ALTIUM IOT360 software - Page 1
Forum section: electronics / general

author: mingming
author_rank: Contributor
timestamp: November 25, 2017, 09:13:51 am
content: What kind of software is this?http://www.altium.com/resources/investor-announcement/technology_day_presentation.pdf

author: Analog
author_rank: Contributor
timestamp: November 28, 2017, 06:00:16 pm
content: That presentation reads like a cry for help from Altium.

author: hammy
author_rank: Unknown
timestamp: November 28, 2017, 09:56:02 pm
content: cloud based pcb design

author: hamdi.tn
author_rank: Frequent Contributor
timestamp: November 28, 2017, 10:31:01 pm
content: is 360 a suffix for every damn software now

author: DerekG
author_rank: Frequent Contributor
timestamp: November 28, 2017, 11:22:14 pm
content: Quote from: Analog on November 28, 2017, 06:00:16 pmThe marketing division has been very busy in attracting new share investors. This is what Altium has been good at, particularly from 2012 onwards.Whilst I've always been very critical of both Altium Designer itself & Altium the company, you have to admit they are going pretty well.$42 million cash in the bankNo debtShare dividend increased by 15%Revenue up 18%Looking on the Australian Stock Exchange, the yield is not great at 1.74%. It is 99% franked however (which means for Australian investors it is almost 30c/dollar tax paid), however it is the capital growth that has been quite impressive (from around AUD$8 in July 2017 to around AUD$13.50 currently) since the stock has been on the recommended buy list from a number of stock investment advisors:https://www.fool.com.au/2017/11/21/3-buy-and-hold-tech-investments-for-2018/Given that their shareholders pitch is seen by the ASX, it is likely to be reasonably accurate. The forward forecasts may vary of course.Comparing Altium with the other companies on their competitors list, it is probably fair to say that Altium understands the marketing of their product to both their shareholders & their customers/potential customers the most, which is why they are doing well.Interesting to see they only have 5520 Altium Designer seats though. Not many. They are loyal however with around 53% being listed as recurring customers.Given they have 34522 subscribers in total, their must be a lot of customers on their lower end Circuit Maker & Circuit Studio offerings.

author: Kelbit
author_rank: Regular Contributor
timestamp: December 04, 2017, 10:30:06 pm
content: Quote from: hammy on November 28, 2017, 09:56:02 pmLooks like that's how they're positioning their acquisition of Upverter. Interesting to see the Autodesk stuff in there too on the MCAD side. Potential co-marketing of Upverter with Autodesk Fusion 360? That would be unusual given Autodesk's ownership of Eagle.EDIT: I think that was just for comparison purposes, since they also have Dassault in the pyramid.

author: thm_w
author_rank: Super Contributor
timestamp: December 06, 2017, 11:46:06 pm
content: Quote from: hammy on November 28, 2017, 09:56:02 pm"FPGA integration is the future" all over again, distraction from the main product and why customers like it.

author: Analog
author_rank: Contributor
timestamp: December 10, 2017, 02:41:22 am
content: Altium 2018 IoT 360 with big data blockchain cloud based machine learning analytics and VR wearables.

author: EEVblog
author_rank: Unknown
timestamp: December 10, 2017, 05:13:20 am
content: Quote from: thm_w on December 06, 2017, 11:46:06 pmNick Martin spent 10 years pursuing that and almost destroyed the company in the process.I didn't think they were that dumb to try again now that he's gone.

author: Pack34
author_rank: Frequent Contributor
timestamp: December 15, 2017, 04:03:34 pm
content: Maybe a rebrand of CircuitMaker?