Quickie: AVEVA still feeling the slump in oil and gas

Quickie: AVEVA still feeling the slump in oil and gas

AVEVA just announced that, as expected, total revenue was up as reported but down in constant currencies, as the British Pound is weakened over Brexit uncertainties. In general, the results seem are due to slumping demand from companies that would normally use...
Fedem hits the stage in front of 30,000 at SAPPHIRE

Fedem hits the stage in front of 30,000 at SAPPHIRE

I was just at SAPPHIRE, SAP’s massive user conference. Quite a few very kind attendees explained to me how they couldn’t do their finance, HR or supply chain management jobs without SAP’s solutions — but I went to learn about Leonardo,...
PLM Connection showcases the Digital Enterprise

PLM Connection showcases the Digital Enterprise

PLM Connection, a Siemens-associated but user group-driven event, tried something new this year: day long sessions devoted to a single topic. I was fortunate enough to be asked to moderate panels during a day focused on “Realizing the Digital Enterprise –...
Autodesk’s FQ1 2018 is a pleasant surprise

Autodesk’s FQ1 2018 is a pleasant surprise

Autodesk last night reported results that surprised on many levels, almost all good. Revenue declined 5% year/year as the transition from perpetuals to subs continues, and deferred revenue (the part of the sub payment that will be recognized in the future) was up 18%,...
Quickie: Hexagon is going places

Quickie: Hexagon is going places

I’m about to board a flight, so this has to be quick: Hexagon just announced that it is acquiring VIRES, a company I’ve never heard of that makes softwate to simulate development, testing and validation of driver-assisted and fully autonomous driving...
Read this: Where oil rigs go to die

Read this: Where oil rigs go to die

The world of offshore oil has seen cycles of boom and bust, huge investments in risky locations followed by project cancellations and layoffs. There’s the human cost, for sure, but there’s also a fleet of unused assets. What happens to them? How do we go...
Q1 in AEC: looks like 2017 is a breakout year

Q1 in AEC: looks like 2017 is a breakout year

You (and investors and entrepreneurs and many others) often ask me how the AEC market is accepting the technologies that discrete manufacturing has long relied on: 3D design, using a model as reference and not just drawings, managing those models and related...
Quickie: DS’ Q1 shows solid start to 2017

Quickie: DS’ Q1 shows solid start to 2017

As always, there’s a lot to unpack in a Dassault Systèmes earnings release, so here are the bare facts while I catch up on the earnings calls, presentations and press releases: Total revenue in Q1 was €760 million, up 10% as reported and up 7% in constant...
MSC is now part of the Hexagon family

MSC is now part of the Hexagon family

A quick update: Hexagon just announced that its acquisition of MSC Software is complete, since it has obtained all of the regulatory approvals it needed for the deal. Hexagon sees this as very strategic, enabling it to “connect the traditionally separate stages...