The EDA & MCAD/MCAE Almanac – Nominal Q2 2012

http://www10.mcadcafe.com/nbc/articles/view_article.php?articleid=999317&interstitial_displayed=Yes

While covered in an independent quarterly EDCafe.com report issued by the writer, the EDA Electronics IP Industry Commentaries started in 2003 with eight (8) publicly-traded IP companies from around the world (called the "Group-of-8" or "G8"), as representative of the financial state of the nascent Electronics IP Industry. Subsequently, ARM absorbed Artisan Components in 2004; Mentor Graphics acquired LogicVision in 2009; and Synopsys bought Virage Logic in 2010.

So nowadays, when we report on the Electronics IP Industry quarterly financials, the following IP G5 vendors are included:  ARM Holdings, CEVA, MIPS Technologies, MoSys and Rambus.



Recent History of Combined Commentaries

December 12, 2011

In December 2011 a comprehensive report that combined financial data from both the EDA and MCAD/MCAE industries for the third quarter of 2011, was the EDA WEEKLY initially posted in EDACafe.com and MCADcafe.com on December 12, 2011, entitled,

“The EDA and MCAD/MCAE Almanac – Nominal Q3 2011”

http://www10.edacafe.com/nbc/articles/view_article.php?articleid=1038335

 


April 23, 2012

Next in the sequence was a “Mini-Almanac” summary report posted as a BLOG-ONLY version on April 23, 2012, which carried the masthead as follows: 

Industry Commentary

-----------------------------------------------------------------------------------------------

Dr. Russ Henke
The writer of the following article has posted over 100 articles on EDACafe.com since 2003, in the form of Quarterly Commentaries on the worldwide EDA. EDA IP, and MCAD/MCAE Industries as well as monthly editorials covering vendors, products, finances and new developments. Beginning April 2012 these … More ».........

“New Commentary: EDA & MCAD/MCAE Industry Mini-Almanac – Nominal Q4 2011” 

http://www10.edacafe.com/blogs/edaindustrycommentary/archives/106

 


June 25, 2012

Next was the full-fledged June 25, 2012 edition of the COMMENTARY, entitled,

EDA & MCAD/MCAE Industry Almanac – Nominal Q1 2012”

http://www10.edacafe.com/nbc/articles/view_article.php?section=Commentary&articleid=1099325

which covered in detail vendor financial reports issued by the relevant vendors between April 25, 2012 and May 23, 2012.

This June 25, 2012 Nominal Q1 2012 issue was a full-fledged article that stood on its own, but it contained the seeds of a potential cross-referencing ENTRY that would characterize subsequent quarterly Almanac issues to come:    

Namely, it contained an “Important Message” relating to the contents of the previous Q1 2012 Almanac, and this “Important Message” appeared on July 19, 2012 in the daily EDACafe NEWSLETTER. THE ESSENTIAL MESSAGE OF THIS PART II POSTING stated as follows:

The June 25, 2012 Almanac reports in detail on the financial results for nominal Q1 2012 of the following software vendors:

Keen readers immediately noticed that as recent as June 25, the EDA list of covered vendors was only four (4) vendors in length instead of the usual “Group of Five,’’ or “G5;” likewise for the MCAD/MCAE list. Indeed, readers of the June 25, 2012 Almanac and other EDA Commentaries of the recent past surely noticed that a replacement for MAGMA in these electronic newsletters had not yet been named. (MAGMA was acquired by Synopsys late last year).

The July 19, 2012 notice officially informed readers that Altium Limited had been restored as the fifth member of the EDA G5 (Group-of-Five), after a one-year absence.


July 27, 2012
 

This led directly to the BLOG of July 27, 2012, which contained an advanced release of one of the CHAPTERS (TWO) of the Q2 2012 Almanac, which CHAPTERS were all originally scheduled for 100%-simultaneous September posting:

Industry Commentary

Dr. Russ Henke
The writer of the following article has posted over 100 articles on EDACafe.com since 2003, in the form of Quarterly Commentaries on the worldwide EDA and EDA IP Industries as well as monthly Editorials covering vendors, products, finances and new developments. Beginning April 2012 these … More »

The EDA and MCAD/MCAE Almanac – Nominal Q2 2012 Part II  

Finally, today July 27, 2012 you have this new Blog:

Altium announces unaudited update on financial
performance for year to June 30, 2012

On July 25, 2012, Electronics design software company Altium Limited announced an unaudited update on its financial results for the financial year ending June 30, 2012.

Nominal Q2 2012 Update

For Nominal Q2 2012, the three months ending June 30, 2012 Altium sales grew to US$20.1 million.

For the Fiscal Year 2012 overall, sales were US$61.2 million, up 21% over FY2011.


# # # # #


The following chart was prepared by the EDA Contributing Editor from data reported for Altium sales after three quarters of Fiscal 2012, which are compared in the chart below vs. three quarters of Fiscal 2011:


The factors in the last column for each area of the world served by Altium are generated by dividing sales totals of three quarters YTD for 2012 by the three quarters YTD for Fiscal  2011, after converting any euro numbers to US$.


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