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Quarterly Reports

Autodesk reports “terrific” second quarter

Autodesk reports “terrific” second quarter

Sees increase in subscriptions and uptake in suites. Autodesk reported revenue of $551 million for the quarter ending in July ’16 (second quarter of fiscal 2017), which represents 10% decline year over year. New model subscription revenue increased 82% year over year to $371 million. Net loss was $98.2 million, which is an improvement year over […]

By August 29, 2016 Read More →
AMD increases graphics chip market share in second quarter

AMD increases graphics chip market share in second quarter

The total market was in seasonal decline, down 4% from last quarter. Computer graphics chip maker AMD increased market share 0.4% during the second quarter of 2016, according to a new market report from Jon Peddie Research. AMD, the smallest of the three remaining computer graphics processing unit (GPU) vendors, continues to take market share […]

By August 26, 2016 Read More →
AMD continues to gain ground on Nvidia in graphics add-in board market

AMD continues to gain ground on Nvidia in graphics add-in board market

A robust gaming market helped boost add-in board sales in seasonally down quarter. Computer graphics hardware vendor AMD continues to gain market share in the lucrative graphics add-in board (AIBs) market, says Jon Peddie Research (JPR) in its AIB market update for the second quarter of 2016. The market for graphics add-in boards was down […]

By August 25, 2016 Read More →
Dassault Systèmes revenues soft in second quarter

Dassault Systèmes revenues soft in second quarter

There was modest growth in Europe and North America, but Asia/Pacific was disappointing. Services revenue was also down. Dassault Systèmes has announced its results for the second quarter of 2016 and expressed modest satisfaction with its performance. The company reported revenue of €754 million, a 5% increase year over year. On the company’s financial call, […]

By August 4, 2016 Read More →
Extended PC buying cycle drove the add-in board market in first quarter

Extended PC buying cycle drove the add-in board market in first quarter

AMD gains market share on Nvidia. The market for add-in graphics boards (AIB) increased in the first quarter of 2016, according to the latest market report from Jon Peddie Research. AMD gained market share for the fourth consecutive quarter. Quarter-to-quarter AIB shipments increased 4.8% and 5.8% year-to-year. The JPR AIB Report tracks computer add-in graphics […]

By May 25, 2016 Read More →
A mixed quarter for graphics chips

A mixed quarter for graphics chips

AMD increased notebook market share from last quarter, while Nvidia saw a tiny market share increase year-over-year. The GPU market and the PC market in general continued to slide as users and corporations have stretched out their refresh rates, says Jon Peddie Research. Reporting on sales of graphics chips to computer manufacturers for the first […]

By May 24, 2016 Read More →
Autodesk Q1 revenue down, as expected

Autodesk Q1 revenue down, as expected

Transition to subscriptions is going well, but the short-term revenue hit remains strong. Autodesk (ADSK: NASDAQ) has reported first quarter results for fiscal 2017 that are in line with its long-term forecast for moving revenue from product purchases to subscriptions. During this transition, quarterly revenue is impacted because more revenue is recognized over the course […]

By May 20, 2016 Read More →
Ansys Q1 new reality: slower, more steady growth

Ansys Q1 new reality: slower, more steady growth

Net income is up 16% on 4% growth. A $10 million sale was booked in the quarter.   For years Ansys (ANSS: Nasdaq) has been the high-growth stock in the engineering software industry. But as the industry matures, even a high-flyer like Ansys eventually had to come down to Earth; first quarter results confirm the […]

By May 6, 2016 Read More →
Dassault Systèmes net income rises 27% in first quarter

Dassault Systèmes net income rises 27% in first quarter

All division and regions reported modest growth. Dassault Systèmes has reported first quarter results that saw modest single-digit percentage growth in most product lines and regions. The Enovia data management unit continues to show above average growth, 11% this quarter (year over year). Total revenue for the first quarter (ending March 31, 2016) was €691.4 […]

By April 25, 2016 Read More →
PTC second quarter results don’t fit the old Wall Street metrics

PTC second quarter results don’t fit the old Wall Street metrics

Software subscriptions are rising briskly, but that means a short-term hit in revenue. PTC CEO James Heppelmann told Wall Street what he thought was great news; new booking of software subscriptions in the second quarter of 2016 were above the high-end of previously issued guidance. This is great for the long-term future of PTC, but […]

By April 21, 2016 Read More →