UGS is reporting a Q3 loss of US$7.4 million. Revenues for the quarter were $295.5 million, up 1.8% over a year earlier (or 0%, with constant currency). This is the smallest revenue increase of major CAD companies who have so far reported this quarter.
UGS: up 1.8%
INGR: up 4.6%
PTC: up 26%
DASTY: up 29%
ADSK: reports on Nov 16.
The CAD software revenue at UGS fell 0.5%, but other software revenue grew 6.5%.
I'd be interested in seeing where the revenue gains for the various CAD vendors came from. Raw numbers alone are not enough to draw any conclusions.
Dassault, UGS and PTC all compete in different areas, with different strengths and weaknesses.
Posted by: Evan Yares | Nov 13, 2006 at 12:46 PM
Both PTC and UGS give similar reasons:
PTC - our revenues are up because of acquisitions.
UGS - our losses are up because of acquisitions.
Posted by: ralphg | Nov 13, 2006 at 01:28 PM
I think PTC bouht well with Arbotext and managed to keep the momentum up when they took over. UGS has probably experienced a slow down with its puchases, mainly as the integration into the company,channel and technology are more complicated.
Posted by: Martyn Day | Nov 14, 2006 at 10:41 AM
I think PTC bought well with Arbotext and managed to keep the momentum up when they took over. UGS has probably experienced a slow down with its puchases, mainly as the integration into the company,channel and technology are more complicated.
Posted by: Martyn Day | Nov 14, 2006 at 10:41 AM