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Ansys ended 2022 on a positive note after delivering an all-around beat and surpassed its financial guidance across all key metrics, including earnings per share, operating margin, revenue, and ACV. Operating margin was impacted positively by outperforming revenue. Each of the company's go-to-market customer segments, enterprise volume, and strategic accounts grew by double-digits. The top contributors were automotive, ground transportation, defense, aerospace, semiconductor, and Hi-tech. ACV is
Companies: ANSYS, Inc. (ANSS:NAS)ANSYS (ANSS:NYSE)
Baptista Research
Ansys delivered a positive quarterly result with a strong performance on most key metrics, including revenues, earnings per share, operating margins, and ACV. The company surpassed market expectations on each of these metrics. Semiconductor and high-tech, automotive and ground transportation, and aerospace and defense were again the largest contributors in this quarter. From the geographic perspective, Ansys saw quite a strong growth from EMEA and Asia Pacific. The startup program of the company
This was an excellent quarter for Ansys, where the company managed to surpass Wall Street expectations in terms of revenues as well as earnings. It performed reasonable well on all key metrics including operating margin, ACV, and revenue. Ansys recently onboarded another international OEM through a multimillion-dollar agreement where its solutions would be used for autonomous driving, electromagnetic interference, and enterprise-level materials intelligence. From the geographical perspective, th
Companies: ANSYS, Inc. (ANSS:NAS)ANSYS, Inc. (0HG3:LON)
Ansys witnessed a strong ACV growth in the recent quarterly result and its performance was good. The company’s strategy to make simulation pervasive all over the life cycle of a product, its multi-physics product leadership, and its robust customer relationships, combined with continued investment in R&D of consumers, are driving demand for the multi-physics solution of Ansys. Ground and automotive transportation sectors, defense, aerospace, semiconductor, and high-tech are the largest contribut
Engineering and software provider, Ansys delivered another decent result with a 21% increase in the top-line, driven by sturdy performance in the semiconductor and high tech verticals. The backlog and deferred revenues of the company have grown 2.2% to $899.5 million, rendering foreseeability to its future. The company has seen a strong growth in revenues over the past five years with a consistently high operating margin, often above the 40% threshold. It is worth highlighting that Ansys has a s
In the new metaverse era, there is a definite scope for software companies that have the ability to bridge the gap between the digital and the real world. This presents an excellent macro-economic scenario for computer aided design and simulation companies like Ansys and Cadence. Both these players have progressed leaps and bounds from a technological standpoint and have given rival, Autodesk a run for its money. It will be interesting to compare their financial metrics side by side in order to
Companies: ANSS 0HG3 0HS2 CDNS
Engineering software provider, Ansys delivered a decent result with a 21% increase in the top-line driven by a strong performance in the high tech and semiconductor verticals. The company has a particularly strong base of small and medium-sized customers which has revived post the impact of the Covid-19 and this economic revival is a tailwind for Ansys. The company also saw its deferred revenues and backlog grow 2.2% to $899.5 million rendering a foreseeability to its future. Apart from technolo
Ansys has reached the target price from our last report as the company was comfortably able to beat its financial guidance across all its key metrics in the recent Q2 result. Its total revenue for Q2 rose by nearly 16% in constant currency and a major green flag was the ACV (Average Contract Value) of $430.5 million increased year-over-year by a staggering 25% (and 23% in constant currency). The company currently has a balance of GAAP deferred revenue and backlog of $927.1 million, a 10% increas
Research Tree provides access to ongoing research coverage, media content and regulatory news on ANSYS, Inc.. We currently have 92 research reports from 3 professional analysts.
Altitude’s FY24 results, flagged in a trading update last week, confirmed strong growth in revenue, adjusted EBITDA and adjusted EPS. We remain confident in the Group continuing its fast growth, based on strong momentum seen in Merchanting in Q1 FY25. Reflective of the evolving business profile, we have updated our model assumptions, adjusting revenue slightly, improving margins and lowering tax charges, which leaves adjusted EBITDA unchanged and, importantly for investors, increases adjusted EP
Companies: Altitude Group plc
Zeus Capital
The UK AIM market has three quoted commercial vehicle tracking businesses: Microlise Group (SAAS), Quartix Technologies (QTX); and Trakm8 Holdings (TRAK). This note focusses on the larger two, Microlise and Quartix, initiating research coverage on each and comparing respective business models, strategy, growth opportunities and valuation. Whilst the businesses generally target different parts of the market, our conclusion is that Quartix offers better near-term value, cash returns and ROCE, whil
Companies: Microlise Group plc (SAAS:LON)Quartix Technologies PLC (QTX:LON)
Feature article: Labour’s first Budget - Investors in their sights? Summary ► Budgets are always important for investors. ► The imminent Budget, at the end of October, will be doubly so, because it is the first from the new Labour government, and it has already signalled the need to fill an alleged £22bn black hole, while ruling out changes to more than half the tax base. That implies a lot of the pain will be felt by investors. ► This paper considers the impact of increases in rates for th
Companies: NBPE ACSO ICGT ARBB CSN RECI HAT STX VTA APAX DUKE
Hardman & Co
Companies: OHT CNC SCE IGP FEN TAST HVO VLG PIER XSG SEA MPL DUKE XLM
Cavendish
Pinewood Technologies’ H1 results, its first as a standalone SaaS business, show that the Group is putting the building blocks in place for its accelerated growth plan. New UK Lithia sites are being added, product and sales team investment is being made, and the discovery and planning stages of the US rollout are underway. Management is confident in meeting full year market expectations (£7.8m underlying PBT for the 11 month FY24 period), so our underlying P&L estimates are unchanged. We reiter
Companies: Pinewood Technologies Group PLC
This report looks at the neuromorphic computing industry. Neuromorphic Computing systems are designed to specifically mimic the human brain. The report talks about the overall market size, expected growth rates as well current trends driving the growth in the industry. Companies can also be categorized as core and non-core, the former being those that exclusively engage in neuromorphic computing solutions and those for which neuromorphic computing is just one part of their overall product or ser
Companies: BRN INTC AL2SI INTC 005930 IBM
GSBR Research
Companies: HSP VLG EXR
Crossword Cybersecurity announced today that it is issuing 7,749,226 new ordinary shares in respect of the second anniversary deferred acquisition of £450k for the acquisition of Threat Status (announcement dated 14 March 2022). The consideration shares, which are subject to a 12 month lock-in, have been issued at the preceding three-month average price of 5.81 pence per share. In addition, £125k consideration is payable in cash. Total consideration payable on the second anniversary following co
Companies: Crossword Cybersecurity Plc
Hybridan
17th April 2024 * A corporate client of Hybridan LLP ** Arranged by type of listing and date of announcement *** Alphabetically arranged **** Potential means Intention to Float (ITF) has been announced Dish of the day Admissions: Delistings: What’s baking in the oven? ** Potential**** Initial Public Offerings: Reverse Takeovers: 16 April 2024: Electric Guitar (ELEG.L) Concurrent with its Admission to trading on AIM, Electric Guitar is proposing to acquire the entire issued share capital of 3radi
Companies: ARS TIDE SCE SNX ECK CNS TST SPEC SSTY
Please find below our weekly update covering themes that we feel that are of interest to investors and participants in the small and mid-cap TMT sector as well as commentary on recent newsflow.
Companies: MBT PPS MIRI MWE ENET CHSS ITIM
Allenby Capital
Companies: dotDigital Group plc
Canaccord Genuity
Good Morning, Crossword Cybersecurity plc this week announced a trading update for the six months to 30 June 2022 and the extension and increase of several Convertible Loan Notes issued in December 2019. We have published research on this which is attached and a snapshot of the research is below. The cybersecurity solutions company has this week announced a trading update for the six months to 30 June 2022 and the extension and increase of several Convertible Loan Notes issued in December 2019
The cybersecurity solutions company focused on cyber strategy and risk, announces today that it has completed an oversubscribed fundraising of approximately £3.6m (gross) through a placing of 16,761,407 ordinary shares at a price of 21.7p per share. The placing price represents a 10% discount to the closing bid-price on 22 September 2022. Crossword intends to use the proceeds from new and existing institutional shareholders for sales and marketing, product development and support, geographical
About one week after the closing of a successful equity raise for £3.6m, Crossword today announces its unaudited interim results for the six months ended 30 June 2022. 1H22 revenue totalled £1,525k, up 85% year-on-year and achieving 38% of its annual target. The loss before tax was £2,273k for the period. Management reiterates its guidance for growing revenues by circa 75% to £4m in 2022 and by a further 50% to £6m in 2023. Crossword indicates that its ARR (Annual Recurring Revenue) grew 48% s
Good Morning, Crossword Cybersecurity plc, last week announced, the launch of its new Ransomware Readiness Assessment service. We have published research on this which is attached and a snapshot of the research is below. Crossword Cybersecurity announces the launch of its new Ransomware Readiness Assessment service, as part of its managed services Nightingale. The service helps organisations reduce exposure to ransomware attacks and is expected to attract business for Crossword’s Consulting pr