ANSYS reports good Q2, sees volatility ahead

Aug 5, 2010 | Hot Topics

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

Aug 5, 2010 | Hot Topics

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

Jul 28, 2010 | Hot Topics

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”

Jul 7, 2010 | Hot Topics

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

Jun 16, 2010 | Hot Topics

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...

AVEVA starts spending

Jun 3, 2010 | Hot Topics

Just last week AVEVA announced results and a dividend that left it with plenty of cash to spend on building out its offerings and sales/support capacity. Today the company formally announced that the spree is underway, announcing two acquisitions.The first will extend...

AVEVA optimistic, looking to spend

May 26, 2010 | Hot Topics

AVEVA today gave a lot of additional color on its results for the year ended March 31, 2010. Some of the news was good (strength in recurring revenue and in the Americas), some not-so-good (overall revenue decline of 10%) and some downright tantalizing. Read on...

ANSYS reports 17% growth in Q1, raises guidance

May 6, 2010 | Hot Topics

ANSYS reported Q1 2010 results that it characterized as “over-performance against its outlook”: total revenue of $136 million, with gains in all regions and all categories of business. Perhaps most important, the core business is described as “solid”, and the...

ESI ready for economic rebound

May 3, 2010 | Hot Topics

ESI Group last week gave more details on its financial performance for the year ended January 31. In March, we learned that total revenue for the year was €75.1 million, up 7% as reported or up nearly 4% in constant currencies. Almost all of the net increase came from...

Building the snowball: DS sees Q1 as “defining”

Apr 29, 2010 | Hot Topics

Every so often a CEO says something on an earnings call that’s too good not to repeat. Bernard Charlès, CEO of Dassault Systèmes said on the call held for European analysts (and available online) that software revenue was up only 3% in Q1 because DS still needs to...