Hexagon: “extraordinary times” led to Q1 down 7%,  cost-cutting plan

What we learned: IBM, SAP and MuM report CQ1

What we learned: IBM, SAP and MuM report CQ1 As I noted yesterday we’re starting to get into earnings season for software companies and, as expected, the news is mixed. If you want details, go here for details on IBM’s quarter, here for SAP, and here for...
Hexagon: “extraordinary times” led to Q1 down 7%,  cost-cutting plan

PTC and Ansys DON’T preannounce

PTC and Ansys DON’T preannounce What a strange time, when it’s notable that companies just go ahead and schedule their earnings releases as per normal, like PTC did today (for April 29), or craft a special letter to investors that ends with the earnings...
Hexagon: “extraordinary times” led to Q1 down 7%,  cost-cutting plan

DS announced Q1 will be 2.5-5% below guidance

DS announced Q1 will be 2.5-5% below guidance And so it starts (continues, depending on your perspective); After the stock market in Paris closed, Dassault Systèmes announced that it expects Q1 revenue to be 2.5% to 5% below the low end of its previous guidance, which...
Hexagon: “extraordinary times” led to Q1 down 7%,  cost-cutting plan

At least in AEC, 2020 looks … OK

At least in AEC, 2020 looks … OK European companies report preliminary results for a financial year in February and then follow up with a final report at the end of March. Nemetschek and RIB Software reported on schedule (see the reports here and here,...