UGS reports Q4 revenue of US$326.7 million, and increase of 15% from a year ago. Fiscal revenue was US$1.15 billion, just ahead of Dassault's US$1.12 billion. That slides UGS ahead into second place behind Autodesk, in terms of annual and Q4 revenues.
OTOH, both UGS and Dassault are almost entirely in the MCAD/PLM field, while Autodesk's revenues are spread across numerous disciplines, such as AEC, GIS and movie F/X. As a point of comparison, Autodesk's MCAD division had Q3 revenues of US$63 million -- roughly 5x smaller than UGS and DS. (ADSK Q4 and fiscal results are due out on Feb 28.)
In other news, UGS, still privately owned, celebrates its first year of independence from EDS. "In 2005, we claimed the number one spot in digital manufacturing and solidified our cPDM leadership," sez ceoTony Affuso.
Hmmm, according to what I saw, DS reported 944 million euros for FY05 yesterday and at an average 2005 exchange rate of $1.25/euro, you get $1.18 billion.
So no, UGS remains in third place.
Posted by: john | Feb 10, 2006 at 03:54 PM
one other note:
DS also reported a much stronger 4th Qtr at $380.25M than UGS (over 16% higher).
Posted by: john | Feb 10, 2006 at 04:00 PM
What confuses me is that both recent reports mention that their PLM solutions are being used the by Lockheed Martin for the F-35 Fighter. What gives?
Posted by: Jason | Feb 11, 2006 at 01:27 PM
I personally don't care about who's first, second, or third, in dollars or euros.
More interesting is the impact of their sales on long-term retention of customers.
On the F-35 program: I believe CATIA is the primary design tool, and Teamcenter is the primary PDM tool.
Posted by: Evan Yares | Feb 12, 2006 at 09:43 PM
Number 2 sounds good. Is UGS making money and can they sustain longterm R&D investments required to stay on top?
Posted by: Pete | Feb 13, 2006 at 12:05 PM