Bentley goes Blyncsy for AI
Bentley goes Blyncsy for AI (Sorry – I’m truly terrible at headlines.) Do you remember // did you listen to Bentley’s Q4 earnings call? CEO Greg Bentley was very excited about the potential of the company’s asset analytics offerings, specifically its 2023...
Q4 earnings wrap: Altair, Ansys, Autodesk, Bentley, Hexagon, PTC, Siemens DI Software — and what I want to know about Q1
Q4 earnings wrap: Altair, Ansys, Autodesk, Bentley, Hexagon, PTC, Siemens DI Software — and what I want to know about Q1 The earnings news cycle is about to kick off again, and I owe you a recap of what we learned about the December quarter. I always start these...
Catchup: Bentley gets a new CEO, Francisco acquires Jama, JDM buys Penta and STRUXI, Stratasys snaps up Arevo’s IP, Synopsys+Ansys still a go
Catchup: Bentley gets a new CEO, Francisco acquires Jama, JDM buys Penta and STRUXI, Stratasys snaps up Arevo’s IP, Synopsys+Ansys still a go Happy Spring! While you’ve been out gathering daffodils (not us – we had snow last weekend here in New...
Quickies: Mensch und Maschine on digital twins for machining — and have pie for Pi Day
Quickies: Mensch und Maschine on digital twins for machining — and have pie for Pi Day Last month, at the start of earnings season in our PLMish world, Germany’s Mensch und Maschine (MuM) released preliminary figures for 2023 that showed solid business...
Cadence to buy BETA CAE for $1.24 billion
Cadence to buy BETA CAE for $1.24 billion Wow. Cadence just announced that it is buying all of the shares of BETA CAE Systems for –hold on– $1.24 billion in a cash (60%) and Cadence common stock (40%) deal. That’s a lot of money (IMHO, even for a...
Sandvik to acquire Cimquest, the CAM & 3DP reseller
Sandvik to acquire Cimquest, the CAM & 3DP reseller We interrupt space and earnings news to tell you about another acquisition: Sandvik has announced that it will acquire Cimquest, the largest Mastercam reseller. (Remember that Sandvik acquired CNC Software, the...
“Welcome to the Moon”
“Welcome to the Moon” Yesterday was SUCH a strange day. It started normally enough for a Thursday during earnings season: try to catch up on the earnings released the evening before — while answering emails about them and other recent doings. Oh, and all of the...
Keysight+ESI = so far, so good
Keysight+ESI = so far, so good We’re deep into earnings season and getting a sense of where things stand. Most PLMish companies seem cautious about the near term, with more optimism about the second half of calendar 2024. I’ll try to do a recap soon, but today, I want...
Altium to be bought by Japanese chipmaker Renesas for nearly $US 6Billion
Altium to be bought by Japanese chipmaker Renesas for nearly $US 6Billion From the “I did not see this coming” file, news just broke that Renesas Electronics will acquire Altium for AUS$9.1 billion (roughly $5.91 billion) in an all-cash...
Nemetschek’s view: AEC is doing OK, thank you very much
Nemetschek’s view: AEC is doing OK, thank you very much Remember how the VAR results I wrote about yesterday showed some weakness in AEC? Like many things, that may be the case, but not for everyone. The Nemetschek Group just announced preliminary results for 2023...
Being a VAR is tough: updates from Mensch und Machine, Addnode, and Rand
Being a VAR is tough: updates from Mensch und Machine, Addnode, and Rand Mensch und Maschine (MuM) reported preliminary Q4 and 2023 results yesterday, and that prompted me to look: Addnode’s results came last week, and Rand Worldwide published an update last...
Dassault Systèmes reports Q4 2023, all in on subs
Dassault Systèmes reports Q4 2023, all in on subs Earnings season is in full flow, and it’s time to catch up. Sandvik and SAP told us that the December quarter was pretty good. Demand was better than expected; those projected economic slowdowns, the effects of...
4 on a Monday: SAP and Sandvik report results, GT acquires, more on Synopsys+Ansys
4 on a Monday: SAP and Sandvik report results, GT acquires, more on Synopsys+Ansys PLMish and PLM-adjacent earnings ramp up this week, with PTC, Hexagon, Dassault Systèmes, and others announcing, but we’ve already some news. SAP, the enterprise software biggie,...
Autodesk moves into proptech with AEC deals
Autodesk moves into proptech with AEC deals Autodesk announced last night that it will acquire partner company Payapps for an undisclosed amount. Payapps (aka GCPay in North America) makes a cloud-based solution that automates the payment process between general...
“Synopsys to Acquire Ansys, Creating a Leader in Silicon to Systems Design Solutions”
“Synopsys to Acquire Ansys, Creating a Leader in Silicon to Systems Design Solutions” Well … now we know. Synopsys announced that it plans to acquire Ansys. Deal details below, but look at their headline (press release here), pasted as the title of...
Welcome to 2024! Deal fever continues …
Welcome to 2024! Deal fever continues … I hope you were able to catch a little downtime over the year-end and that your 2024 is off to a great start. We had three winter storms in a week, lost power, shoveled a lot of snow — and are looking at more of the same...
May your 2024 …
… be filled with joy, health, and happiness! No, we haven’t had this much snow yet this winter — but it is a beautiful photo, no? From https://picryl.com/media/winter-snow-wintry-nature-landscapes-a30c59
AU 2023: Focus on platforms, granularity and AI
AU 2023: Focus on platforms, granularity and AI Ah, Autodesk University. Thousands of people and too few escalators. Designers and makers and architects and construction teams, all in one place. Las Vegas, usually prettying itself up for holiday visitors at this time...
AVEVA World showcases connection of data, functions, people
AVEVA World showcases connection of data, functions, people Let’s face it: AVEVA is fascinating. It started 50 years ago as a Cadcentre, a spinout from the UK’s Cambridge University. It was a sleepy tech company for a long time, then maybe 10 years ago, it got...
