Q2 AEC earnings: Six companies, one industry, four trends

Q2 AEC earnings: Six companies, one industry, four trends

Q2 AEC earnings: Six companies, one industry, four trends The AECish part of our PLMish universe is absolutely rocking. Every company beat or met expectations and raised full-year guidance in the recent spate of earnings news. Before we get to some comments, a few key...
Q2 AEC earnings: Six companies, one industry, four trends

CAE earnings recap: No hallucinations here

CAE earnings recap: No hallucinations here I probably get more CAE questions that any other single topic but, across the PLMish landscape, fewer and fewer companies report specifically on CAE-related earnings so it’s hard to quantify what’s going on with...
Bentley cashes out of Cohesive — into Naviam

Bentley cashes out of Cohesive — into Naviam

Bentley cashes out of Cohesive — into Naviam Bentley just announced it’s selling its Cohesive business to Naviam, as part of a strategic partnership to form what the companies call the world’s largest independent IBM Maximo services provider. You may...
Q2 AEC earnings: Six companies, one industry, four trends

PLMish earnings check: what have we learned?

PLMish earnings check: what have we learned? So. Many. Earnings. Reports. Dassault Systèmes, PTC, and Siemens have reported results for their latest quarters, and, not surprisingly, the companies used their earnings call to make basically the same argument: everything...
Bentley cashes out of Cohesive — into Naviam

2 days, 2 deals: Siemens to acquire Defacto Technologies

2 days, 2 deals: Siemens to acquire Defacto Technologies Siemens just announced that it will acquire Defacto Technologies for its “register-transfer level (RTL) design field focused on automated SoC design creation and integration.” Siemens says the...
Bentley cashes out of Cohesive — into Naviam

Super quick: Maya HTT acquires Friendship Systems

Super quick: Maya HTT acquires Friendship Systems This email just landed in my inbox — I am late for a meeting but it matters so you need to know about it: ​Maya HTT is pleased to welcome Friendship Systems and CAESES to the Maya HTT family. As part of this...
Q2 AEC earnings: Six companies, one industry, four trends

Clues ahead of PLMish earnings season? Or not?

Clues ahead of PLMish earnings season? Or not? PLMish earnings start tomorrow, when Sandvik reports its second-quarter results. I don’t know what they’ll say, but I’m getting questions about PLMish earnings since IBM pre-announced results on Tuesday...