PTC reports decent FQ2, still tough out there

PTC reports decent FQ2, still tough out there

Apr 24, 2013 | Hot Topics

PTC just reported results for its fiscal second quarter (ended March 31) that show the company performed more or less as it predicted. But the rest of fiscal 2013 (through September) is going to be tough and so PTC moderated its revenue forecast for the next six...
PTC reports decent FQ2, still tough out there

Dassault Systèmes’ cautious outlook dampens good Q4

Feb 7, 2013 | Hot Topics

Earnings calls are interesting beasts: on the one hand, company executives have to speak to and perhaps justify the reported results. On the other, they need to spin everything as positively as possible to boost the stock price. Add in investors who may be...
PTC reports decent FQ2, still tough out there

Autodesk reports bumpy FQ3

Nov 24, 2012 | Hot Topics

As you probably know by now, Autodesk missed its fiscal third quarter targets, citing a weakening global economy as undoing any gains made by its improved execution over FQ2. There were pockets of good and not so good — a lot like a bumpy flight across the US....
The 3DX Forum Experience

The 3DX Forum Experience

Nov 13, 2012 | Hot Topics

Dassault Systèmes invited several hundred of its best customers to Orlando last week, to learn about the company’s latest efforts to vault out of providing solutions and into delivering experiences. Over two days, we heard from CEO Bernard Charlès, EVP Monica...
PTC reports decent FQ2, still tough out there

PTC, DS results highlight strategic differences

Nov 9, 2012 | Hot Topics

Earnings news from engineering IT companies has been a mixed bag of late: misses and downgrades of expectations for the remainder of 2012 but also some stronger-than-expected results. Why did each company report as it did and what can we learn about the demand for...
Siemens PLM + LMS shakes up CAE

Siemens PLM + LMS shakes up CAE

Nov 8, 2012 | Hot Topics

Big news! Siemens announced today that it is acquiring LMS International and pairing it with its PLM division. We’ve got facts, a bit of history and, lastly, my impressions. (In case you can’t wait: It’s a good thing — for LMS, Siemens PLM and...
PTC reports decent FQ2, still tough out there

Quickies: PTC & FARO disappoint, AspenTech upbeat

Nov 1, 2012 | Hot Topics

A huge day in engineering IT earnings, as PTC and FARO explain their miss to investors while AspenTech and Trimble issue earnings reports. A very quick headline on each and then I dash to the airport — more to come. PTC reported last night that revenue for its...
PTC reports decent FQ2, still tough out there

Quickies: Earnings good to tepid so far

Oct 31, 2012 | Hot Topics

We’re still recovering from hurricane Sandy here in New England. Schools are open as are most roads, but a lot of people are still without power and assessing damage. It could have been a lot worse, so we’re grateful. It’s interesting that the New...
PLM Innovation abounds

PLM Innovation abounds

Oct 30, 2012 | Hot Topics

I spent part of last week in Atlanta, at the PLM Innovation Americas conference. I typically go to company-sponsored events, where a single vendor showcases its wares at a user conference, investor or analyst event. PLM Innovation was different — lots of...