ANSYS Q3: Good but slowing down?

Nov 4, 2010 | Hot Topics

ANSYS reported Q3 results that show continued improvement over 2009, though perhaps dampened as the market awaited the arrival of the 13.0 release of products and as pent-up demand from last year is exhausted. •Total revenue was $139.8 million, up 9% from a year ago...

Earnings: AspenTech, Hexagon, Nemetschek

Nov 2, 2010 | Hot Topics

We’re in the midst of earnings season; keeping up is proving more challenging than usual. Here are a few quick thoughts on recent reports: •Aspen Tech announced results today that show continued momentum from fiscal 2010 (ended in June).  For the first quarter, Aspen...

Done Deal: Intergraph is now a Hexagon company

Oct 29, 2010 | Hot Topics

Yesterday, while we were busy trying to digest all Dassault Systemes’ earnings and PTC’s Creo announcement, Hexagon quietly closed its acquisition of Intergraph. Back in July, Hexagon announced that it wanted to acquire the US-based seller of plant design and...

PTC hits a billion

Oct 27, 2010 | Hot Topics

PTC released results on Tuesday that showed that it returned to the billion dollar level in fiscal 2010, returning to a growth trajectory that stalled in 2009.  For those keeping track, PTC last reported a billion dollars in revenue for two consecutive years in 1999....

AVEVA: Last six months were mixed

Oct 12, 2010 | Hot Topics

AVEVA today offered a brief update on its performance for the first half of its fiscal year, from April 1 to September 30. There were no numbers or real details, but the company did say that its end-markets are still recovering from the global economic meltdown: the...

ESI reports license revenue up 13%

Sep 14, 2010 | Hot Topics

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

Sep 13, 2010 | Hot Topics

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

Sep 2, 2010 | Hot Topics

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

Aug 21, 2010 | Hot Topics

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

Aug 10, 2010 | Hot Topics

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: •...