ESI seeks to reinvent PLM by moving to PPL

ESI seeks to reinvent PLM by moving to PPL

ESI hopes to move manufacturing beyond PLM, and into what it calls PPL, Product Performance Lifecycle. The company defines traditional PLM as “product development until commercial launch” while PPL addresses the product’s “whole...
Autodesk subs momentum builds in FQ1

Autodesk subs momentum builds in FQ1

I continue to try to catch up — and today we take a look at Autodesk’s calendar Q1 results, for the three months ended April 30. Autodesk reported these back on May 19, so this isn’t new news. What it is, however, is a great pointer to what...
Exa’s Q1 shows some customers, at least, favoring cloud

Exa’s Q1 shows some customers, at least, favoring cloud

Earnings keep coming and the news is increasingly positive — in our PLMish world, at least, customers are buying and using technology to continue to innovate. One recent announcement comes from Exa, the CFD maker. Exa reported that first quarter fiscal 2017,...
AVEVA’s FY16 was OK, despite end-market turmoil

AVEVA’s FY16 was OK, despite end-market turmoil

Most of the questions I am asked these days revolve around three things: the cloud, licensing models and how does the situation in end-market X affect vendor Y. Lately, X = oil and Y = AVEVA because of the massive uncertainty in the oil and gas world due to...
AEC earnings recap: CQ1 was middling to strong

AEC earnings recap: CQ1 was middling to strong

I’ve been writing about a lot of the PLMish companies that focus on the automotive, aerospace and other discreet manufacturing industries and not devoting enough “ink” to AECish vendors — many of whom are doing incredibly cool things. So...
ANSYS Q1 was a combo of platforms & headwinds

ANSYS Q1 was a combo of platforms & headwinds

ANSYS just reported financial results for the first quarter of 2016. It wasn’t a bad quarter, overall, but it certainly wasn’t one that beat expectations. Tough comparable, the continued slowdown in the semiconductor industry, new sales heads that are yet...
PTC’s Q2 revenue misses but positions for the future

PTC’s Q2 revenue misses but positions for the future

It’s tough to be PTC right now. Most indicators are going in the right direction: subscriptions are ahead of expectations (though that means perpetual license revenue is below plan), IoT-related sales are growing as PTC sells both standalone IoT solutions and...
MuM had “best Q1 in company’s history”

MuM had “best Q1 in company’s history”

Now, that’s a headline. We’re all worrying about how the switch to subscriptions across the software universe affects the software creators and their reseller partners, and how many will be unable to manage the cash flow implications of the change —...