Quarterly Reports

Lower services revenue, currency issues lead PTC to lower second quarter

Lower services revenue, currency issues lead PTC to lower second quarter

Software revenue up 8% in constant currency; Internet of Things is a skyrocket. PTC (Nasdaq: PTC) today reported a slightly down second quarter, citing a complicated mix of currency fluctuations, the intentional shift away from service revenue, the shift to subscriptions, and short-term changes in buying patterns among regular customers. Revenue in the second quarter […]

Strong SolidWorks sales boost Dassault Systèmes in first quarter

Strong SolidWorks sales boost Dassault Systèmes in first quarter

Total revenue is up 17%, net income up 30% from a year ago. By Randall S. Newton Dassault Systèmes today reported a strong first quarter, buoyed by strong sales of SolidWorks and other primary engineering products, and by the changing landscape in world currencies. Total revenue in 1Q15 (ended March 31, 2015) was €651.5 million […]

Workstation market chugs along in 4Q14

Workstation market chugs along in 4Q14

Latest JPR market update shows Lenovo continuing to gain market share. The descriptor of “steady” may not excite, but given the volatility in the workstation market over the last seven years, steady ain’t too bad. For those looking to forget the nasty economy of the late 00’s, and whose nerves were frayed by the up-and-down […]

Ansys closes 2014 with record quarter

Ansys closes 2014 with record quarter

Ansys has one of the largest ratios of net income to revenue in the engineering software industry. Ansys (NASDAQ: ANSS) ended 2014 by setting another record for both fourth quarter and full year revenue.  Revenue in the fourth quarter (ending December 31, 2014) was $254.4 million, up 12% from a year ago. Full year revenue […]

Autodesk revenue rises 13% in fourth quarter

Autodesk revenue rises 13% in fourth quarter

Net income continues to drop with the conversion to subscriptions. Autodesk (NASDAQ: ADSK) saw revenue rise in the fourth quarter, capping a year which saw AEC sales regain a level not seen for several years. Revenue was $665 million for the fourth quarter of fiscal 2015 (ended January 31, 2015), up 13% compared to 4Q14; […]

By February 26, 2015 0 Comments Read More →
Venue set for JPR gaming hardware press conference

Venue set for JPR gaming hardware press conference

SF Green Space on Mission will host the JPR Dessert and Data session. Two EVGA boards will be given away. Jon Peddie Research (JPR) has announced the location of its Dessert and Data press conference as part of its participation in the 2015 Game Developers Conference. Dr. Jon Peddie and the JPR team will discuss […]

By February 23, 2015 0 Comments Read More →
Graphics add-in board market down in fourth quarter

Graphics add-in board market down in fourth quarter

Quarter-to-quarter shipments decreased 0.7%, and 017.5% year-to-year; Nvidia increases market share lead. Jon Peddie Research (JPR) has announced estimated graphics add-in-board (AIB) shipments and suppliers’ market share for the fourth quarter of 2014. The news was encouraging and seasonally understandable; quarter-to-quarter, the market decreased -0.68% (compared to the desktop PC market, which decreased 3.53% ). […]

By February 23, 2015 0 Comments Read More →
GPU shipments down in fourth quarter of 2014

GPU shipments down in fourth quarter of 2014

Nvidia gained at the expense of AMD and Intel. Gaming is still the market’s bright spot. The new market report on graphics processing units (GPUs) from Jon Peddie Research (JPR) shows total shipments were down in the fourth quarter of 2014 (ending December 31, 2014). Measured on a sequential basis, Nvidia shipments were up 3%, […]

By February 20, 2015 0 Comments Read More →
Dassault Systèmes revenue up 19% in Euros in fourth quarter

Dassault Systèmes revenue up 19% in Euros in fourth quarter

Annual revenue tops $3 billion for the first time. Currency fluctuations were a doubled-edged sword for the French company. By Randall S. Newton Dassault Systèmes (OTCPK: DASTY) closed 2014 with a strong fourth quarter. Total revenue of €673.2 million was a quarterly record, up 19% (16% in constant currencies). Measured in US Dollars growth was […]

Flat first quarter revenue report hides the real growth at PTC

Flat first quarter revenue report hides the real growth at PTC

Slammed by currency fluctuations and the move to subscription income, PTC needs its big Internet of Things story to kick in. By Randall S. Newton After a pop-the-corks fourth quarter (See “PTC says the plan is working”), PTC today reported a lackluster first quarter for fiscal 2015 (ended January 3, 2015). Total revenue for the […]