customers have made the news by signaling changes in the way the software giant licenses its product and prices maintenance. The most recent news has SAP experimenting with flat-rate pricing and extended payment plans for...

Quick hits: news roundup

We’ve been so focused on the big news of last week (in case you missed it, Dassault Systèmes is buying the DS-focused IBM PLM division of IBM and PTC and DS announced earnings) that a lot of other noteworthy items slipped under the radar. A quick recap: How long...

DS: Holding steady

Good things come in twos (so far): Dassault Systèmes reported that Q3 performance was as expected, with total revenue of 291.7 million euros and software revenue of 255.6 million euros, both down 8% from a year ago but essentially flat with Q2. Keep in mind that Q3 is...

PTC: Things are looking up!

The good news: things are looking up enough for PTC to forecast actual growth for next year – not couched in terms of “constant currency” or using non-GAAP measures. Actual growth! The bad news, of course, is that 2009 was a dismal year by many measures. PTC...

The DS/IBM deal changes the PLM sector

Regardless of whether you like the deal DS struck to buy the IBM PLM business, it does change the dynamics within the PLM sector. From a competitive perspective, DS will now face the same issues of access that PTC and Autodesk face: can their sales reps get in to see...

Some questions resolved in DS/IBM deal

But some questions remain. First the answers from today’s analyst call. Keep in mind that DS couldn’t answer some of the most pointed questions because IBM PLM is a non-reporting piece of a public company and, as such, DS can’t disclose the unit’s financials. • This...

Earnings preview: good news ahead?

PTC, Dassault Systèmes (DS) and ANSYS report third quarter earnings over the next ten days, so it’s time for a preview. Each company has kept a tight lid on things, so only insiders know what will be reported but we can look to other company’s reports for...

Good news from AVEVA

AVEVA Group today gave preliminary information on its results for the six months ended September 30 — and it’s surprisingly good. In a press release, AVEVA says that large new capital projects are hard to come by, but that customers’ existing projects and...