AU 2014: a potent mix of strategy and tactics

AU 2014: a potent mix of strategy and tactics

I’ve been trying to wrap my brain around Autodesk University and am still not sure what my main takeaways are — and it ended almost two weeks ago! On the one hand, it was the most strategic and visionary AU ever, as Autodesk flexes its muscles in both technical and...
Autodesk customers flocking to subs, boost FQ3

Autodesk customers flocking to subs, boost FQ3

Autodesk reported results last night that show its transition to subscriptions is picking up steam. Total revenue was up 11% to $618 million, knocking both its own forecast of around $600 million and the investment analyst consensus out of the park. Delcam, acquired...
Autodesk Accelerate: Customers talk PLM 360

Autodesk Accelerate: Customers talk PLM 360

Heard over and over in Boston’s District Hall last week: “I got a trial license of PLM 360, played with it for 6* months (although I was still doing my real job most of the time) and then started rolling out workspaces. As we got further into it, we...
Nemetschek ups its BIM game

Nemetschek ups its BIM game

Nemetschek just announced that is has invested in a startup and acquired a majority stake in another company to level up its 3D Building Information Management (BIM) portfolio to include time (4D) and cost (5D) in project planning*. As I’ve written before, 4D/5D...
Get ready! Earnings are starting …

Get ready! Earnings are starting …

No, we’re not changing our focus to industrials! Yesterday did, however, mark the start of earnings season with Alcoa  announcing that Q2 was far better than expected, which raises the bar for all other earnings releases to come. Alcoa said that revenue for the...
Morning coffee: patents, deals and Björk

Morning coffee: patents, deals and Björk

Welcome to a shiny new week! I’ll be at PTC Live Global, the first user conference that will feature PTC’s combo of CAD + PLM + ALM + SLM+ IoT + well, whatever other initials come out of it. Last year, we all learned about “servitization”,...