The EDA & MCAD/MCAE Almanac – Nominal Q2 2012

A booked GAAP net income of $50.262 million in the second quarter of 2012, up 10.63% as compared to $45.431 million in the year-over-year second quarter of 2011, and up 10.37% compared to $45.539 million net income in sequential Q1 2012. 

GAAP diluted earnings per share of $0.53 in the second quarter of 2012, up 10.42% year-over-year as compared to $0.48 in the second quarter of 2011; and up 23.26% compared to $0.45 in sequential Q1 2012.

GAAP diluted earnings per share of $1.01 in the first six months of 2012, up 8.69% as compared to $0.93 in the first six months of 2011.

Q2 2012 and Fiscal Year 2012 Guidance from 3 months ago

Three months earlier, on May 03, 2012, the Company had expected the following for the second quarter ending June 30, 2012:

  • GAAP revenue in the range of $191.2 - $198.2 million
  • GAAP diluted earnings per share of $0.46 - $0.51

The Company likewise expected the following for the fiscal year ending December 31, 2012:

  • GAAP revenue in the range of $806.6 - $826.6 million
  • GAAP diluted earnings per share of $2.05 - $2.17

August 2: Management's Remaining 2012 Financial Outlook

The Company has updated its 2012 revenue and earnings per share guidance below.

Third Quarter and Fiscal Year 2012 Guidance

The Company currently expects the following for the quarter ending September 30, 2012:

  • GAAP Revenue in the range of $194 - $202 million
  • GAAP diluted earnings per share of $0.43 - $0.48

The Company currently expects the following for the fiscal year ending December 31, 2012:

  • GAAP Revenue in the range of $801 - $824 million
  • GAAP diluted earnings per share of $1.94 - $2.0

ANSYS self-description

ANSYS brings clarity and insight to customers' most complex design challenges through fast, accurate and reliable engineering simulation. Our technology enables organizations ― no matter their industry ― to predict with confidence that their products will thrive in the real world. Customers trust our software to help ensure product integrity and drive business success through innovation. Founded in 1970, ANSYS employs more than 2,300 professionals, many of them experts in engineering fields such as finite element analysis, computational fluid dynamics, electronics and electromagnetics, and design optimization. Headquartered south of Pittsburgh, Pennsylvania, U.S.A., ANSYS has more than 65 strategic sales locations throughout the world with a network of channel partners in 40+ countries. Visit www.ansys.com for more information.


 

The Concluding Tables and Comments  

EDA & MCAD/MCAE VENDORS SUMMARY FINANCIALS  Q2 2012

Tables 1 & 2 below set out a summary of the Nominal Q2 2012 revenues and earnings, respectively, for the four selected EDA vendors and then the four selected MCAD/MCAE vendors covered in this October 8, 2012 issue of the Almanac.

Several observations may be made from this latest Table 1:

  1.  All the vendors in each Group of four enjoyed slightly higher sequential quarterly revenue in Q2 2012 vs. Q1 2012, except for Mentor Graphics in EDA and Autodesk in MCAD/MCAE. Nevertheless, in both sets of vendors, the fall offs of Mentor and Autodesk in Q2 vs. Q1 were not serious enough to cause their respective group totals in Q2 to fall below the group totals achieved in Q1.
  2. Recall that both sets of vendors in total experienced the usual fall off of revenues in Q1 2012 following the traditional robust Q4 2011 of the preceding year. The EDA group of 4 revenue total in Q1 2012 was off -5.30% compared to Q4 2011, whereas the MCAD/MCAE group of 4 revenue total in Q1 2012 was off -6.29% compared to Q4 2011.
  3. Three of the four EDA vendors covered for Q1 2012 actually scored revenues in Q1 2012 slightly larger than they did in the just prior Q4 2011, but Mentor Graphics missed by more than $50 million, or -22+%, bringing the EDA G4 total Q1 2012 revenue in below its total Q4 2011 level. Still, Q1 2012 for the EDA G4 in total was easily larger than any other EDA G4 quarterly total in 2011, except Q4 2011.
  4. The MCAD/MCAE group continued to enjoy +60% revenue leadership in Q2 2012 over the EDA Group, but its lead narrowed slightly (by 1.7% points) in Q2 2012 vs. Q1 2012.  
  5. Q1 2012 was universally less that Q4 2011 for all members of the G4 MCAD/MCAE vendors.
  6. For the year 2011, the order of revenue totals for thr Big 3 EDA companies  remained the same as in most recent years: Synopsys was number 1, followed by Cadence and then MGC. However, each of the Big 3 EDA vendors eclipsed the billion dollar mark in revenue for the first time in 2011. Two quarters unto 2012, the same Synopsys – Cadence- MGC order persists.
  7. In MCAD/MCAE, Dassault Systemes won the most full year 2011 revenue title, followed closely by Autodesk, PTC and ANSYS in that order. Same order of total revenue rank prevails so far halfway into 2012.
  8. Among the eight vendors, recall that Cadence had the best YOY % revenue growth Q1 2012 vs. Q1 2011 at nearly 19%, and ANSYS delivered a close second at just over 17%. But for Q2 2012, ANSYS replaced Cadence as the fastest growing percentage leader YOY Q2 2012 vs. Q2 2011 in revenue among the eight vendors listed.
  9. It may be noticed that Dassault’s Euro revenue growth rate of +17.34% YOY comparing Q2 2012 to Q2 2011, was completely obliterated in the conversion to dollars by the reduction in the multiplier of the Euro to $ conversion factor to 1.22 from 1.439 a year ago. Is it any wonder why Dassault uses ‘constant currencies’ for its own public reporting?

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