The EDA and MCAD/MCAE Almanac - Nominal Q1 2012

Henke Associates recognizes that some MCAD/PLM/MCAE vendors have expanded their offerings into the world of “multi-physics” by moving beyond pure MCAD into other disciplines, such as fluid dynamics and electronic analysis (e.g. ANSYS). These Commentaries will also report on these new areas as appropriate. (The EDA WEEKLY article posted on on July 19, 2010, entitled, “ANSYS turns 40!” dealt with ANSYS multi-physics, and it is available in the EDA WEEKLY archives). ANSYS took an even larger step in the direction of Silicon Valley with last year’s purchase of Apache. And of course Dassault Systemes added certain EDA capabilities to its EDA repertoire with the acquisition of ELSYS.

There is no better indicator that the worlds of EDA and MCAD/MCAE are coming together than to realize that two of the top four MCAD/MCAE vendors listed above participated aggressively in the 49th EDA Design Automation Conference held a few weeks ago here in San Francisco (ANSYS & Dassault), joining the four listed EDA vendors Cadence, Mentor, SpringSoft and Synopsys at this premier annual EDA showcase:



The EDA companies for their parts are also embracing the benefit of offerings from partnerships and even acquisitions of mechanical systems entities which allow their users to iterate or interface smoothly into the complex but lucrative world of systems analysis and design, such as Mentor’s late 2009 acquisition of the computational fluid dynamics & thermal analysis software enterprise Flomerics and the subsequent formation of the MGC Mechanical Analysis Division. These and other moves build invaluable vendor experience, allowing vendors to take on more and more complex systems challenges that in the past they were prone to avoid. These moves allow such vendors to stake out new business opportunities which are hard for others to duplicate. This topic has been pursued in different forms for several years in articles in these pages, such as:

...and new articles to come in the months ahead.


Structure of the Presentation in this Issue

The two Groups of Vendors, four in EDA and four in MCAD/MCAE as listed above, will be reported separately herein. Then near the end of the article, the individual reports on each of the 8 vendors end with summary charts of revenues and earnings. Recent stock performances in the form of Yahoo Finance stock charts will also be included when available and instructional. A relatively new feature added here for EDA and MCAD/MCAE vendors, as they were for IP suppliers recently, are Google P&L graphs for most vendors if available. Year-end reports will usually contain bar graphs where each bar represents a year, whereas reports on interim quarters, such as this issue, will feature graphs were each bar represents a quarter.

Who will it be?  

Keen readers will notice that a replacement for MAGMA in these EDA Commentaries has not yet been named. (MAGMA was acquired by Synopsys late last year). Ah, but the replacement EDA vendor for future reports has been chosen! A major portion on next month’s EDA Commentary will be devoted to this replacement vendor, restoring the EDA Group to five members.  The MCAD/MCAE list will also be rounded up to five by including the latest results from The ESI Group in the next quarterly report.

Now, to honor the MCAD/MCAE vendors who completed and published their nominal Q1 2012 financial reports a number of days earlier than their EDA brethren, we present the MCAD/MCAE G4 individual reports first, followed by the EDA G4, and then the by-now familiar Summary Tables of EDA and MCAD/MCAE Revenues, Earnings,  and Returns on Sales (ROS %).

So Enjoy!


On May 03, 2012, ANSYS, Inc. (NASDAQ: ANSS) announced growth in both revenue and diluted earnings per share for the first quarter of 2012. 

ANSYS Highlights for Nominal Q1 2012  

  • GAAP revenue of $185.3 million
  • GAAP diluted earnings per share of $0.48
  • Operating cash flows of $83.6 million
  • GAAP operating profit margin of 36.6%

Total GAAP revenue for nominal Q1 2012 was $185.345 million, an increase of 17.3% over the $158.047 million in the corresponding year ago nominal Q1 2011, but 6.5% below the $198.210 million achieved in the just prior Q4 2011.  Guidance provided by ANSYS three months ago for Q1 2012 was for revenue in the range of $182.8 - $189.8 million.

GAAP net income for Q1 2012 was $45.539 million, a YOY increase of 7.81% over Q1 2011’s $42.241 million, but down some 4.05% from the $47.460 million earned in sequential Q4 2011.

Diluted earnings per share increased 7.8% to $0.48 for Q1 2012 over the $0.45 EPS for the first quarter of 2011.  Guidance provided three months ago was for Q1 2012 to achieve GAAP diluted earnings per share of $0.43 - $0.49.

The growth in the first quarter of 2012 was spread across all major geographic regions and among a broad array of industries, according to ANSYS.

"ANSYS is off to a strong start in 2012, as evidenced by our first quarter results.  These results reflect the impact of the persistent dedication and efforts of the global ANSYS team and demonstrate our continued progress in executing on our long-term vision," stated Jim Cashman , ANSYS President & CEO. 

"We entered into the year with momentum, and we continue to be pleased with the combined financial performance and the integration progress of the Apache business.  The results of the first quarter of 2012 are highlighted by a record deferred revenue balance of $299.4 million, strong margins and cash flows, non-GAAP earnings in the upper end of our guidance range, major account expansion and continued growth of all major product lines,” said Cashman. 

”We also saw a 39% increase in our non-GAAP lease revenue for Q1 2012 as compared to Q1 2011, which is largely indicative of the influence of the Apache license model combined with the impact of some customers shifting their purchasing decisions to our annual lease offering.  While the growth in our lease business does affect short-term license revenue growth, it also contributes to the deferred revenue balance and helps to build our recurring revenue base. While we continued to meet or exceed on a number of key financial metrics, we also see opportunities for focus and execution improvement.  As 2012 continues to unfold, we believe we are well positioned to invest and capitalize on the global market opportunities for growth, leveraging our extensive customer base and technological leadership position to drive results and continue to deliver on our commitments," Cashman concluded.

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