世界上前几位的PLM的战略都在变化，并且彼此在各自有竞争力的方向上更进一步，从概念上各公司都在走差异化的道路，难道是PLM从“红海”开始走向“蓝海”？
西门子PLM：UGS与西门子自动化部进行整合后，其“数字化工厂”的概念得到了空前的推动，其他PLM厂商将难以在强调“产品创新和制造的协同”方面与西门子PLM抗衡；因为制造的自动化，包括生产线的设计与施工本来就是西门子的强项，世界上最大的机场航站楼，北京机场第三航站楼就是西门子设计的项目。其他PLM谁有这个能力？
Dassult system ： Dassult 全面走向创新的前端，在创新的前端有着深厚的技术基础和、用户基础、行业基础。这与西门子PLM有着强烈的对比。
PTC ： 更强调“产品创新的管理”，Windchill PLM是他们的重点。
ADSK ： 重点推广“数字化样机”，从概念设计，到工业造型，到详细设计，到数字仿真。ADSK的理念就是技术的平民化，将高技术的产品，通过ADSK公司“321”战略，依靠全球分布的渠道，高效率的销售出去。ADSK的产品真不少，估计有四五十个吧，感觉就像一个大卖场，上面有很多平民化的高技术产品，呵呵！
以下付几个公司近年来的财务情况，由于西门子PLM是一个部门，没有获得详细的财务信息。
Par Technology Corp: Highlights
Financial data in U.S. dollars
|
| Financial Highlights |
| Sales | 213.76 Mil | | Income | -2.14 Mil | | Net Profit Margin | -1.00% | | Return on Equity | -2.53% | | Debt/Equity Ratio | 0.14 | | | Revenue/Share | 14.78 | | Earnings/Share | -0.15 | | Book Value/Share | 5.85 | | Dividend Rate | 0.00 | | Payout Ratio | NA | |
| Revenue - Quarterly Results (in Millions) |
| | FY (12/08) | FY (12/07) | FY (12/06) |
| 1st Qtr | 52.1 | 47.8 | 52.6 |
| 2nd Qtr | NA | 49.9 | 53.3 |
| 3rd Qtr | NA | 51.6 | 48.5 |
| 4th Qtr | NA | 60.2 | 54.2 |
| Total | 52.1 | 209.5 | 208.7 |
| Earnings Per Share - Quarterly Results |
| | FY (12/08) | FY (12/07) | FY (12/06) |
| 1st Qtr | -$0.05 | -$0.09 | $0.14 |
| 2nd Qtr | NA | -$0.07 | $0.16 |
| 3rd Qtr | NA | -$0.06 | $0.04 |
| 4th Qtr | NA | $0.03 | $0.06 |
| Total | -$0.05 | -$0.19 | $0.40 |
| Qtr. over Qtr. EPS Growth Rate |
| FY (12/08) | FY (12/07) | FY (12/06) |
| 1st Qtr | NA | NA | --- |
| 2nd Qtr | NA | 22% | 14% |
| 3rd Qtr | NA | 14% | -75% |
| 4th Qtr | NA | NA | 50% |
| Yr. over Yr. EPS Growth Rate |
| FY (12/08) | FY (12/07) |
| 1st Qtr | 44% | NA |
| 2nd Qtr | NA | NA |
| 3rd Qtr | NA | NA |
| 4th Qtr | NA | -50% |
| | | | |
Autodesk Inc: Highlights
Financial data in U.S. dollars
|
| Financial Highlights |
| Sales | 2.26 Bil | | Income | 367.50 Mil | | Net Profit Margin | 16.25% | | Return on Equity | 30.89% | | Debt/Equity Ratio | 0.04 | | | Revenue/Share | 9.48 | | Earnings/Share | 1.54 | | Book Value/Share | 5.07 | | Dividend Rate | 0.00 | | Payout Ratio | 0.00% | |
| Revenue - Quarterly Results (in Millions) |
| | FY (01/09) | FY (01/08) | FY (01/07) |
| 1st Qtr | 598.8 | 508.6 | 436.0 |
| 2nd Qtr | NA | 525.9 | 449.6 |
| 3rd Qtr | NA | 538.4 | 456.8 |
| 4th Qtr | NA | 599.0 | 497.4 |
| Total | 598.8 | 2,171.9 | 1,839.8 |
| Earnings Per Share - Quarterly Results |
| | FY (01/09) | FY (01/08) | FY (01/07) |
| 1st Qtr | $0.42 | $0.36 | $0.21 |
| 2nd Qtr | NA | $0.40 | $0.38 |
| 3rd Qtr | NA | $0.37 | $0.25 |
| 4th Qtr | NA | $0.42 | $0.42 |
| Total | $0.42 | $1.55 | $1.26 |
| Qtr. over Qtr. EPS Growth Rate |
| FY (01/09) | FY (01/08) | FY (01/07) |
| 1st Qtr | 0% | -14% | --- |
| 2nd Qtr | NA | 11% | 81% |
| 3rd Qtr | NA | -8% | -34% |
| 4th Qtr | NA | 14% | 68% |
| Yr. over Yr. EPS Growth Rate |
| FY (01/09) | FY (01/08) |
| 1st Qtr | 17% | 71% |
| 2nd Qtr | NA | 5% |
| 3rd Qtr | NA | 48% |
| 4th Qtr | NA | 0% |
| | | | |
Dassault System ADR: Highlights
Financial data in U.S. dollars
|
| Financial Highlights |
| Sales | 1.99 Bil | | Income | 290.33 Mil | | Net Profit Margin | 14.62% | | Return on Equity | 16.26% | | Debt/Equity Ratio | 0.18 | | | Revenue/Share | 16.57 | | Earnings/Share | 2.42 | | Book Value/Share | 15.29 | | Dividend Rate | 0.72 | | Payout Ratio | 29.00% | |
| Revenue - Quarterly Results (in Millions) |
| | FY (12/08) | FY (12/07) | FY (12/06) |
| 1st Qtr | 478.4 | 452.8 | 392.4 |
| 2nd Qtr | NA | 475.8 | 435.8 |
| 3rd Qtr | NA | 465.5 | 430.0 |
| 4th Qtr | NA | 565.1 | 543.8 |
| Total | 478.4 | 1,959.2 | 1,802.0 |
| Earnings Per Share - Quarterly Results |
| | FY (12/08) | FY (12/07) | FY (12/06) |
| 1st Qtr | $0.54 | $0.44 | $0.42 |
| 2nd Qtr | NA | $0.51 | $0.40 |
| 3rd Qtr | NA | $0.41 | $0.55 |
| 4th Qtr | NA | $1.02 | $1.05 |
| Total | $0.54 | $2.38 | $2.42 |
| Qtr. over Qtr. EPS Growth Rate |
| FY (12/08) | FY (12/07) | FY (12/06) |
| 1st Qtr | -47% | -58% | --- |
| 2nd Qtr | NA | 16% | -5% |
| 3rd Qtr | NA | -20% | 38% |
| 4th Qtr | NA | 149% | 91% |
| Yr. over Yr. EPS Growth Rate |
| FY (12/08) | FY (12/07) |
| 1st Qtr | 23% | 5% |
| 2nd Qtr | NA | 27% |
| 3rd Qtr | NA | -25% |
| 4th Qtr | NA | -3% |
| | | | |
发表于：
2008-06-26 13:36 清风明月 阅读(1953)
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