Autodesk: Q1 was “tough”, no plan to end perpetual sales

PTC channel doing well, DS/SIMPOE update

It’s going to be another busy week, with earnings from Hexagon, Cimatron and Stratasys today and then CENIT, ExOne and Autodesk later in the week. Before we start on those, however, there are a couple of bits of old business to handle, too. If “old”...
Autodesk: Q1 was “tough”, no plan to end perpetual sales

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,...
Autodesk: Q1 was “tough”, no plan to end perpetual sales

DS reports OK Q1, adds FE-DESIGN & Archividéo

Dassault Systèmes’ earnings announcements are usually a welter of numbers, currencies, products, markets and geographies. Today, DS threw two acquisitions into the mix, too. Grab a cup of coffee and let’s see what it all means. DS reports that the March...
Autodesk: Q1 was “tough”, no plan to end perpetual sales

PTC reports decent FQ2, still tough out there

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...
Autodesk: Q1 was “tough”, no plan to end perpetual sales

Dassault Systèmes’ cautious outlook dampens good Q4

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...
Autodesk: Q1 was “tough”, no plan to end perpetual sales

Autodesk reports bumpy FQ3

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

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...
Autodesk: Q1 was “tough”, no plan to end perpetual sales

PTC, DS results highlight strategic differences

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...