UPDATE: DS ends strong, cautious about 2012

Feb 13, 2012 | Hot Topics

Dassault Systèmes (DS) reported really good results for its fourth quarter and for fiscal 2011 yet the share price fell, as investors expected a more positive outlook. But let’s close 2011 first, shall we? For Q4: • Total revenue was €512 million, up 11% as reported...

DS ends strong, cautious about 2012

Feb 12, 2012 | Hot Topics

Dassault Systèmes (DS) reported really good results for its fourth quarter and for fiscal 2011 yet the share price fell, as investors expected a more positive outlook. But let’s close 2011 first, shall we? For Q4: • Total revenue was €512 million, up 11% as reported...

PTC has great FQ1; realigns for future

Jan 26, 2012 | Hot Topics

PTC continues to roll, reporting solid results for its fiscal first quarter ended December 31, 2011 and raising its forecasts for fiscal 2012. For the quarter, PTC reported total revenue of $318 million, up 19% from a year ago, helped by $18.5 million contributions...
A peek at the new DS North America Campus

A peek at the new DS North America Campus

Dec 9, 2011 | Hot Topics

Yesterday was the formal unveiling of the new Dassault Systèmes campus in Waltham MA, about 30 minutes from my office. Waltham lies on what used to be known as “America’s Technology Highway” (Route 128) in the 1980s, a ring road about 15 miles outside of Boston....
AU Innovation Forum: Everything Changes

AU Innovation Forum: Everything Changes

Dec 6, 2011 | Hot Topics

Last week, right about now, Autodesk was unveiling its PLM solution for the manufacturing market in an Autodesk University session called “Everything Changes”. I was fortunate to have been invited to speak at the session, along with Oleg Shilovitsky, Randi Zuckerberg...

Acquisition mania

Sep 27, 2011 | Hot Topics

I’ve been working on a mid-year update of my market numbers for CAE (which show better than expected growth to date in 2011) and am stunned by the rapid pace of acquisitions we’ve seen this year. It’s one thing to note them as they happen, but when...

News you may have missed, 16 Sept

Sep 16, 2011 | Hot Topics

The industry’s acquisition binge continues, with news of a new deal just about every week: Bentley invests in TEEC Bentley Systems announced yesterday that the company has taken a minority equity stake in The Engineering Essentials Company (TEEC) and placed a person...

DS: balanced growth in Q2

Jul 28, 2011 | Hot Topics

The first thing to note about Dassault Systèmes’ earnings release is that it is a complicated, day-long affair that involves face-to-face meetings with analysts in Paris, interviews with Bloomberg news and other outlets and an analyst earnings telephone call —...

PTC Q2 beats – and it’s not due to MKS

Jul 27, 2011 | Hot Topics

Parametric Technology Corp. (PTC) reported fiscal third quarter revenue of $292 million, nicely ahead of earlier guidance of revenue between $275 million and $285 million and up 20% from a year ago. Some of the upside came from MKS, which contributed $6 million in the...

1 2 3 4 User conferences

Jul 6, 2011 | Hot Topics

If you’ve been following this blog over the last few months, you’ll have noticed that I’ve been traveling. A LOT. In all, I attended 4 user conferences and 3 other meetings in 5 weeks. Aside from the surreality of bouncing between Orlando, Las Vegas...