Latest Altium Investor Presentation

[EEVblog]

Has lots of interesting numbers and info on the EDA industry:
http://www.asx.com.au/asxpdf/20140228/pdf/42n245lfpcxq8f.pdf

[koko79]

Can anyone explain the difference between profit and underlying profit??

Altium keeps referring to underlying profit and it is not a term I have seen used before!

[EEVblog]

Can anyone explain the difference between profit and underlying profit??

http://www.investopedia.com/terms/u/underlying-profit.asp
and
http://www.deloitte.com/assets/Dcom-NewZealand/Local%20Assets/Documents/Financial%20Reporting%20Survey/nz_en_Financial_Reporting_Survey_Series_issue6.pdf
Basically it means they make up a number based on some warm fuzzy feeling.

[koko79]

Ah ok that clears it up a bit!

The market share pie chart is interesting. They want to become number one which is an admirable goal.

But how can they do that without the money for serious acquisition?

You can get better market share by simply winning new business but at the corporate level customers do not change these kind of tools often.

[zapta]

The market value pyramid slide explains why they don't go after eagle with a free version. No much value in the low end section.

[Rigby]

Basically it means they make up a number based on some warm fuzzy feeling.

I've never understood this about publicly traded companies.  They freaking GUESS about their profits for the next period, then if their guess was wrong, everyone pretends like the guess is what should have happened... Stocks rise & fall according to this nonsense.  If you make more profit than you predict, your stock goes down because you're a crap guesser.  If you make less profit than you predict, your stock goes way down because you're a crap guesser and a crap business.  If you change your forecast mid-period, your stock goes way down because your guess was so incredibly wrong that you actually had to change business practices to point your company toward your guess.

Making more or less profit than you predicted doesn't mean you performed poorly in any way, necessarily, it just means your stupid guess was wrong!

All that high finance crap is all a bunch of voodoo geared toward making those who know how to play richer, and everyone else poorer.

[peter.mitchell]

I find it odd how they want to "break up" the "monolithic structure" of altium, however, their main competitors have been doing the opposite?

Also, the background on the intro slide is almost the perfect design style for a youtube header, based on the thread about that.

[DerekG]

For those who missed it.

Altium sales increased 11.2% and profit (after tax & interest) up by 177% for the half year ending December 2013. Plus Nick Martin sells his shares.

https://www.eevblog.com/forum/altium/altium-designer-new-pricing-model-and-high-end-low-end-tool-in-development/msg406199/#msg406199