Totally OT: Walking and the week ahead
Welcome back — to me, at least, if you’ve been hard at work the last couple of weeks. I’ve been wandering in England, through old villages, new towns, Garden Cities, woods and fields. I’ve talked to lots of people about all sorts of things, none of it deep or meaningful and definitely nothing about PLM, CAD, CAM, CAE or any of the other acronyms I usually think about. It was lovely! [The title picture is one I took in the Chilterns, at Ivinghoe Beacon. Glorious, no?]
This time, we walked the Icknield Way from more-or-less Tring on the Western end to Thetford on the Eastern end; around 115 miles in total over 8 walking days. Add in travel days, a stopover in Cambridge to hear Evensong in King’s College Chapel and it was a full two weeks.
But I’m back now, and ready to catch up on all that I’ve missed and dig into all that will happen this week. And, frankly, it’s a lot so here’s the plan:
- Today, Tuesday, ESI announces results for its first fiscal quarter. Look for more on how ESI is streamlining the business and trying to better reach its customers and prospects
- Tomorrow, AVEVA announces results for the fiscal year ended March 31. We should learn more about the integration of AVEVA and Schneider Electric Software from both a business and technological perspective, and how customers are perceiving both
- On Thursday, we’ll dive into last week’s Autodesk earnings report — it didn’t go over well with investors. Finally,
- On Friday, we’ll catch up on the Bentley update. You might recall that I posted my thoughts about the report that the company forwarded beforehand, but they also announced the acquisition of Keynetix and a bunch of other stuff. More on that late in the week.
Let’s get to it!
Update: A couple of people said they couldn’t see the picture well enough with the header in it and that the preview on the Hot Topics page was too small. Fair enough – it deserves to be appreciated so here it is again: