- Dassault will be reporting 2Q11 results on Thursday July 28th. For the quarter, we are estimating total revenues and non-IFRS [ie, International Financial Reporting Standards] earnings of €407.9 million [roughly US$585m], up 6%.
- We are assuming Catia revenues up 3%; “Mainstream 3D” [ie, SolidWorks] revenues up 11%, and Enovia revenues up 1%.
- PTC will be reporting 3Q11 results after the close of market on Tuesday July 26th. For the quarter, we are estimating total revenues and earnings of $279.9 million, up 15%.
As for Autodesk, he notes that "at a time when the value of Flash has been questioned, Autodesk committed $36 million to buying a company [ie, Scaleform] that relies upon that technology." (Autodesk's earning come a few weeks later.)
As a side note, I find it an interesting exercise to multiple Dassault's quarterly earning by four and by the Euro-US$ exchange rate -- e408 x 1.44 x 4 = $2,350 -- implying that it could soon become a two-billion-dollar-a-year corporation.