GLG News by AutoCAD by AutoDesk Experts

L. Stephen Wolfe, Chief Executive Officer

L. Stephen WolfeChief Executive OfficerCAD/CAM Publishing, Inc. What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

What happens to Dassault Systèmes’ sales surge after the IBM glow is gone?

October 28, 2010

Dassault Systèmes Reports Strong Third Quarter Results | www.businesswire.com

Dassault Systèmes reported another eye-popping year-to-year revenue increase of 38 percent in the third quarter of 2010. Profits soared 44 percent to €55.4 million euros on revenue of €403.6 million euros. But as we observed three months ago, much of that increase was generated by Dassault Systèmes’ purchase of IBM’s PLM sales organization.

L. Stephen Wolfe, Chief Executive Officer

L. Stephen WolfeChief Executive OfficerCAD/CAM Publishing, Inc. What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

PTC’s upturn continues

October 27, 2010

PTC Announces Q4 Results, Initiates FY’11 Targets and Q1 Guidance | www.businesswire.com

PTC's financial prospects are improving, but is the stock a good value?

L. Stephen Wolfe, Chief Executive Officer

L. Stephen WolfeChief Executive OfficerCAD/CAM Publishing, Inc. What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Autodesk's lack of PLM software hasn't hurt sales or profits.

August 13, 2010

Autodesk Reports 14 Percent Year over Year Revenue Growth | www.businesswire.com

Autodesk’s revenues in the most recent quarter rebounded more sharply than its peers in the engineering-software business who depend more on product lifecycle management (PLM) system sales.

L. Stephen Wolfe, Chief Executive Officer

L. Stephen WolfeChief Executive OfficerCAD/CAM Publishing, Inc. What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Forecasting Ansys’ growth

August 6, 2010

ANSYS, Inc. Reports Continued Growth Momentum in Second Quarter 2010 | www.businesswire.com

Ansys revenue growth compares favorably with its peers. But is it enough to justify its current share price?

L. Stephen Wolfe, Chief Executive Officer

L. Stephen WolfeChief Executive OfficerCAD/CAM Publishing, Inc. What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Dassault Systèmes revenue growth is less than meets the eye

July 29, 2010

Dassault Systèmes Reports Second Quarter Results with Strong EPS Growth | www.businesswire.com

Dassault Systèmes reported a 24 percent rise in revenue (in euros) for the quarter ended June 30, 2010 and a 90 percent increase in net income. However, this seemingly stellar performance was not the result of robust new demand for Dassault Systèmes engineering-software products.

L. Stephen Wolfe, Chief Executive Officer

L. Stephen WolfeChief Executive OfficerCAD/CAM Publishing, Inc. What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

PTC revenues portend engineering software upturn

July 28, 2010

PTC Announces Q3 Results, Initiates Q4 Guidance and Maintains FY’10 Targets | www.businesswire.com

PTC’s new license revenues soared 36 percent compared with the like quarter a year ago. License revenues are a harbinger of better times, because in the software business, consulting and annual maintenance are almost sure to follow.

Howard Bergman, Vice President

Howard BergmanVice PresidentDERIVE TECHNOLOGIES LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Virtual Desktops - whats next ?

June 18, 2010

Everyone is asking or at least curious about virtual desktops, what does it do ?how does it work ?what's the ROI ? who are the leaders ? In the analysis below, I will provide some answers and opinions.

L. Stephen Wolfe, Chief Executive Officer

L. Stephen WolfeChief Executive OfficerCAD/CAM Publishing, Inc. What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Was Autodesk a bubble stock?

November 18, 2009

Autodesk Increases Profitability in Third Quarter Fiscal 2010 | www.businesswire.com

Today Autodesk became the last of the large publicly traded engineering software companies to announce its earnings. Whereas Autodesk had been a sales and profit leader during the run-up to the financial bubble that burst in 2008, its sales have fallen faster than its peers in the past 12 months. What's going on?

L. Stephen Wolfe, Chief Executive Officer

L. Stephen WolfeChief Executive OfficerCAD/CAM Publishing, Inc. What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Ansys results stronger than other engineering software vendors but risks remain

November 5, 2009

ANSYS, Inc. Reports Solid Revenue Results with Strong Margins and Non-GAAP EPS Outperformance for the Third Quarter 2009 | www.businesswire.com

Revenues and profits at Ansys, Inc. increased year-to-year in the third quarter, a better showing than the larger and more integrated engineering software companies such as Dassault Systèmes and Parametric Technology. So why is management hoarding cash?

L. Stephen Wolfe, Chief Executive Officer

L. Stephen WolfeChief Executive OfficerCAD/CAM Publishing, Inc. What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

IBM and Dassault Systems plan an amiable separation

October 28, 2009

"Dassault Systemes and IBM Announce Intent to Integrate IBM PLM Sales Operation into DS" | www.3ds.com

Late on the evening of October 26, IBM announced its intention to sell its "IBM sales and client support operations encompassing DS's Product Lifecycle Management (PLM) software … customer contracts and related assets" to Dassault Systèmes .

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