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Quarterly Reports

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 →
Workstations continue to outperform broader PC market

Workstations continue to outperform broader PC market

Tiny slippage in sales in 4Q15, as vendors steal market share from each other. Workstation continues to outperform the broader PC markets. Industry reports have noted double-digit percentage decline in PC shipments in 2015, yet research firm and market watcher Jon Peddie Research reports the workstation market fell only 0.8% in the fourth quarter of […]

By March 3, 2016 Read More →
GPU shipments rise in fourth quarter

GPU shipments rise in fourth quarter

All vendors enjoyed increased sales. The GPU market seems to have found its new normal, along with the PC market it serves. For all of 2015 total GPU shipments decreased 14% but in the fourth quarter they were up 2.4%. According to a new market research report from Jon Peddie Research, the gaming PC segment […]

By February 29, 2016 Read More →
Autodesk revenue down in fourth quarter, flat for fiscal year

Autodesk revenue down in fourth quarter, flat for fiscal year

Transition metrics and revenue metrics offer alternative scenarios for Autodesk’s fiscal year. The story of fourth quarter and full-year results for Autodesk (ADSK: Nasdaq) is a tale of two methods of measurement. If we measure the metrics of transition from perpetual license sales to annual subscriptions, Autodesk is doing quite well. If we measure the […]

By February 26, 2016 Read More →