Yesterday PTC reported their calendar Q108 financial results and it was a mixed bag… Pro/E revenue struggles, but Windchill fared well. EMEA and AP were up, but Americas suffered. The Americas results follow what seems like every software vendor is facing… major pullbacks either in backing out of deals, or reducing the size of the deal. Also, ex the acquisition of CoCreate and overall growth was what could be termed as “OK”.
Dassault reports next week and I look for similar results… albeit with the usual French “flair”… EMEA/AP strengths and Americas weakness.
Update – Thursday PM: Autodesk preannounced on the positive side this AM for total revenue… will be interesting to see what caused to upswing. One would think that certainly not the Americas region as it is currently in a major housing slump. We’ll see if we get any indication this afternoon.
Update – Friday: Appears Autodesk positive pre-report is due only to currency.
