Better economy, PLM priority lead to PTC’s growth

Apr 28, 2010 | Hot Topics

Earnings season begins today for the engineering software space (although AVEVA did hint at its results two weeks ago), with PTC announcing March quarter revenue slightly below expectations at $240.6 million, but still up 7% from last year. The company also adjusted...

AVEVA shareholders not impressed

Apr 16, 2010 | Hot Topics

AVEVA today announced that the company made “good progress during a challenging year” as a resilient oil and gas market helped to offset weaker demand in its marine market. The company now expects that “full year results will be marginally ahead of current consensus...

ESI Group sales up 7% for 2009

Mar 16, 2010 | Hot Topics

ESI Group reported results yesterday for the year ended January 31 — and investors like. A lot. ESI’s share price is up over 7% at mid-day trading in Paris. The details: • Total revenue for the year was €75.1 million, up 7.1% as reported or nearly 4% in constant...

Smaller vendors matter too

Mar 4, 2010 | Hot Topics

We get so caught up in the earnings releases of the major PLM vendors that we forget that other companies in the PLM universe also release information, much of it more closely tied to specific geographies or subsegments. Their results help round out the picture of the...

ANSYS Q4 beats but more cautious about 2010

Feb 25, 2010 | Hot Topics

ANSYS reported mixed results today: on the one hand, the company reported Q4 revenue of $150.4 million, handily beating the projected $136 million to $142 million and sweeping it to a 2009 revenue total of $517 million, up 8%. It should be noted that this includes...

Is it all good news?

Feb 24, 2010 | Hot Topics

A couple of people have emailed about yesterday’s posts on Autodesk’s Q4 results, asking if there were any negative aspects to the earnings data released. That’s a fair question since I focused on the bright spots in what really was a dismal year for the engineering...

Autodesk “focusing on things we can control”

Feb 23, 2010 | Hot Topics

Autodesk offered more information during its Q4 earnings call, the most startling of which was that it closed 22 deals over $1 million in Q4 — a staggering 3x the total of the first 9 months added together. A number of these were in AEC and in North America and...

Autodesk Q4: things are looking up

Feb 23, 2010 | Hot Topics

I am fascinated by the varying types of spin put on earnings releases. Autodesk released what are really quite positive year-end results but one media headline read only “Autodesk FY10 revenue down 26%.” True, but not even the tip of the news iceberg and reflecting...

Dassault Systèmes: Done with 2009, ambitious for 2020

Feb 18, 2010 | Hot Topics

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

Feb 11, 2010 | Hot Topics

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...