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Quarterly Reports

Another “if only” quarter for PTC

Another “if only” quarter for PTC

In the first quarter of fiscal 2016 PTC is posting a net loss due to restructuring costs. The silver lining is the rise in subscriptions. By Randall S. Newton When a software company is in transition from selling perpetual licenses to selling subscriptions, there is a period when revenue lags; license sales decline and subscription […]

By January 21, 2016 Read More →
Workstation market sticks to the right script in third quarter

Workstation market sticks to the right script in third quarter

Latest report from Jon Peddie Research shows continued growth while the larger PC market continues to shrink. After a surprisingly disappointing first quarter of 2015, followed up by a welcome rebound in Q2, all eyes were on Q3 to find out exactly which script the workstation market would follow. Would it track PCs downhill, like […]

By December 1, 2015 Read More →
Autodesk reports sluggish third quarter 

Autodesk reports sluggish third quarter 

They told us the move to subscriptions might put a drag on revenue; they were right.    The third quarter did not treat Autodesk (NASDAQ: ADSK) kindly. Revenue was up 2% only when measured in constant currencies; otherwise it was down 3% year-over-year. Subscriptions increased by 80,000 sequentially but deferred revenue fell. Billings fell 4%, and Autodesk reported an […]

By November 21, 2015 Read More →
Graphics add-in board market up in third quarter

Graphics add-in board market up in third quarter

AMD gained market share at Nvidia’s expense. Quarter-to-quarter shipments increased 27.6% but decreased 3.8% year-to-year. Jon Peddie Research (JPR), has announced estimated PC graphics add-in-board (AIB) shipments and suppliers’ market share for the third quarter of 2015. Two big introductions came in the third quarter. AMD released their Radeon AIB lineup: the Fury series, powered […]

By November 18, 2015 Read More →
Ansys reports anemic third quarter 

Ansys reports anemic third quarter 

A rising US dollar slows global sales. The outlook for 2016 is more of the same.   By historical standards, Ansys (NASDAQ:ANSS) has reported a mediocre third quarter. For the period ending September 30, 2015 total revenue was $237.8 million, up 2% from a year ago. Measured in constant currencies (removing the effect of fluctuating […]

By November 9, 2015 Read More →
Strong sales in Europe propel Dassault Systèmes to good third quarter

Strong sales in Europe propel Dassault Systèmes to good third quarter

Net income rises 47% as Dassault’s diversification strategy kicks in. Dassault Systèmes (OTC: DASTY) reported a solid quarter of growth in revenue for the third quarter of 2015. Total revenue in the quarter was €675.7 million ($761 million), up 20% in raw revenue and up 11% in constant currencies. The company said it saw growth […]

Boxx shows off a good-looking box

Boxx shows off a good-looking box

New Apexx 1 breaks the black box barrier and even has a rendering sidekick. Apexx 1 is an all-new, ultra-small-form-factor workstation from Boxx. It’s the smallest workstation Boxx has ever built in it’s 15-year history—less than 5 inches wide, 8.5 inches tall, and 9 inches deep. The company claims it is the smallest single-socket workstation […]

Healthier workstation market in second quarter

Healthier workstation market in second quarter

Latest Jon Peddie Research report shows “significant rebound” in shipment volume. After a surprisingly painful first quarter, stakeholders in the markets for workstations and professional GPUs were looking for far healthier results in the second quarter of 2015, along with reassurance the market’s fortunes were not following the downward path of the broader PC industry. […]

By August 28, 2015 0 Comments Read More →
Autodesk revenue down 4% as move to subscriptions accelerates

Autodesk revenue down 4% as move to subscriptions accelerates

Deferred revenue grew by 26% to account for the majority of revenue for the first time. Autodesk (NASDAQ: ADSK) has been telling Wall Street for a while how the transition from selling software as piece goods (perpetual licenses) to software as a service (subscriptions) would be a long transition with up and down quarters. 2Q16 […]

Add-in graphics board sales drop in second quarter

Add-in graphics board sales drop in second quarter

New market report from Jon Peddie Research says Nvidia gained market share at the expense of AMD. Jon Peddie Research (JPR), the industry’s research and consulting firm for graphics and multimedia, announced estimated PC graphics add-in-board (AIB) shipments and suppliers’ market share for the second quarter of 2015. The news was discouraging and seasonally understandable, […]

By August 21, 2015 0 Comments Read More →