Quarterly Reports

AMD jumps 11% in GPU shipments in Q2, Intel up 4%, Nvidia slips

AMD jumps 11% in GPU shipments in Q2, Intel up 4%, Nvidia slips

Jon Peddie Research says quarter-to-quarter total GPU shipments were up 3.2% in the second quarter of 2014. Jon Peddie Research (JPR), the industry’s research and consulting firm for graphics and multimedia, announced estimated graphics chip shipments and suppliers’ market share for 2014 2Q. Graphics chips are without doubt one of the most powerful, exciting, and [...]

By August 19, 2014 0 Comments Read More →
Autodesk sets second quarter record

Autodesk sets second quarter record

Billings and revenue both exceeded expectations. Autodesk now has almost $1 billion in deferred revenue. By Randall S. Newton Autodesk (Nasdaq: ADSK) has reported record second quarter income, with healthy increases in billings and subscriptions. All geographic regions reported double-digits percentage growth year-over-year. Revenue for the second quarter of fiscal 2015 (ended July 31, 2014) [...]

Ansys posts record second quarter

Ansys posts record second quarter

Net income up 12.6%; revenue up 8%; Russia, Brazil, and India are slow, while United Kingdom revenue was up 15%. By Randall S. Newton Ansys (ANSS: Nasdaq) reported record second quarter income today, with revenue growth coming from all regions, all major product lines, and most industries. Ansys stock was up 0.8% to 77.20 in early [...]

“Other” revenue uptick helps Dassault Systèmes second quarter

“Other” revenue uptick helps Dassault Systèmes second quarter

Revenue from primary brands posted single-digit growth. Net income was down 18% due to aggressive acquisitions.   By Randall S. Newton Dassault Systèmes (Euronext Paris: DSY.PA) posted modest year-over-year growth in the second quarter, buoyed by revenue from new acquisitions and a big spike in services revenue. Total revenue for the quarter (ending June 30, [...]

PTC revenue up 6% in third quarter

PTC revenue up 6% in third quarter

The CAD/PLM vendor makes another acquisition in the Internet of Things. Customers are finally buying into Creo with gusto.  By Randall S. Newton PTC (Nasdaq: PTC) today reported third quarter results at the high end of its previous guidance, with revenue of $336.6 million, up 6.66% from the year-ago quarter. Growth was strong in its [...]

Workstation market slow but steady in first quarter

Workstation market slow but steady in first quarter

Dell and AMD find new opportunities in workstations, but competition remains fierce. “Cautious and tentative, but still headed in the right direction” is how Jon Peddie Research (JPR) senior analyst and JPR Workstation Report author Alex Herrera sums up 2014’s first quarter workstation market results. The JPR report paints a picture of a market that [...]

Intel gains, Nvidia flat, and AMD loses graphics market share in first quarter

Intel gains, Nvidia flat, and AMD loses graphics market share in first quarter

JPR says quarter-to-quarter total GPU shipments are down 10%; desktop graphics off 6.7%. Jon Peddie Research (JPR), the industry’s research and consulting firm for graphics and multimedia, announced estimated graphics chip shipments and suppliers’ market share for the first quarter of 2014. For the previous three quarters, the PC graphics market has gone up. This [...]

Autodesk first quarter revenue better than expected

Autodesk first quarter revenue better than expected

Despite going through a major transition, revenue was up 4%, but net income was down. Autodesk (NASDAQ: ADSK) today reported better than expected first quarter results, given the company is going through a multi-quarter business model transition, moving away from selling perpetual licenses and into a variety of subscription-based offerings. Revenue for the first quarter [...]

Ansys sets Q1 revenue record, acquires SpaceClaim

Ansys sets Q1 revenue record, acquires SpaceClaim

Geopolitical tension slowed sales in Europe. Big industrial equipment makers were among the biggest buyers in the quarter. Ansys today reported record first quarter revenue, and also announced it is acquiring SpaceClaim, the 3D MCAD tool that made a big splash a few years ago with its combination of direct editing and built-in interoperability. (See [...]

PTC turns in good second quarter

PTC turns in good second quarter

CAD and PLM are slow but steady; new markets are starting to kick in.  PTC (NASDAQ: PTC) reported second quarter results that compare favorably with year-ago results. Revenue in the quarter (ending March 29, 2014) was $329 million, up 5% from a year earlier. The company’s newest acquisitions, Enigma, NetIDEAS, and ThingWorx, contributed $4 million [...]