PTC’s FQ2 featured ‘strong’ CAD, PLM performance

PTC’s FQ2 featured ‘strong’ CAD, PLM performance

PTC announced results on Wednesday that were, in a single word, impressive. Growth across most revenue categories, product lines, channels — and with positive outlook for the rest of 2018, too, which means no deals were pulled from the future into the fiscal second...
10 things: PLMish earnings show confidence and growth

10 things: PLMish earnings show confidence and growth

I’ve been recapping earnings for you for years but with the ready availability of the source materials it seems silly to just reproduce it all and make you hunt for my commentary. To make this more productive for you and for me, we’re trying something new: I’m...
10 things I think I think: SOLIDWORKS World 2018

10 things I think I think: SOLIDWORKS World 2018

SOLIDWORKS World is always a spectacle of maker-ness, designers competing to out-SOLIDWORKS one another in design competitions and learn from one another. It’s, as one speaker put it, nerd-heaven. This year was the twentieth anniversary event and many attendees...
Happy 2018 — and, optimize THIS

Happy 2018 — and, optimize THIS

I hope you had a wonderful year-end, filled with people you love. Or tolerate, if that’s how you roll. In any event, as peaceful and relaxing as it could be. I’ve been trying to write a 2017 retrospective and, honestly, the mind boggles. So much happened,...
Autodesk Accelerate – so much more than PLM

Autodesk Accelerate – so much more than PLM

“Sometimes you have to wear a shirt” isn’t a typical theme at a PLMish conference, but it perfectly describes the ethos of this year’s Autodesk Accelerate. Morphing from a PDM-centric conference four years ago to something straddling Fusion 360...
Quickie: PTC’s FQ3 suffers from weakness in Japan

Quickie: PTC’s FQ3 suffers from weakness in Japan

It’s tough to be PTC. Revenue ahead of expectations, license and subscription bookings not so much, “sales execution issues” in Japan … weak guidance for the company’s fiscal Q4 … stock gets hammered. A few of the details — much more...