Nemetschek optimistic about 2014

Nemetschek optimistic about 2014

Back in February, Nemetschek announced preliminary results that were pretty good — growth accelerated towards the end of 2013, with Q4 coming in at €52 million, up 9% year/year.  Full year revenue was up 6% to €186 million. Today the company confirmed those...
Nemetschek optimistic about 2014

Quickies: AEC earnings show upswing in construction

Time to catch up! Nearly 15 companies reported September quarter earnings while I was away, so to get a the general sense of what they’re reporting I’m going to be summarizing them all over the next few weeks. Today, we’re looking at AEC, the world...
Nemetschek optimistic about 2014

Earnings update, AEC edition — a mixed bag

This earnings season has been incredibly busy and I have fallen far, far behind in summarizing the highlights. To try to catch up a bit, I’ll be grouping these companies by general product category for you, since that’s so much more useful than chronologically by...
Nemetschek optimistic about 2014

Quickies: Uncertain economy drags down March quarter

It’s a busy week for earnings reports from engineering software companies. While I work on longer-form reports, here are a few quotes from my notes. Note that these are not 100% representative of the company’s March quarter reports — in other words,...
Nemetschek optimistic about 2014

Many signals positive as HEXA, NEMT and TRMB report

We’ve recently heard from three of the main publicly traded players in infrastructure software and this week we start hearing from some of their main customers. It seems, therefore, like a good time to review what’s being said about the climate for...
Public infrastructure: what happens if we don’t invest?

Public infrastructure: what happens if we don’t invest?

Last weekend a huge storm dumped as much as 3 feet of snow on New England. Many municipalities put in place driving bans, which kept people off the roads and sped up snow removal. But when we all hit the roads on Monday, the traffic jams highlighted the huge problems...
Nemetschek optimistic about 2014

Nemetschek also sees Europe slowing

Nemetschek’s earnings release today did  little to calm concerns about a slide in engineering software sales in Europe, as it sees customers dealing with a projected economic slowdown. Second quarter results were good, as revenue rose 6% to €43 million to lift...
Nemetschek optimistic about 2014

Q1 recap/Q2 preview: What we’ll be looking for

As we prepare ourselves for the onslaught of Q2 earnings reports, it’s helpful to look back at Q1 to see patterns that (perhaps) foreshadow future results and identify areas that were causes for concern last quarter. To help with this analysis, we’ve...

Quickies: Nemetschek and Trimble

Earnings are threatening to get too far ahead of me! A quick catch-up on two that you need to know about, Nemetschek and Trimble. Recall that Nemetschek is Europe’s largest AEC software supplier and that Trimble is increasingly important in engineering software, with...