Autodesk sees tough times ahead

Nov 21, 2008 | Hot Topics

Autodesk reported good results for the quarter ended October 31, 2008 but spoke ofuncertainty ahead. Since the earnings release happened at the same time as the AutodeskManufacturing group’s industry analyst event described below, I was unable to participate inthe...

What economy? ANSYS turns in another solid performance

Nov 6, 2008 | Hot Topics

ANSYS reported another strong quarter this morning, leading to the preliminary thought thatanalysis tools may not be as affected by the overall economic downturn as other technologyareas. ANSYS reported both GAAP and non-GAAP data, to reflect the affects of the...

MSC beats expectations

Nov 4, 2008 | Hot Topics

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?

Oct 29, 2008 | Hot Topics

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

Oct 29, 2008 | Hot Topics

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

Oct 16, 2008 | Hot Topics

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?

Sep 4, 2008 | Hot Topics

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

Aug 17, 2008 | Hot Topics

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

Aug 17, 2008 | Hot Topics

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

Aug 17, 2008 | Hot Topics

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...