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Autodesk revenue down 18% in third quarter

Autodesk revenue down 18% in third quarter

The warnings about lower revenue during business model transition are still true. AutoCAD business is in the cellar. By Randall S. Newton Autodesk (NASDAQ: ADSK) continues to see revenue declines as it moves through its transition from selling software licenses to selling software subscriptions. Revenue in the third quarter of Fiscal 2017 (ended October 31, […]

By November 30, 2016 Read More →
Graphics add-in board shipments up 9.2% in third quarter

Graphics add-in board shipments up 9.2% in third quarter

In the past 12 months AMD has taken 11 points of market share from Nvidia. New market data from Jon Peddie Research shows that graphics add-in board (AIB) sales are on an upward trend. Shipments during the third quarter of 2016 (ending September 30) increased from the second quarter of 2016 by 38.2%; this is […]

By November 22, 2016 Read More →
Gaming market continues to buoy graphics chips vendors

Gaming market continues to buoy graphics chips vendors

All three leading vendors saw third quarter shipments increase sharply from last quarter. All three major computer graphics chips vendors saw increased sales in the third quarter of 2016 over the previous quarter, as PC and game console manufacturers prepare inventory for the fourth quarter. According to the latest market research report from Jon Peddie […]

By November 18, 2016 Read More →
The balance of power in gaming

The balance of power in gaming

  X86 is a major platform of choice By Jon Peddie   The gaming hardware market is huge, and bewildering because of its diversity and the marketing hype associated with it. We’ve been monitoring and measuring the gaming market for over a decade, and felt it was time to share some of our findings and […]

By November 16, 2016 Read More →
Siemens to buy Mentor Graphics for $4.5 billion

Siemens to buy Mentor Graphics for $4.5 billion

The industrial giant will add Mentor to its existing PLM division. The price was 21% higher than last Friday’s stock price. Siemens (OTCMKTS:SIEGY) today announced it has reached a merger agreement with Mentor Graphics (NASDAQ: MENT) by which the industrial giant will acquire Mentor for $4.5 billion. The price represents a stock value of $37.25 […]

By November 14, 2016 Read More →
Siemens takes ownership stake in Bentley via strategic alliance

Siemens takes ownership stake in Bentley via strategic alliance

Siemens is acquiring €70 million in Bentley secondary stock as part of the wide-ranging technology development plan. The two have been forming an ever-deeper alliance since 2012.   Siemens and Bentley Systems announced today a new strategic alliance to advance their existing technology development relationship. The two will work to extend infrastructure project delivery into […]

By November 10, 2016 Read More →
Too much of a good thing ends PTC year on a loss

Too much of a good thing ends PTC year on a loss

Customers switching to subscriptions at a faster rate than predicted means lots of revenue that can’t be booked in the current quarter.   A stronger than expected move among customers to subscription accounts was good news for PTC in the long run, but the surge meant the company ended its fiscal year with a net […]

By November 1, 2016 Read More →
Dassault Systemès reports 9% revenue growth in third quarter

Dassault Systemès reports 9% revenue growth in third quarter

Net income was up 7%; no specific trends marked the quarter. [Editor’s Note: Unless noted, all Euro amounts are in constant currencies, a way of accounting for variations in currency values over time when making revenue comparisons.] Dassault Systemès (OTCMKTS: DASTY) reported a comfortable third quarter, with total revenue up 9% from a year ago. […]

By October 26, 2016 Read More →
Is Mentor Graphics seeking a buyer?

Is Mentor Graphics seeking a buyer?

With design software for both EDA and mechanical, the Oregon company would be a good fit for several CAD firms. Reuters is reporting Mentor Graphics (NASDAQ: MENT) has retained the services of Bank of America to explore “strategic alternatives” which could include a potential sale. The Wilsonville, Oregon company develops design software primarily for electronic […]

By October 18, 2016 Read More →
Workstation vendors set sales record in second quarter

Workstation vendors set sales record in second quarter

Dell and HP continue their battle for market leadership.   The workstation market continues to be the shining start of the computer market, setting a quarterly sales record in the second quarter of 2016. The new market report from Jon Peddie Research says 1.1 million name-brand computer workstations were sold in the quarter, up 21.7% […]

By October 4, 2016 Read More →