Core Insights - Computer Modelling Group Ltd. (CMG Group) reported its financial results for the three and six months ended September 30, 2025, highlighting a cash dividend approval of $0.01 per Common Share for the second quarter [1][12] Financial Performance - Total revenue increased by 2% to $30.2 million, with a 17% organic decline and 19% growth from acquisitions [7] - Recurring revenue rose by 13% to $20.7 million, driven by a 22% growth from acquisitions despite a 9% organic decline [7] - Adjusted EBITDA decreased by 25% to $7.6 million, with an Adjusted EBITDA margin of 25%, down from 34% in the previous year [7][21] - Earnings per share fell by 40% to $0.03, while Free Cash Flow decreased by 68% to $2.0 million [7][10] - For the six months, total revenue was flat at $59.8 million, with a 15% organic decline and 15% growth from acquisitions [7] Acquisitions and Strategic Moves - CMG Group completed its third significant acquisition, SeisWare International Inc., enhancing its Seismic Solutions portfolio [5] - A multi-year simulation software licensing agreement with Shell was announced, marking a significant product development relationship [6] - The company closed a $100 million credit facility to support its acquisition strategy and manage market volatility [8] Market Dynamics - The energy market remains volatile with muted commodity prices, leading to longer sales cycles and a slower pace in closing new opportunities [5] - The decline in organic revenue was primarily due to lower perpetual software license sales and reductions in professional services [9] Future Outlook - Revenue in the second half of the year is expected to be higher than in the first half, with organic recurring revenue growth anticipated to turn positive in the fourth quarter [10] - Adjusted EBITDA and Free Cash Flow are expected to improve in the second half, although full-year Adjusted EBITDA is projected to be lower compared to the previous fiscal year [11]

Core Viewpoint - ANSYS, Inc. is set to report its Q1 2025 earnings on April 30, with an expected EPS of $1.75, reflecting a 25.9% increase year-over-year [1][2] Financial Performance - The Zacks Consensus Estimate for revenues stands at $529.4 million, indicating a 13.5% growth from the previous year [2] - ANSYS has beaten the Zacks Consensus Estimate in three of the last four quarters, with an average earnings surprise of 12.28% [2] Factors Driving Performance - Increased sales of simulation solutions across key sectors such as aerospace and defense, high tech, automotive, industrial equipment, and energy are expected to contribute to revenue growth [3] - Advanced simulation solutions for 5G, autonomous vehicles, IoT devices, and high-performance chips are likely enhancing customer engagement and deal activity [4] - The integration of NVIDIA Omniverse capabilities into ANSYS products may positively impact performance [4] Revenue Streams - ANSYS is benefiting from rising maintenance and subscription lease revenues, along with growth in perpetual license revenues [5] - Strategic partnerships, particularly the collaboration with Microsoft to enhance product accessibility via Azure, are expected to positively influence performance [5] Recent Developments - On April 24, 2025, ANSYS announced expanded AI-assisted workflows for RF design migration and photonic ICs, enhancing its semiconductor certifications through collaboration with TSMC [7] - ANSYS completed the largest-ever commercial Fluent CFD simulation using AMD GPUs, showcasing its technological capabilities [9] - Certification of ANSYS' Lumerical Photonic Design Tools by GlobalFoundries supports advanced chip development for generative AI and other applications [10] Market Context - ANSYS shares have decreased by 2.4% over the past six months, while the Zacks Computer-Software industry has declined by 8.6% [2] - Geopolitical challenges, unfavorable forex fluctuations, and macroeconomic uncertainties are ongoing concerns for the company [6]