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Quarterly Reports

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 →
Ansys posts rare decline for full year revenue

Ansys posts rare decline for full year revenue

Net income is down, net revenue is flat in underwhelming fourth quarter. Ansys will have to wait until next year to join the billion dollar revenue club.   Ansys (ANSS: Nasdaq) reports a rare decline in net income for the all of 2015 (ended December 31, 2015). The company cites a mix of currency issues […]

By February 26, 2016 Read More →
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 →