Commentary: MCAD Industry View - A November 2006 Update

From a regional perspective, non-GAAP revenue in the quarter increased 48% in Europe, 27% in the Americas (33% in constant currencies), and 14% in Asia (24% in constant currencies).

Net income for the quarter was �40.9 million, an increase of just over 8% from the �37.8 million in the third quarter of 2005, and a 39% increase from the �11.5 million in the prior quarter.

Bernard Charlès, Dassault Systèmes President and Chief Executive Officer, commented, "In particular, we are very pleased with how well our two major acquisitions have performed. Abaqus has had an excellent first year - with four consecutive quarters of solid execution, revenue growth and operating margin contribution. As a core component of our SIMULIA brand, Abaqus' strong results confirm the importance of virtual testing for customers around the world. MatrixOne is continuing to exceed financial targets and to demonstrate good momentum with its wins in high tech, semiconductors and other key industries. Our teams, both within ENOVIA and across the DS organization, are working closely together, with promising business opportunities already emerging."

On September 12, 2006 ESI Group reported the financial results for its second quarter and half-year, the periods ending July 31, 2006. ESI Group's sales for the second quarter of FY2006 totaled 13.6 million euros, up +14.6% on the same period last year and up +16.4% on a constant exchange rate basis. This significant increase in activity is a combination of buoyant growth in license sales of +18.7% and slight growth in services of +2.2%.

The geographical breakdown in half-year sales was as follows: Europe 42%, Asia 43% and America 15%. Organic growth was particularly strong in Asia, and notably in Korea and China, where the Group recently increased its position through the integration of the service and distribution engineering teams of IPS International and ATE Technology.

Alain de Rouvray, ESI Group's Chairman and CEO, commented, "The excellent level of license sales over the second quarter enabled us to record first-half revenues in line with our expectations. Given the shifts in license renewals over the calendar year observed over the first quarter, there should still be a substantial seasonal skew over this current financial year."

On November 6, 2006 Moldflow Corporation announced the financial results for its first quarter of fiscal 2007. the period ended September 30, 2006. Total revenue of $15.3 million was flat from the corresponding quarter of fiscal 2006 and represented an 11% sequential decrease from $17.1 million, consistent with usual seasonal trends. Product revenue of $8.0 million represented a decrease of 9% over the same period of the prior year, and -19% sequentially. Services revenue of $7.3 million represented an increase of 12% over the same period of the prior year, and +1% sequentially.

Revenue from Design Analysis Solutions totaled $11.6 million, or 76% of total revenue, and this $11.2 million represented a 2% increase when compared to the same period last year (but a 9% sequential decrease). Revenue from Manufacturing Solutions totaled $3.7 million, or 24% of total revenue, and represented a 6% decrease when compared to the same period last year, and a 14% sequential decrease.

Regionally, revenue in the Asia/Pacific region represented 36% of total revenue, while the Americas represented 35% and the European region represented 29% of total revenue, respectively.

Net income for the quarter was $1.7 million, essentially flat year-over-year but a considerable improvement from the net loss of $440K in the previous quarter.

Roland Thomas, Moldflow Corporation's president and CEO, said, "We are pleased to report that both of our business divisions are operating in-line with our expectations. Overall, we demonstrated increased operational leverage and corresponding improvements in net income and earnings per share in our first fiscal quarter. Revenue for the first quarter in our Design Analysis Solutions division showed slight growth year-over-year, which is consistent with our expectations. We continued to hire new direct sales representatives and establish new distributors to further our geographic expansion objectives. Our Manufacturing Solutions division produced expanded gross margins and operating profit despite lower year-over-year revenues."

On November 9, 2006 MSC.Software Corporation announced financial results for the third quarter, the period ended September 30, 2006. Total revenue for the quarter was $58.4 million, a decrease of 23% from the $75.6 million in the third quarter of 2005, and a decrease of 14% from the $67.9 million in the prior quarter. Software revenue was $22.6 million, accounting for 39% of total revenue. This was a 39% decrease year-over-year, and a 28% decrease sequentially. Maintenance and service revenue was $35.7 million, a decrease of nearly 8% year-over-year, and a decrease of just over 2% sequentially.

Revenue from the Americas was $17.1 million, accounting for 29% of total revenue; revenue from EMEA was $23 million or 40% of total revenue; and revenue form AP was $18.2 million or 31% of total revenue. Revenues from Americas, EMEA and AP decreased year-over-year by 16%, 14% and 36%, respectively.

Geography

3Q06

2Q06

Delta

3Q05

Delta

Americas

17,100

18,361

-6.9%

20,300

-15.8%

EMEA

23,100

28,044

-17.6%

26,700

-13.5%

AP

18,200

21,530

-15.5%

28,600

-36.4%

Total

58,400

67,935

-14.0%

75,600

-22.8%

Table 6 MSC.Software Revenue by Geography

« Previous Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11  Next Page »



Review Article Be the first to review this article

Featured Video
Editorial
Jeff RoweJeff's MCAD Blogging
by Jeff Rowe
Siemens Goes ECAD With Mentor Graphics Acquisition
Jobs
Mechanical Engineer for IDEX Corporation at West Jordan,, UT
GIS Analyst II for Air Worldwide at Boston, MA
Senior Structural Engineer for Design Everest at San Francisco, CA
Business Partner Manager for Cityworks - Azteca Systems, LLC at Sandy, UT
Upcoming Events
Design & Manufacturing, Feb 7 - 9, 2017 Anaheim Convention Center, Anaheim, CA at Anaheim Convention Center Anaheim CA - Feb 7 - 9, 2017
Innorobo 2017 at Docks de Paris Paris France - May 16 - 18, 2017
Display Week 2017 at Los Angeles Convention Center 1201 S Figueroa St Los Angeles CA - May 21 - 26, 2017



Internet Business Systems © 2016 Internet Business Systems, Inc.
595 Millich Dr., Suite 216, Campbell, CA 95008
+1 (408)-337-6870 — Contact Us, or visit our other sites:
AECCafe - Architectural Design and Engineering EDACafe - Electronic Design Automation GISCafe - Geographical Information Services TechJobsCafe - Technical Jobs and Resumes ShareCG - Share Computer Graphic (CG) Animation, 3D Art and 3D Models
  Privacy Policy Advertise