MSC beats expectations

MSC Software posted good results today, with total revenue up 11% from last year to $63.7million. Revenue from large deals was up significantly, as both the size of the average largedeal and the number of large deals increased markedly. MSC reports that a year ago...

PTC not for sale?

On today’s earnings call, PTC CEO Dick Harrison was asked to comment on thewidely-circulated rumor that PTC was for sale. Replied Harrison, "We’re not shopping thecompany." So there.

Earnings: so far, so good

Here we go! The PLM earnings season starts today: so far, 2 of 2 companies have reportedsolid calendar Q3 results but see rocky times ahead. Quick hits:- MSC did not announce earnings (that’s next Tuesday) but did file a series of forms with theSEC about changes...

From the Nasdaq to Paris

If, like me, you have a little stock chart on your browser screen, you’ll notice a lot of zeroesnext to the DASTY symbol. No reason to panic. Dassault Systèmes (DS) stopped trading onthe Nasdaq as of today, October 16, 2008. That’s not a surprise: the...

What, exactly, is a seat?

A few weeks ago I pointed out that most public companies put information into their earningsreleases that leads to … shall we say, less than clarity?Autodesk is a champion at providing reams of information that turn out to be not so useful. Inits fiscal second...

MSC Q2 earnings release provides some unusual factoids

MSC Software, like most public companies, provides information in its quarterly earnings releases that leave analysts wondering why a particular nugget was worthy of inclusion. Since all information provided is fair game, following are a few additional conclusions...

ANSYS glitters — again

ANSYS once again announced results that beat expectations – for something like the 50thtime in a row. ANSYS reported Q2 2008 revenue of $111 million, up 21% from a year ago(and not including any contribution from Ansoft, which closed after the quarter ended). On...

MSC Software reports a mixed bag for Q2 2008

On August 5, 2008, MSC Software reported revenue of $64.4 million, up 6% due primarily togrowth in the maintenance revenue stream, with a quarterly profit that topped Wall Streetexpectations by a penny – yet the share price declined 20 cents. Clearly, investors...
Hip like me!

Hip like me!

Never let it be said that I am not cool. I have a Nintendo Wii — and now an avatar, courtesy of http://www.faceyourmanga.com where you can get one too. More serious stuff coming after vacation. Lots of earnings, Autodesk acquires more companies — and...

Dassault Systèmes reports solid Q2 but shares fall anyway

It’s tough being a public company. Dassault Systèmes announced solid second quarterresults today: revenue up, non-GAAP earnings per share slightly ahead of expectations,solid and solid-ish contributions from all brands and all geographies… and still its share priceis...